services / DSDillon
POS and Accounting Data Migration Services
Move products, customer accounts and financial records with a reconciled opening position. Retain original exports and a clear cutover history.
List the data before choosing a date
We inspect the source product, edition, export methods and record relationships. The inventory covers products, units, barcodes, contacts, invoices, credits, suppliers, stock and attachments. Some history may remain accessible in the former system.
The plan states which records are imported, transformed, archived or excluded. Missing references and unsupported fields enter an exception list.
Test difficult records early
A pilot includes leading zeros in barcodes, duplicate names, long descriptions, inactive items, fractional quantities and foreign balances. We check how the new system stores and exports them.
Importing an old sale as a new trading event can create revenue and deduct stock again. Historical records need explicit treatment. The owner or accountant approves opening balances.
Rehearse the reconciliation
The runbook sets the final export time, stock count, trading pause, import order and acceptance checks. It explains how transactions after the export are captured.
| Data | Check before acceptance |
|---|---|
| Catalogue | Unique codes, units, variants and prices |
| Stock | Quantity and valuation by location |
| Open accounts | Invoices, payments and credits by currency |
| Ledger | Balanced opening trial balance |
| History | Searchable archives and retention responsibilities |
Keep a documented recovery route
The rollback plan identifies who decides and how real transactions already processed are reconciled. Returning to the earlier application must account for those transactions.
The handover includes exports, field mapping, rejected rows, reconciliations and acceptance records. Access to old records is agreed before cancelling a licence.
Before you start
Can you migrate from spreadsheets?
Yes. We review file structures and source evidence, agree opening values and test imports. The individual balances must explain the totals.
Can every historical transaction be moved?
That depends on the source export and target data model. We confirm the historic scope after reviewing sample files and record relationships.
Build the complete workflow
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Tell us what needs to work.
Bring your trading workflow, current software and the problems you need to solve. We will define the build, connections and acceptance checks.
DSDillon Business Systems
POS, accounting and connected operations.
