Acumatica· Data assessment
Overview
Pre-implementation
  1. Implementation plan
  2. Discovery
  3. Data assessment
  4. Solution design
Implementation
  1. Configuration
  2. Data mapping
  3. Data migration
  4. Testing and UAT
  5. Cutover
Post go-live
  1. Hypercare
  2. Handover
Step 3 of 11 · Pre-implementation · Updated October 26, 2026

Acumatica data assessment

A data assessment tells you what data exists, how much of it there is, and whether it is ready to move to Acumatica. Problems found here cost hours. The same problems found at cutover cost the go-live date. superglue's agent reads the source system read-only, counts and tests the records that matter, and reports readiness in plain language.

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How this step works

What the agent does

  • Reads the source system and makes focused read-only queries. Nothing is written.
  • Builds an inventory of entities, record counts, date ranges and relationships.
  • Tests data quality with real counts: duplicates, missing values, orphaned references and inconsistent codes.
  • Reports readiness as ready, ready with caveats, or blocked.

What you decide and approve

  • Which modules and how much history are in scope.
  • Which issues the client fixes in the source and which the mapping handles.
  • When the findings are good enough to start mapping.

What the client gets

  • A data readiness report with counts and examples.
  • A cleanup list for the client team.

What to look for before a Acumatica migration

  1. 01

    Count the combinations actually used

    A segment structure can allow tens of thousands of combinations while the client posts to a few dozen. The used set is the real requirement.

  2. 02

    Expect source data to need repair

    Duplicates, missing classes and inconsistent codes are normal. Plan the cleanup before the conversion starts.

  3. 03

    Check items for what Acumatica requires

    Stock items need an item class, units of measure and warehouses. Legacy item files often lack one of them.

From Acumatica partners
18
ERP implementation firms in Pine Services Group
10,000+
customers served by those firms

Through Pine Services Group, work is underway with i-Tech, an Acumatica partner.

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Frequently asked questions

What should you check before a Acumatica migration?

Count the combinations actually used; Expect source data to need repair; Check items for what Acumatica requires. The agent checks these read-only and reports readiness.

How does superglue work with our consultants?

superglue works alongside your team. The agent takes on the repetitive work, such as reading documents, drafting, mapping, loading and reconciling. Your consultants keep the client relationship and the decisions, and they approve every change to a client system.

Can we use our own implementation method?

Yes. Write your firm's method as a playbook, and every consultant and every session follows it. The documents the agent produces carry your firm's branding.

Which systems can we migrate from into Acumatica?

Common sources are Microsoft Dynamics GP, QuickBooks, Sage 100, MYOB and spreadsheets. The agent also reads Excel, CSV and XML exports and most systems with an API or a database.

Is client data safe?

superglue holds a SOC 2 Type 2 report and works under GDPR. Credentials are encrypted with AES-256. On the Enterprise plan, superglue can run on your own infrastructure.

How do we start?

Start with one live Acumatica project. Connect the client's systems, give the agent the statement of work, and run the first steps together with us.