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Data Migration & Import

Move your accounting, inventory and CRM data into Momentum without losing history, custom fields or the links between records

What Moves Across

  • Accounting history as opening balances — One opening trial balance at an agreed cut-over date, plus the balance owed by each customer and to each supplier, so your reports start from the right numbers
  • Historical invoices with original details — Sales and purchase invoices can be loaded with their original number, dates and amount paid, so old documents stay searchable
  • Inventory with quantity and cost — Products, categories and units, plus opening stock quantity and unit cost per warehouse
  • CRM records and their dates — Leads, contacts, opportunities and activities, each attached to the right customer
  • Custom fields kept as fields — Your own fields are defined once and their values are stored against each customer, supplier or product, not squeezed into a notes column
  • Links between records preserved — Every old-system ID is remembered, so contacts, invoices and stock lines point to the right customer or product after the move

How a Migration Works

1

Share your exports

Send CSV or Excel exports from your old accounting, inventory and CRM systems, the cut-over date and the custom fields you want to keep

2

Dry run first

Each file is checked row by row before anything is saved. Errors are listed with the reason, so you fix the source rather than the database

3

Import in the right order

Chart of accounts, customers and suppliers, products and stock, balances, CRM, then invoices, so every link finds its target. Runs can be repeated safely

4

Reconcile before go-live

Record counts, trial balance, receivables and payables, stock value and custom fields are compared with your old system. We trial it on a test company first, then run it on production

Data Migration FAQ

Do I lose my transaction history when I move to Momentum?

No. Accounting balances come across as opening balances at your cut-over date, and sales and purchase invoices can be imported with their original numbers, dates and amounts paid. Whether you also need every old journal entry and payment as a separate document is a decision we make with you.

Can I import data from Excel or my old system?

Yes. Any system that can export CSV or Excel works. Templates are available to download, and an admin can run the import from the Import Wizard in the settings, or we run it for you.

What happens to my custom fields?

Each custom field is defined once and its values are stored against the matching customer, supplier or product. Add them as extra columns in the file.

How do you keep customers, invoices and contacts linked?

The old-system ID of every record is stored during the import. Related records are matched through those IDs, which is why the files are loaded in a fixed order.

How do I know the numbers are right?

Every run is a dry run first and produces a report. After the import, the Verify tab compares record counts, the trial balance, receivables, payables and stock with your old system.

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