Migrate from SAP Business One
Move from SAP Business One to PeakSpitz, safely.
Moving off SAP Business One should feel like restoring from a backup, not a leap of faith. Your ERP / business suite data is read into a PeakSpitz environment of your own, checked against your real numbers, and run in parallel — while SAP Business One keeps running, untouched, the whole time. Here is exactly how, step by step.
SAP Business One is a mature, full ERP that has run tens of thousands of small and mid-size companies for over two decades — if it fits your processes and budget, it is a serious system. The migrations we see start when annual maintenance, per-user licensing and consultant dependency outgrow a small team. Leaving it is mostly a data exercise: Business One’s data model is well documented, and everything you own can be exported.
The safe way to leave SAP Business One
Work down the list at your own pace. Nothing here is irreversible, and your current system stays live throughout.
- 1
Before you touch anything — get a backup you own
Get a copy of your data out of SAP Business One that you control — a file held on your side, not just a setting inside the system. Confirm in your contract that you have the right to export, and note any renewal, notice or lock-in dates so the timing stays on your terms.
- 2
Export your data
Pull customers, products, open orders, history, invoices and ledgers out of SAP Business One in the most complete format it offers — CSV, spreadsheet, or an account/API export. Take the history too, not just open items: past records, documents and contacts are worth keeping.
- 3
Send us a sample
Before you commit, send us a representative slice — a handful of customers, a few recent orders or bookings, part of your catalogue. We map it into PeakSpitz and show you the restored result, so you see exactly how your ERP / business suite data lands before you move the rest.
- 4
See what maps to what
We line SAP Business One up against PeakSpitz: customers, products, open orders, history, invoices and ledgers become customers, catalogue, orders, documents and ledgers in one joined-up system. Anything without an obvious home is flagged early, not discovered late.
- 5
Bring it in — a read-only restore
Your data is read into a fresh, isolated PeakSpitz environment of your own. Nothing inside SAP Business One is touched, changed or switched off — it keeps running exactly as it is.
- 6
Verify against your numbers
Before you trust it, reconcile the totals — balances, counts, tax and revenue — against what SAP Business One shows today. The numbers have to match before anything goes live.
- 7
Run both in parallel
Keep SAP Business One live and run PeakSpitz alongside it for as long as you like. Compare like for like, move one area across first, and build trust before you depend on it. No big-bang cutover, and no deadline from us.
- 8
Cross over and decommission — on your terms
Switch over only when PeakSpitz has earned it. Keep your SAP Business One export archived as a safety net, and close the old subscription when you are ready — not a moment before.
What maps where: SAP Business One → PeakSpitz
SAP Business One
Business Partners (customers and vendors in one master)
PeakSpitz
Customers and Suppliers as separate records
Keep the BP code as your cross-reference during the parallel run.
SAP Business One
Item Master Data
PeakSpitz
Products with per-warehouse stock
SAP Business One
Sales Order → Delivery → A/R Invoice document chain
PeakSpitz
One order record carrying fulfilment and invoicing
The three-document chain collapses into one traceable order.
SAP Business One
Production Orders and Bills of Materials
PeakSpitz
Work orders and BOMs in the production engine
SAP Business One
Chart of Accounts and Journal Entries
PeakSpitz
Accounts with opening balances
Bring the trial balance and open items; archive deep journal history read-only.
What to watch when leaving SAP Business One
- ⚠
User-defined fields (UDFs) and add-ons carry a lot of B1 installs. Inventory them first — most re-express as configuration or data filled over the open REST API, but that mapping is a decision, not an import.
- ⚠
Open documents (part-delivered orders, unpaid invoices) need a cutover rule: close them in B1 or re-key the open set. Decide before exporting, not after.
- ⚠
Bring balances and open items, not full document history. Years of closed documents are better archived read-only than migrated.
- ⚠
B1 licensing generally runs on annual maintenance — time the parallel run against your renewal date so you are not paying twice longer than planned.
Common questions about leaving SAP Business One
Do we lose our SAP Business One document numbering?
No — reference codes and document numbers come across as references on the imported records, so you can trace any migrated order or invoice back to its B1 original.
How long does a Business One exit take for a small team?
It depends on data volume and how many add-ons you run. The pattern that works is a parallel run: masters and balances first, then live orders in PeakSpitz while B1 stays read-only for history. Small teams typically cross over within a few weeks.
We rely on a B1 add-on. What happens to it?
List every add-on and UDF before anything moves. Much of it becomes standard configuration; for the rest, PeakSpitz’s open REST API and webhooks are the extension path — and we will tell you honestly if something has no good equivalent yet.
As much help as you want
Do it yourself, or have us map your fields, run the import and reconcile the result with you. Support is a ladder — you start where you are comfortable and step up only where an area needs it.
See the full safe-migration approach →Why people leave SAP Business One
PeakSpitz runs the whole business on one AI platform — not a single corner with the rest bolted on — with Spitz AI and unlimited users included. See the difference side by side.
Compare PeakSpitz vs SAP Business One →Bring your SAP Business One data in safely. Cross over when you are ready.
Send us a sample of your data and we will show you the restored result — no commitment, no risk to your live system.