Jewelry ERP Data Migration Services for Business Central
If your ERP data is messy, your reporting will be too. Our Jewelry ERP Data Migration Services move your inventory, customers, vendors, pricing, and historical transactions into Dynamics 365 Business Central with validation, reconciliation, and a clean go-live plan.
Data migration is where most ERP projects win or fail
Jewelry businesses have complex product structures, pricing rules, POS integrations, and lot/serial history. A generic “export/import” approach creates duplicates, broken item cards, incorrect on-hand quantities, and reporting that no one trusts.
Our migration approach is built for jewelers: we prioritize inventory accuracy, item attribute consistency, unit-of-measure logic, and financial reconciliation so your team can operate confidently from day one.
What we migrate
- Items, variants, attributes, categories
- Customers, vendors, contacts
- Pricing, discounts, and terms
- Sales orders, purchase orders, invoices
- Open balances and AR/AP history (as needed)
What you get
- Mapping documentation your team can reuse
- Test migration(s) before final cutover
- Reconciliation checks for key totals
- Clean ERP-ready data standards
- Go-live checklist + rollback plan
Common migration problems we prevent (and how)
Inventory mismatches
On-hand totals don’t match the legacy system after go-live.
- Quantity reconciliation by key item groups
- Unit-of-measure mapping and conversions
- Location/bin logic verified before cutover
Duplicate customers & vendors
CRM/POS lists create duplicates and bad matching.
- De-dupe rules + normalization (email/phone)
- Account mapping standards
- Import sequences that preserve relationships
Broken pricing and margins
Discount logic and price lists don’t behave the same.
- Price list mapping aligned to your sales workflows
- Margin spot-checks for key SKU sets
- Test orders run in a sandbox environment
Reality check: “Fast” migrations often cost more later. If your team can’t trust inventory or financials, adoption stalls and you end up rebuilding data while running the business.
Our jewelry ERP migration process (built for predictable go-live)
Discovery & migration strategy
We identify data sources (legacy ERP, POS, spreadsheets), define scope (masters vs history), and confirm how your team will operate in Business Central.
Data mapping & transformation rules
We map fields, define conversions, set required values, and establish standards so imports are consistent and repeatable.
Data cleansing & normalization
We fix formatting issues, remove duplicates, standardize naming, and align categories/attributes so reporting and search work correctly.
Test migration & validation
We run one or more test loads, verify record counts, and validate totals so issues are caught early, not after go-live.
Reconciliation & approval checkpoint
We compare key totals (inventory, AR/AP as applicable) and confirm your team approves the “migration-ready” dataset.
Final cutover & go-live support
We execute the final migration plan with timing, sequencing, and a fallback approach so your business keeps moving.
Migration scope options
| Option | Best for | Includes |
|---|---|---|
| Masters + Open Items | Fast go-live with clean operations | Items, customers, vendors, pricing + open AR/AP + open POs/SOs |
| Masters + Limited History | Teams needing prior period reporting | Masters plus selected historical transactions by timeframe |
| Full History (selective) | Special reporting or compliance needs | Deeper transaction sets with careful performance planning |
Scope depends on reporting needs, system performance, and how you run your month-end close.
Jewelry-specific data we pay extra attention to
- Item naming conventions and searchability
- Category structures for reporting
- Variant/attribute logic and consistency
- Unit costs, last costs, and valuation alignment
- Customer terms, tax groups, and discount behavior
- Integration-ready fields for POS and eCommerce
If you also need implementation help beyond migration, see our services overview and talk with our team.
Planning for POS + eCommerce data early prevents rework
If your jewelry business connects ERP to POS or Shopify, migration needs to align with how items, pricing, and customers sync. We help you define the “source of truth” so you don’t end up overwriting clean ERP data with messy downstream records.
- Define system-of-record rules (ERP vs POS vs eCom)
- Normalize SKUs/identifiers for consistent matching
- Establish customer matching rules (email/phone)
- Validate price lists and discount behaviors
External reference: Microsoft’s overview of Dynamics 365 Business Central.
What we need from you (so migration moves fast)
Access + exports
- Legacy system export capability (CSV/Excel/API as available)
- Item master, customer, vendor, pricing exports
- Open AR/AP and open documents (if in scope)
- Any data dictionary or field descriptions you have
Decision points
- Which history is required (and why)
- How you want items categorized for reporting
- Pricing rules and discount priority behavior
- Integration “source of truth” rules
Want us to estimate scope before you commit?
Start with the ERP questionnaire so we can understand your systems, integrations, and reporting needs before proposing a migration plan.
Jewelry ERP Data Migration FAQ
How long does a jewelry ERP data migration take?
Timelines depend on the number of data sources, data cleanliness, and whether historical transactions are included. Most projects include discovery, mapping, test migration(s), and a final cutover window.
Can you migrate data from POS systems and spreadsheets too?
Yes. We routinely work with multiple sources, then normalize and map data so Business Central is consistent. We’ll define system-of-record rules so integrations don’t reintroduce bad data.
Do you migrate full transaction history?
We can, but it’s not always necessary. Many teams choose masters + open items or limited history to keep performance strong and reporting clean. We’ll recommend scope based on how you operate and what you actually need to report on.
How do you validate that the migration is accurate?
We validate record counts and reconcile key totals (inventory quantities/valuation and open balances when in scope). We also run operational tests like creating orders, applying pricing, and confirming typical workflows behave correctly.
Will migration affect our day-to-day operations?
During test migrations, no. For final cutover, we plan timing and sequencing to minimize disruption. We’ll define the freeze window, final export timing, and post-migration verification steps so go-live is controlled.
Do you also handle Business Central setup and training?
Yes. Migration is often part of a larger rollout. If you need configuration, implementation planning, or training, we can scope that as part of your engagement.
Next up: explore ERP services, review resources, or contact us to discuss migration scope and timing: Contact e-Jewelry365.
Ready to migrate without chaos?
Get a migration plan that protects inventory accuracy, financial clarity, and user confidence in Dynamics 365 Business Central.
If you’re also evaluating ERP options, start at e-Jewelry365 and review the service overview.
