Data migration services without losing a single record
Our data migration services move customers, products, transactions and history from old systems into Zoho, Odoo or Microsoft, cleaned on the way and reconciled before you switch over.
At a glance
| What it is | Moving business data from an old system into a new one, safely |
| Moves from | Tally, QuickBooks, Salesforce, HubSpot, spreadsheets, legacy ERP |
| Moves to | Zoho, Odoo, Microsoft Dynamics 365 and Business Central |
| Our role | Mapping, cleaning, loading, validation and reconciliation |
The short answer
Data migration is the step that most often decides whether a new system is trusted. It means extracting data from the old system, deciding what to keep, cleaning duplicates and errors, mapping fields to the new structure, loading it and proving that totals agree. BookMyTechies follows a fixed method: discover, map, clean, transform, migrate, validate, reconcile and go live.
What our data migration services cover
We migrate the data that the business runs on, not only the easy parts.
Master data
Customers, contacts, vendors, products, price lists, chart of accounts and employees.
Open transactions
Open quotes, orders, invoices, bills, purchase orders and support tickets, so work continues on day one.
History
Closed deals, past invoices and activity history, in full or summarised, depending on what you need.
Documents and attachments
Files linked to records are moved and linked again in the new system.
Data cleaning
Duplicates merged, formats standardised, missing values filled and inactive records archived.
Reconciliation
Record counts and financial totals compared between old and new systems, with a signed report.
When do you need a structured data migration?
Any move between systems needs a plan. These situations need a careful one.
A strong fit when
- You are moving accounts and need balances to agree to the rupee
- Several years of customer and sales history must remain visible
- Data sits in more than one system and must be combined
- The old system will be switched off after the move
Look elsewhere when
- You are starting fresh and only need a contact list imported
- The data is small enough to re-enter by hand in an afternoon
Our data migration method
Eight steps, each with a check before the next one starts.
Discover and map
We list every source, field and volume, and map each field to the new system.
You receive A field-by-field mapping document
Clean and transform
Duplicates, errors and formats are fixed, and data is reshaped for the new structure.
You receive A cleaned data set and a list of decisions made
Trial migration
A full test load into a copy of the new system.
You receive A test environment your team can check
Validate and reconcile
Counts, samples and financial totals are compared and differences explained.
You receive A reconciliation report
Final migration and go live
The final load runs at the agreed cut-over time, followed by checks.
You receive Live data, verified, and the old system retired
Data migration problems we solve
These are the situations clients most often bring to us.
| The situation | What we do |
|---|---|
| Balances in the new books do not match the old ones | Trace the differences, correct opening entries and reconcile period by period |
| Thousands of duplicate customers after an import | Find and merge duplicates using rules agreed with your team |
| History was left behind in the old system | Migrate it in a second phase without disturbing live work |
| Data from two systems needs to become one | Map both sources to a single structure and merge them |
Related services and platforms
Migration usually comes with an implementation or a platform change.
Common questions
Can you migrate from Tally to Zoho Books or Odoo?
Yes. We migrate masters, opening balances and, where needed, transaction history from Tally, then reconcile the new books against the old ones.
How do you make sure no data is lost?
Every migration includes record counts and financial totals compared between systems, plus samples checked by your team, before we switch over.
Will our business stop during the migration?
No. We run trial migrations in a test copy and do the final move at an agreed cut-over time, usually over a weekend or after month end.
Can you migrate from Salesforce or HubSpot?
Yes. We migrate accounts, contacts, deals, activities and custom fields from Salesforce and HubSpot into Zoho CRM, Odoo CRM or Dynamics 365.
Moving to a new system?
Tell us where your data is today and where it needs to go. We will plan a migration you can trust.