Acumatica· Data migration
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 7 of 11 · Implementation · Updated October 26, 2026

Acumatica data migration

After mapping sign-off, a Acumatica data migration is a controlled load. superglue's agent shows you the target and a transformed sample, waits for your approval, loads in batches, and reconciles source and target. The same saved tools run the trial load and the production load, so production gets exactly what you tested.

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How this step works

What the agent does

  • Builds the load as saved tools that run the same way every time, with no AI at execution time.
  • Loads in small batches and reports rejected records with the reason.
  • Reconciles record counts and totals between source and target after each load.
  • Runs timed trial loads, so you know how long the final load takes.

What you decide and approve

  • When a batch is safe to load. Every write pauses for your approval.
  • How rejected records are fixed: in the source, in the mapping or by hand.
  • Whether a reconciliation difference blocks the next load.

What the client gets

  • A reconciliation report for each load.
  • A list of rejected records with the reason.

What makes a Acumatica data load work

  1. 01

    Set up periods and segments before the load

    Financial periods must exist and be open for the migration date. Subaccount segments must exist before any account that uses them.

  2. 02

    Reconcile per branch

    Balances are tracked per branch. A correct company total can hide wrong branch balances.

  3. 03

    Check completeness as well as accuracy

    Compare record counts per entity as well as totals. A missing batch can still produce a plausible total.

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.

Read the announcement

Frequently asked questions

How do you load data into Acumatica safely?

Set up periods and segments before the load; Reconcile per branch; Check completeness as well as accuracy. The agent runs the trial and the production load with the same saved tools.

Does superglue write to Acumatica without approval?

No. Before any write, the agent shows the target, the connection and a transformed sample, and waits for your approval.

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.