This ERP data migration checklist helps SME teams check scope, ownership, cleansing, mapping, validation, reconciliation and cutover sign-off before old data is loaded into a new ERP system.
Published by Digital Adaption. Written by Matty Hatton. Last checked 8 October 2026. How we check these.
What you get: one Excel workbook (.xlsx, no macros) with two tabs: How to use and Checklist. The form asks for your name and email address before the download starts; they are sent to Digital Adaption with the name of the file you asked for.
Use this checklist before ERP, CRM, finance-system or reporting migration work. It is designed for finance, operations and leadership teams that need practical cutover confidence, not a theoretical project template.
Get the working copy
Enter your details to unlock the editable checklist. I will get the request notification so I can follow up with one practical migration-readiness note. After submit, the Excel workbook will download or open immediately.
No newsletter spam. The form sends me your name, email and the exact resource requested so I can follow up properly.
Your working copy is ready
Your request has also been sent to me with the resource name, so I can follow up with the right migration or reporting notes.
Reconcile balances, open invoices, orders, stock, customers, suppliers and reports after each test load.
Compare trusted management reports before and after migration.
Agree go/no-go criteria before cutover weekend.
Keep an issue log with owner, severity, decision, fix and retest status.
If the checklist shows gaps
A checklist tells you what to look at. If several of these points cannot be answered, or nobody owns the answers, the 5 to 10 day ERP Data Readiness Review does the looking: it inventories your sources, logs the actual data issues, names owners and ranks the fixes.
Related resources
Source-to-target mapping template: This source-to-target mapping template helps migration teams capture source fields, target fields, transformation rules, validation checks, owners and sign-off status before ERP, CRM or finance-system test loads.
Power BI reporting trust checklist: This Power BI reporting trust checklist helps SME teams test whether dashboard problems come from report design, unclear definitions, bad source data, refresh failures or missing reconciliation controls.
Data quality audit checklist for SMEs: This data quality audit checklist helps SME finance and operations teams find duplicate records, missing owners, inconsistent values, spreadsheet workarounds and reporting defects before migration, reporting or automation work starts.
ERP Data Migration Project Planner: The ERP Data Migration Project Planner helps SMEs plan source inventory, ownership, data quality, mapping, validation, reconciliation, reporting continuity and cutover readiness before ERP test loads begin.
Sources
There is no official standard or government template for this job. The layout is our own working practice from data migration and reporting projects. The links below are the public guidance closest to it. Each link was opened and checked on 8 October 2026.
GOV.UK: The Government Data Quality Framework: the data quality dimensions (completeness, uniqueness, consistency, accuracy and others) and the principle of naming who is accountable for data quality.