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The ERP importer is strict. Your legacy data isn't.

Every ERP migration stalls in the same place: the new system's importer rejects what the old system exported. Mixed date formats, duplicate vendors, blank required fields, trailing spaces in codes. CSV Power Editor is the workbench between export and import — normalize, dedupe, and validate each batch locally before the importer ever sees it.

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Clean and Prepare Data for ERP Migration — illustration
Workflow

Legacy export to import-ready file.

  1. 1

    Export the legacy tables

    Pull customers, vendors, items, or chart-of-accounts data from the old system as CSV or XLSX. Open them as tabs in one workbook so each entity stays inspectable.

  2. 2

    Normalize formats

    Run Trim Spaces and Trim All Cells to kill invisible whitespace, Change Case for consistent codes, Text to Date and Convert Types for the formats the importer demands, and Split Column where one legacy field needs to become two.

  3. 3

    Dedupe master records

    Remove Duplicates keyed on the natural key — vendor tax ID, item SKU, customer email — and review Fuzzy Duplicates for the near-matches that created the mess in the first place.

  4. 4

    Validate with filters

    Filter for blank required fields, use the regex operator to catch malformed codes, and export the offending rows for the data owner to fix. Live counts tell you instantly how big each problem is.

  5. 5

    Export per-entity import files

    Save each cleaned sheet as its own UTF-8 CSV or XLSX matching the importer's template. Save Filtered exports exception lists; Save As writes the clean batch. Originals stay untouched.

Why it works

Migration cleanup is iteration, not magic.

Preview before every change

Each Power Tool shows affected rows and counts before applying — essential when one wrong transformation can corrupt a master table you'll load thousands of times downstream.

Undo across the whole session

A 50-level per-workbook undo stack covers every edit and tool result, so an aggressive cleanup step is a keystroke away from reversal, not a re-export.

Repeatable runs with MCP

Migrations come in waves. Connect an MCP client like Claude Desktop and drive the same open-filter-trim-dedupe-export sequence by instruction on each new batch, while you watch every change in the grid.

Sensitive master data stays local

Vendor banking details, payroll codes, customer records — none of it goes to a web tool. The app runs entirely on your Mac with no outbound connections.

FAQ

Common questions.

Can it check that required fields are filled?

Yes. Add a filter for blank values on each required column — the live count shows how many rows fail — then Save Filtered to export the offenders as a fix list for the data owner.

How do I handle the same cleanup across multiple migration batches?

Two ways: the manual tools are fast to reapply since each shows a preview, or you can connect an MCP client (Claude Desktop, Cursor, Claude Code) and instruct it to run the same sequence on each batch while you watch the grid update.

Can it handle large master tables?

Sheets above 50,000 rows automatically use a disk-backed SQLite store, and the app is tested with 75,000-row files, so item masters and transaction histories stay responsive.

Does it import directly into the ERP?

No — and that's deliberate. It prepares clean CSV or XLSX files that your ERP's own importer (NetSuite, SAP, Odoo, Dynamics, or anything else that takes CSV) loads through its normal validation path.

Will the date formats survive the trip?

Text to Date and Convert Types normalize legacy date strings into a consistent format before export, and CSV output is always UTF-8, so the importer sees one predictable format instead of a mix.

Is it free?

The app is free to download with a 14-day full Pro trial — enough to run a real migration batch. After the trial, free mode keeps files up to 300 rows editable, and a one-time $14.99 Lifetime Pro purchase unlocks large files.

Keep going

Related guides.

Remove Duplicates from CSV Files

Find exact and fuzzy duplicate rows by key columns, preview what gets removed, then apply with undo.

Open Large CSV Files on Mac

Edit big exports with a disk-backed grid tested on 75,000-row files, live filters, and fast search.

Reconcile CRM and Ecommerce Customer Data

Match customer lists from your CRM and store by email, find missing records, and build one master list.
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