Switching to Accmerio
Switch from ERPNext to Accmerio
Accmerio reads ERPNext's General Ledger report and chart of accounts from ERPNext's own layout, and its trial balance, receivables, payables and contacts with some columns confirmed by you. The result is checked against ERPNext's trial balance before anything posts.
What comes across
Read from ERPNext's own export
- General ledger
- Chart of accounts
Recognised, with some columns confirmed by you
- Trial balance
- Receivables ageing
- Payables ageing
- Customers and suppliers
Read through column matching that you confirm
- Customers
- Suppliers
- Invoices
- Bills
Files Accmerio reads: CSV, Excel (XLSX).
What to export from ERPNext
- General ledger
Accounting › Financial Reports › General Ledger, the company and the whole period, then Menu › Export as CSV with 'Include filters' ticked.
- Chart of accounts
The Account list, Menu › Export, all fields, as CSV or Excel.
- To prove the move
The Trial Balance at the day before your start date and at each year end, with 'Show Group Accounts' unticked, and the Accounts Receivable and Accounts Payable reports at the start date, exported as CSV.
- Most complete (optional)
The GL Entry list, Menu › Export with Posting Date, Account, Debit and Credit Amount, Voucher Type and No., Party Type, Party, Is Opening and Is Cancelled.
What stays behind
- Cancelled vouchers are recognised and kept as void, not posted.
- Column titles are read in English, and CSV is read most faithfully: an Excel export needs its total rows confirmed.
ERPNext is a trademark of Frappe Technologies. Accmerio is not affiliated with Frappe Technologies; the name says which files Accmerio reads.
How the move is checked
Upload what you exported
Accmerio recognises each file and runs a health check: what was found, partly found or missing, and whether it can be proved.
Confirm the columns and the mapping
Check how each column is read and how each account, contact and tax code maps. A 0% VAT code always waits for you: zero-rated, exempt and out of scope are different boxes on the VAT return.
Prove it in a sandbox
Every record is posted in a sandbox and the result is compared with your old system's trial balance and ageing, then rolled back. A difference shows both figures and the likely cause.
Approve, then post
The Owner or an Administrator approves the migration, and only then is it posted into the books. What is not posted, such as drafts and voided documents, stays in a searchable historical archive.
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