Data migration is one of the most underestimated parts of any Sage X3 project. Bad master data, missing relationships, or dirty open transactions can sink a go-live before week one.
PRH Consulting brings a disciplined data migration approach to every implementation, plus mid-life master data cleanup for clients already running Sage X3.
Problems we solve
- Duplicate customers, suppliers, and items
- Inconsistent master data across legacy systems
- Open transactions that don't reconcile
- History migration scope decisions
- Lack of an auditable migration trail
What we deliver
Master data templates
Validated import templates for customers, suppliers, items, BOMs, routings, accounts, dimensions, and more.
Data cleansing
Identification and resolution of duplicates, missing fields, and invalid relationships.
Open transaction migration
Open AR, AP, POs, SOs, work orders, and inventory balances with reconciliation reports.
History strategy
Decisions on how much history to migrate, where to summarize, and where to archive.
Reconciliation
Pre- and post-migration reports that executives can sign off on.
Our approach
Test, test, test
Multiple migration dry runs in pre-production environments before cutover.
Auditable
Every record migrated is traceable back to its source.
Pragmatic history
Most clients don't need 10 years of detail in Sage X3. We help decide what actually moves.
Outcomes you can expect
- Clean go-live with master data leadership can trust
- Open balances that reconcile day one
- Reduced post-go-live data cleanup
- An auditable trail from legacy to Sage X3
Frequently asked questions
Can you clean up master data after we go live?
Yes. Mid-life data cleanup is one of our most common engagements. We use a combination of Sage X3 imports, scripts, and process redesign.
How much history should we migrate?
Usually less than clients initially want. We help analyze actual reporting needs against the cost of migrating and storing detail.
Do you handle data migration from non-Sage systems?
Yes — Dynamics, NetSuite, QuickBooks, custom ERPs, and industry-specific systems.