Bring your history with you, cleaned
We extract data from Tally, spreadsheets or your current ERP, clean duplicates, map it to Unitrix and reconcile every balance before go-live.
Records loaded
48,912
Duplicates merged
317
Ledger difference
₹0
| Data set | Records | Status |
|---|---|---|
| Item master | 6,482 | Validated |
| Customers | 1,204 | Validated |
| Opening stock | 11,930 | Reconciling |
| Open sales orders | 142 | Loaded |
Trix: 317 near-duplicate customers found by name and GSTIN. Merge suggested.
What changes for you
Clean masters from day one
Duplicates merged, codes fixed and units standardised before anything is loaded.
Balances that tie out
Stock and ledger balances reconciled with you before you sign off.
History you can still use
Open orders and the history you need, so reports work from the start.
How it works
- 1ExtractPull masters and transactions from your existing systems.
- 2CleanRemove duplicates and fix codes, units and missing fields.
- 3LoadImport into a test tenant and run trial reports.
- 4ReconcileMatch stock and ledger balances with your sign-off.
What you get
- Data mapping sheet
- Cleaned masters
- Reconciliation report
Data migration questions
The things teams usually ask before they start.
Still have a question?
Ask Trix and we will answer it live, on your own processes, in a demo.
01Which systems can you migrate from?
Tally, spreadsheets and most other ERP and accounting systems. If it exports to Excel or CSV, we can usually bring it across.
02How much history should we bring?
Typically masters, opening balances and open transactions, plus enough history for reports and forecasts. We recommend a cut-off together.
03Who signs off that the data is correct?
You do. We share reconciliation reports for stock and ledgers and only go live once you approve them.
Other services
All services
Talk to the team that would run it.
Tell us your timeline and constraints, and we will propose a plan with clear milestones.