Move to BizOps without the chaos
Whether you are coming from spreadsheets, accounting software, or a legacy ERP, our templates and proven process get you live with clean, balanced data.
Start from where you are
Pick your current system to see the typical challenge, our recommended approach, and the template to download.
From Spreadsheets
Excel / Google Sheets
- Challenge
- Data is unstandardized, riddled with duplicates, and date formats are inconsistent.
- How BizOps helps
- Quick data-cleansing techniques, column standardization, and our Bulk Import tool.
Master Data Excel Template V2.xlsx
From Accounting Software
Accurate / Jurnal / Zahir
- Challenge
- Moving opening balances so the balance sheet stays balanced after cut-over.
- How BizOps helps
- How to export your chart of accounts and AR/AP balances, plus a cut-off strategy that minimizes disruption.
Accounting Export & Cut-Off Guide.pdf
From a Legacy ERP
Odoo / SAP / Custom App
- Challenge
- Complex relational database structures and large data volumes.
- How BizOps helps
- Object-to-object data mapping, warehouse stock migration, and fixed-asset book-value transfer.
Technical API Migration Guide.pdf
A proven migration timeline
Phase 1 · 1-2 weeks
Discovery & Planning
Audit the legacy system, map old fields to the BizOps structure, and set the cut-off date and parallel-run strategy.
Phase 2 · 2-3 weeks
Data Preparation
Cleanse data (duplicates, formats, validation), transform into BizOps templates, and UAT the import in a sandbox.
Phase 3 · 1 week
Go-Live & Validation
Final import to production, validate balances and transactions, then user training and hypercare support.
Plan your migration with an expert
Our implementation team maps your data and cut-off plan before a single record moves.