Hello, We would like to migrate from Perfex CRM to ERPNext, I understand that this could be a job of export & importing excel sheets but I would like to go ahead with the best practices.
One of the hicups I am facing is that with Perfex CRM there is no inventory module, so importing all my past invoices & quotations etc. it is difficult to match it to the ‘items’ in ERPNext.
I would like to know your opinion/guidance on what is the best way to do this? Should I create a standard item for all old items or how should I do it?
Noting that I have approx. 2-3 years worth of history data.
Will also appreciate if someone can guide me as a freelancer?