What are the Key data masters & Setup needed for migration into Borg Desk ERP?
Data Masters Needed for Migration into Borg Desk ERP
Migrating data into Borg Desk ERP requires a well-structured approach to ensure a smooth transition. Below is a list of essential Data Masters that should be prepared before migration. Refer The Best Practice Click for Data Migration Best Practice for Data Migration before going head.
==> Common Data for Most of Modules-
✅Do basic Setup of Borg Desk ERP Click for Detailed Guide
✔Business Profile Setup
✔User Master & Their Role Setup
✔User Permission & User Privilege Setup
✅Customer Master Click for Detailed Guide
✔Setup Customer Form (Customised)
✔Prepare Sheet to Import
✅Service Master If Services being Offered
✔Service Category
✔Service Attributes (Like:SAC,UnitPrice,GST etc)
✅Vendors & Supplier Master
✔ Setup file for Import
==> Service Desk Module
✅Service Ticket & Contract Master
✔Upload Old Sunning Incident
✔Upload Existing AMC Contract
✔User Template Master
==> Inventory Module
✅Product Master (For Inventory & Sales) Click for Detailed Guide
✔Setup Product Form (Customised)
✔Prepare Product Attributes as per Product Form
✅Pricing & Discount Master
✔Price List Setup for Discounts
✅Sales Order & Purchase Order Master
✔Order Form Customised
✔Order Status Customised
✔Order Approval Setup
✅Stock & Warehouse Master
✔Warehouse Master
✔Warehouse Activation
===> Accounts Module
✅Accounts & Finance Master
✔Opening Balance Sheet (Assets, Liabilities, Equity)
✔Chart of Accounts (Ledger Accounts)
✔Customer & Vendor Outstanding Balances
✔GST & TDS Settings
==> Sales CRM Module
✅Lead & Opportunity Master (Sales CRM Module Implementation)
✔Existing Leads Data
✔Lead Source Setup
✔Lead Status / Stage in Sales Funnel
===> HRMS Module
✅HR & Employee Master (For HR & Payroll Module)
✔Employee List (Name, Email, Phone)
✔Salary Structure
✔Attendance & Leave Records
===> Production Module
✅Production Order Master
✔Order Status Master
✔Order Custom Form
✔Tooling Tracking
✔Production Tracking
✔Style Master
✔Payment Terms Master
✅Raw Materials Master
✔Custom Category
✔Custom Sub-Category
✔Item Master
===> Project Module
✅ Project Site Master
✔Location Master
✔Site Area Master
✔Custom Project Status
✔Quotation Masters (Quote No Prefix, Terms, Profile)
Important Steps for Successful Data Migration -
Skipping these points may mismatch some fields or value in the ERP which may lead another issue & consume more than usual time. If It happens, All Data which is mismatched has to be deleted & reuploaded correct format. Kindly do have double check the format before exporting / uploading-
✅ Prepare Excel / CSV files for each master data category.
✅ Ensure data accuracy & formatting before importing.
✅ Use the Data Import Feature in Borg Desk ERP.
✅ Run a test migration before full deployment.
✅ Validate data after migration to check for inconsistencies.
Click for Data Migration Best Practice in Details
By preparing the above Data Masters, businesses can ensure a hassle-free migration into Borg Desk ERP and get started quickly.
Need help with migration? Let me know!
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