Data Migration is the process of taking data from your previous system and getting it into Mifos. This can be achieved manually, or through automation or some mix of both.

Data migration typically involves:

• Analysis of source data
• Extraction of source data
• Transformation of source data into another form
• Validation and repair of transformed data
• Loading of data in the desitnation system (or new application)
• Verifcation of loaded data and use of new application

Data migration can be a time-consuming and resource-intensive process and suggest that the business value for migrated data be closely assessed.  

There are three different levels of data migration:

• No Data Migration.  Upon rollout open all new accounts in Mifos and run in parallel with the old system until all clients are managed in Mifos.  (Low Impact)
• Only Opening Balances.  Only migrate client data and opening balances for all loan and savings products. (Medium Impact)
• All Historical Data. Migrate all data into Mifos (High Impact)

See the Data Migration section in our deployment toolkit and data migration documentation on MifosForge to assist with the process.