Extract and keep the source as it is
The legacy system is read as it stands, and a source-faithful copy is retained. When a mapping is questioned six weeks later, the original record is still there to check.
Source extraction, field mapping, undocumented logic and failed target imports delay ERP projects. Beetl handles the data path so the programme keeps its date.
ERP plans budget for design workshops, testing and training. They rarely budget for the weeks lost to extracting legacy data, working out what the fields mean, and fixing three unrelated things before the target accepts a load.
The usual blocker is undocumented logic: a field filled by a customisation written years ago, a value that means one thing in one plant and something else in the next, a supplier that exists twice after a merger nobody unwound. None of it shows in the source schema.
We treat the data path as its own workstream. We read the legacy source as it stands, write mappings and rules as SQL and mapping tables instead of a hand-kept spreadsheet, and reconcile the output before it goes anywhere. Failures turn up on our side, not in the target's error log.
We take one entity group at a time: customers, suppliers, products, chart of accounts, open orders, or open receivables and payables. ERP configuration, process redesign, cutover, accounting policy and training are not ours. The data path is, and it is usually the part with the least clear owner.
The mapping lives in a spreadsheet that three people have edited and nobody trusts.
The target rejects a load, and the team can only find the failed records by opening them one by one.
Logic that matters sits in an old customisation nobody documented, and its author has left.
One bounded entity group at a time. Each one is extracted, mapped, validated, and reconciled before the next is opened.
The legacy system is read as it stands, and a source-faithful copy is retained. When a mapping is questioned six weeks later, the original record is still there to check.
Field mappings, value crosswalks, and the rules behind them become SQL and mapping tables you can read and review, rather than steps inside a migration spreadsheet.
Data-quality checks and reconciliation totals run against the prepared output, so problems surface before the target rejects a load rather than after.
Reconciled, target-ready data with the mapping decisions still legible, so the next entity group starts from evidence rather than memory.
Customers, suppliers, products, chart of accounts, open orders, open receivables and payables. Tell us the source ERP and the target, and we will scope one group.
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