Seven Financial Years Migrated onto Zoho Books and Inventory
Seven financial years of history moved out of Microsoft Dynamics and reconciled, year by year, before anyone relied on it.
Seven financial years of Microsoft Dynamics data migrated and reconciled, year by year, into one Zoho ledger
Proelium Learning Solutions Private Limited
India
Zoho Books and Zoho Inventory implementation with data migration and integration
Ten weeks from kickoff, migration running from week five
Client overview
Proelium Learning Solutions is an Indian education and learning solutions business, running its own eSurge application alongside its finance and stock operations.
Business challenges
Proelium wanted a modern cloud finance and inventory platform, but the history that made it credible was sitting in Microsoft Dynamics.
- Accounting, receivables, payables, banking and GST compliance spread across systems rather than consolidated
- Seven financial years of accounting and inventory history, 2018 to 2026, that had to come across intact
- No structured item, warehouse or order management, and no real-time view of stock
- Statutory and management reporting assembled outside the accounting system
- The eSurge application holding operational data with no link to finance
What they needed
- One ledger covering accounting, AR, AP, banking and GST for the entity
- Item, warehouse and order management with live stock visibility
- Every migrated year reconciled against the source books before sign-off
- Statutory and management reporting from Zoho native reports, with no custom development to maintain
- A two-way data exchange between Zoho and eSurge
- A team able to run and administer the platform without ongoing help
Our solution
Kelevo implemented Zoho Books and Zoho Inventory within Zoho native capability, keeping the build upgrade-safe, and treated the migration as the critical path rather than an afterthought.
- Zoho Books — accounting, receivables, payables, banking and GST compliance consolidated onto one ledger, using Zoho native reports and PDF templates rather than custom development
- Zoho Inventory — structured item, warehouse and order management with real-time stock visibility, integrated with Books
- Seven-year migration — each financial year from 2018 to 2026 migrated and reconciled as a discrete unit, with trial balance, receivables, payables and stock signed off year by year against the source records
- Two-way eSurge integration — a bidirectional exchange keeping Zoho and Proelium eSurge application in sync on an agreed record and field set
- Go-live cutover — current-year transactions carried through to the go-live date, followed by UAT, training and hypercare
Key features delivered
- Year-by-year reconciliation Nothing is signed off until it matches the source books.
- Native-first build Zoho standard reports and templates, so upgrades never break the setup.
- Live stock visibility Item, warehouse and order data in one place.
- GST-ready ledger Returns reconcilable directly from Zoho.
- eSurge in sync Two-way exchange between operations and finance.
- Handover to the team Training and administration built into the plan.
Business impact
7
Financial years migrated
2018-26
History reconciled
2-way
Zoho to eSurge integration
10
Weeks to go-live
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