ERP Migration with BuildOps
If your company is planning to move from one ERP or accounting system to another, contact BuildOps before making any changes. An ERP migration can affect your BuildOps integration, accounting settings, data mappings, and workflows — and early planning helps avoid disruptions to your business.
This article explains what an ERP migration involves, what BuildOps does (and doesn't do), and how to get started.
What is an ERP migration?
An ERP migration is the process of moving your accounting or ERP connection from one system to another while continuing to use BuildOps.
This can include:
Switching from one supported accounting or ERP system to another
Changing your chart of accounts
Changing how your company's financial entities connect to BuildOps
Even when two systems work in similar ways, BuildOps needs to review and update the integration before the new connection goes live.
What does BuildOps do during a migration?
Once a migration is scoped, BuildOps may:
Review the migration plan with your team and your ERP provider
Confirm the data, fields, mappings, and workflows included in scope
Configure the BuildOps connection to the new system
Set up and test initial data synchronization
Validate that the agreed-upon data is syncing correctly
Support testing of key workflows — such as customers, vendors, items, invoices, payments, and purchase orders — when included in scope
Troubleshoot BuildOps integration issues found during testing
Help prepare the connection for go-live
Verify sync after go-live and make final in-scope adjustments
The exact work involved depends on your current system, your new system, your data, your workflows, and your migration requirements.
What isn't included by default?
BuildOps configures and validates the BuildOps side of the integration. Your company or your ERP provider is responsible for configuring the new ERP system itself.
Unless specifically included in your agreement, ERP migration services do not include:
Configuring, customizing, or maintaining your ERP system
Redesigning business processes inside your ERP system
Cleaning, transforming, enriching, or restructuring ERP data
Custom development inside the ERP system
Additional integrations, workflows, or data objects outside the approved migration scope
Ongoing ERP administration or managed services after the migration is complete
If you need help preparing or cleaning your data, discuss this with your BuildOps representative before the migration begins.
What to expect during a migration
A migration plan Your BuildOps migration team will work with you to confirm scope, responsibilities, milestones, testing activities, and the go-live plan.
A temporary sync interruption Most migrations require a cutover or blackout period while the existing connection is disconnected and the new one is configured. During this window, some transactions may not sync to the old system. Your migration team will provide instructions on when to pause entering or exporting transactions and when normal activity can resume.
Testing and validation Before go-live, you'll test the workflows and data included in the migration scope. After go-live, BuildOps validates sync and addresses any issues within the approved scope.
A project timeline and fee Timelines and fees depend on the systems involved, the amount and quality of data, the workflows in scope, and the complexity of the integration. Migrations are typically sized based on the specific source and destination systems and the volume and quality of your data, and most take several weeks from kickoff to go-live, followed by a defined post-go-live validation period (commonly one to two weeks). Because migration work is scheduled against a queue, the earlier you notify BuildOps, the more likely you are to hit your target go-live date. A signed agreement is required before migration work begins.
Important: Do not disconnect your existing integration or begin cutover until the migration plan has been confirmed and the agreement is signed.
Ongoing habits that protect the sync Once the new connection is live, certain transaction types should continue to be created in BuildOps and allowed to sync outward to your ERP, rather than being entered directly in the ERP. Your migration team will confirm which transaction types this applies to for your setup — entering them on the ERP side instead is a common cause of post-migration sync issues.
What your company needs to provide
To keep the migration on schedule, please:
Assign a primary contact and the appropriate business, technical, and accounting stakeholders
Coordinate with your ERP provider or implementation partner
Provide access to the new ERP environment — credentials, permissions, endpoints, documentation, and test data
Confirm the data objects, fields, formats, mappings, and business rules required for the new connection
Ensure the new ERP system is configured and ready for integration
Review migration requirements and testing results promptly
Participate in testing and validate that the new workflows meet your business needs
Communicate changes, risks, data issues, or schedule blockers as early as possible
How to get started
Contact your BuildOps Customer Success Manager or representative as soon as you know your company is changing ERP or accounting systems.
Share your current system, new system, target go-live date, ERP provider, and any known data or workflow changes.
Work with BuildOps to confirm the migration scope, timeline, responsibilities, and fee.
Complete the required agreement and provide the access and information needed for discovery.
Follow the approved testing and cutover plan.
Frequently asked questions
Q: Will BuildOps automatically migrate everything to the new ERP? No. Migration is limited to the data objects, workflows, and activities agreed during scoping. Historical data, data cleanup, custom mappings, and additional integrations may require separate review.
Q: We're moving from manual entry or spreadsheet exports to a fully connected ERP for the first time — does that count as a migration? Not technically — this is turning on the integration functionality rather than migrating between two systems. However, the setup process follows many of the same steps as a standard ERP migration (scoping, discovery, testing, cutover), so we handle it through the same process. These are scoped individually with your BuildOps representative.
Q: Can we continue using BuildOps during the migration? Usually, yes — but there may be a temporary blackout period for accounting-related transactions. Your migration team will tell you what activity must pause and when normal processing can resume.
Q: Is there a fee for ERP migration? ERP migration services involve a fee, since they require planning, configuration, testing, data validation, and post-go-live support. BuildOps will confirm the applicable fee after reviewing your migration scope.
Q: How long does an ERP migration take? The timeline varies based on the systems involved, data readiness, customer and ERP-provider availability, testing requirements, and migration complexity. BuildOps will provide an estimated timeline after discovery.
Q: Do we need our ERP provider involved? Yes. Your ERP provider or implementation partner is responsible for preparing and configuring the new ERP system, and should participate in access, mapping, testing, and cutover activities.
Q: What happens after go-live? BuildOps validates the new connection during the agreed post-go-live period. Your team should continue reviewing sync and report any issues through your normal BuildOps support channel.