SAP B1 Migration Tool
Not StartedOne-time SAP B1 data migration — Chart of Accounts, Entities, Products, Open AR/AP, and 5 fiscal years of transactional history.
Upload Data Packages
Upload the SAP B1 data export files for each data category. Accepted formats: CSV, JSON. Also upload the SAP Summary Report for balance comparison. Migration covers 5 fiscal years of transactional history.
Chart of Accounts
Required • CSV or JSON
Drag & drop or browse
CSV / JSON up to 50MB
Please upload a valid CSV or JSON file.
Entities (Master Data)
Required • CSV or JSON
Drag & drop or browse
CSV / JSON up to 50MB
Please upload a valid CSV or JSON file.
Products (Catalog)
Required • CSV or JSON
Drag & drop or browse
CSV / JSON up to 50MB
Please upload a valid CSV or JSON file.
Open AR (Accounts Receivable)
Required • CSV or JSON
Drag & drop or browse
CSV / JSON up to 50MB
Please upload a valid CSV or JSON file.
Open AP (Accounts Payable)
Required • CSV or JSON
Drag & drop or browse
CSV / JSON up to 50MB
Please upload a valid CSV or JSON file.
Transactional History
Required • 5 Fiscal Years • CSV or JSON
Drag & drop or browse
CSV / JSON up to 200MB
Please upload a valid CSV or JSON file.
Bank Accounts
Required • CSV or JSON
Drag & drop or browse
CSV / JSON up to 50MB
Please upload a valid CSV or JSON file.
SAP Summary Report
Required • For balance comparison • PDF or CSV
Drag & drop or browse
PDF / CSV up to 50MB
Please upload a valid PDF or CSV file.
Data Clean-Up Required
SAP B1 migration requires data clean-up before import. Ensure all export files have been verified and duplicate records removed prior to upload. Migration will not overwrite existing live data.
Validate & Preview
Review record counts, duplicate detection results, and data integrity checks before proceeding to import.
Record Count Comparison
Run validation to see results| Data Category | SAP Expected | Imported | Match Status | Duplicates | Integrity Issues |
|---|---|---|---|---|---|
| Chart of Accounts | -- | -- | Pending | -- | -- |
| Entities | -- | -- | Pending | -- | -- |
| Products | -- | -- | Pending | -- | -- |
| Open AR | -- | -- | Pending | -- | -- |
| Open AP | -- | -- | Pending | -- | -- |
| Transactional History (5 FY) | -- | -- | Pending | -- | -- |
| Bank Accounts | -- | -- | Pending | -- | -- |
Exception Summary
All validation errors must be resolved before proceeding to import.
--
Total Exceptions
--
Duplicates
--
Integrity Issues
--
Format Errors
Import blocked: Validation exceptions found. Please re-upload corrected data files and re-run validation to proceed.
Import Execution
Start the data import process. Progress is tracked per category. Migration entries are tagged as type "Migration" in the audit trail.
Category Import Progress
Balance Reconciliation
Verify imported AR/AP totals and GL trial balance against the SAP B1 source report. All checks must pass before proceeding.
Balance Comparison
| Check | SAP Source (PHP) | Imported (PHP) | Variance | Status |
|---|---|---|---|---|
AR Total (Open Receivables) Imported AR invoices vs SAP AR report | -- | -- | -- | Pending |
AP Total (Open Payables) Imported AP invoices vs SAP AP report | -- | -- | -- | Pending |
GL Trial Balance Imported GL entries vs SAP trial balance | -- | -- | -- | Pending |
Completeness Verification
Review the completeness checklist. Each category is compared against the SAP source record counts to confirm all data was imported.
--%
Completeness
100% completeness required to proceed to confirmation.
Category Completeness Checklist
Chart of Accounts
-- / --Entity Tax IDs and chart codes de-duplicated
Entities (Master Data)
-- / --Customers, suppliers, agents fully imported
Products (Catalog)
-- / --Product codes de-duplicated, UOM conversions verified
Open AR (Accounts Receivable)
-- / --All open invoices imported with correct aging
Open AP (Accounts Payable)
-- / --All payables matched to supplier entities
Transactional History (5 Fiscal Years)
-- / --5 fiscal years of journal entries with MIGRATION tag
Bank Accounts
-- / --All bank accounts and SFTP configs verified
Audit Trail Entries
-- / --All migration events logged in immutable audit trail
Confirm Migration
Review the migration summary and confirm completion. This action marks the migration as COMPLETED and logs the event in the audit trail.
Migration Summary
--
Total Records Imported
--%
Completeness
-- / 3
Reconciliation Checks
5
Fiscal Years Covered
| Data Category | Records Imported | Balance Check | Completeness |
|---|---|---|---|
| Chart of Accounts | -- | -- | -- |
| Entities | -- | -- | -- |
| Products | -- | -- | -- |
| Open AR | -- | Pending | -- |
| Open AP | -- | Pending | -- |
| Transactional History | -- | Pending | -- |
| Bank Accounts | -- | -- | -- |
Audit Trail Notice
Confirming migration completion will log this event in the immutable audit trail. This tool remains accessible post-migration for audit reference. The migration status will be permanently set to COMPLETED.
Migration Not Started
No migration data found. Click Refresh to check for an existing migration, or proceed with Step 1 to begin uploading files.
Failed to Load Migration Status
Something went wrong while fetching migration data. Please try again.
Validation Exceptions
Review and resolve all exceptions before proceeding to import.
| Record Type | Record ID | Error Type | Error Detail | Suggested Resolution |
|---|---|---|---|---|
No exceptions found. | ||||
No exceptions match your filter criteria.
0 total exceptions — re-upload corrected files on Step 1 to resolve.
Confirm SAP B1 Migration Complete
Migration Summary
Balance Reconciliation Results
You must confirm before proceeding.