# Moving from spreadsheets to an ERP: a data migration checklist

Linx Labs · 2026-10-04
https://linxlabsstudio.com/en/blog/erp-data-migration-checklist/

Use this checklist as a starting point. Adapt it to your systems and responsibilities; it is not a completed implementation plan.

- [ ] Name the workflow and the datasets required for it.
- [ ] Assign a business owner and authoritative source to each dataset.
- [ ] Approve field mappings, currencies, dates and duplicate rules.
- [ ] Rehearse edge cases and reconcile counts, totals and relationships.
- [ ] Record cutover approval, late-change handling and rollback steps.
- [ ] Assign post-launch checks and archive access responsibilities.

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