Moving From Spreadsheets To ERP
Move from spreadsheets to ERP in controlled steps: clean master data, choose an opening date, validate imports, test transactions and compare reports before the team switches its daily work.
Agree On The Source Of Truth
Different spreadsheets often contain different versions of the same customer, item or balance. Choose the authoritative file for each record type and resolve duplicates before importing. Keep an unchanged copy so the migration can be reviewed later.
Separate Masters From Transactions
Products, customers and suppliers describe the business. Purchases, invoices and payments describe events. Prepare the master records first, then check references used by later imports. A missing or ambiguous product reference should be fixed rather than guessed.
Validate A Small Batch
Download the relevant template and test a representative sample before sending a full file. Grocom supports CSV and Excel imports for supported records, with up to 2,000 rows and 5 MB per file. Review validation errors and the preview before confirming.
Check The Business Result
Run a small purchase, sale, return and payment after setup. Compare quantities, customer dues and financial totals with the source documents. Agree on who will make corrections and when the previous spreadsheet stops receiving new daily entries.
A Practical Workflow
- Back up source files and remove duplicate masters.
- Set an opening date and review quantities and balances.
- Use templates and preview a small import batch.
- Reconcile results and train the team before switching daily entry.
If an old sheet uses “Tote Blue”, “Blue Tote” and “TOTE-001” for the same product, map them to one agreed SKU before import. Three apparently separate items would split stock and sales history.
What To Check Before You Start
Use a trial workspace to test your own records and review the results with the person responsible for your accounts. This guide explains operational choices; statutory requirements depend on your business and should be checked with your adviser.
Explore the workspace previews, review the current plans and activation terms, or contact Grocom support to discuss a requirement. The product FAQs explain imports, access and current integration limits.
Your Questions, Answered
Can I Upload Any Spreadsheet Unchanged?
No. Prepare supported records using the appropriate template and required references. Validate the file before confirming its import.
What Are Grocom’s Import Limits?
Each supported CSV or Excel import file may contain up to 2,000 rows and be no larger than 5 MB.
Should I Keep The Old Files?
Yes. Keep an independent unchanged copy and a clear record of the opening date and reconciliation.
