Complete AI Training
Sign inGet my AI kit

Your job's AI kit

Get your AI kit

Tell us who you are and what you do. We show you your kit right away and email you the link: skills, prompts, AI agents, MCP servers and courses for your job.

500+ jobs ready, and we make a kit for any other job. No payment needed to look.

Share

AI agent for erp consultants

ERP Data Migration Validation Agent

Migrated data proven complete and correct before it is used live

Quality controlIT and development
See how it worksGet access
ERP Data Migration Validation Agent: what goes in, what the agent does and what you get

What it does

Moving data from old systems into a new ERP is error-prone: fields map wrongly, records drop and totals change, and errors surface after go-live. After each migration run this agent compares the source with the loaded data. It checks record counts by type, reconciles key totals like account balances and inventory values, and compares a sample of records field by field. It confirms mapping rules were applied and required fields are filled. Where counts or totals differ, it traces which records differ and why, such as a filter dropping inactive items. It reports pass or fail per data type and never calls a migration clean until counts and totals reconcile. You approve the data for go-live. Edge case: a total that differs because of an agreed rule, such as excluding cancelled orders, is reconciled with that rule, not flagged.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Migration run completed 2 USES A TOOL Compare record counts by data type 3 USES A TOOL Reconcile control totals such as balances andinventory value 4 USES A TOOL Sample records and compare them field by field 5 CHECKS THE RESULT Do counts, totals and samples match the source underthe agreed rules? If not: trace the differing records and cause, fix themapping and rerun. Back to step 2. 6 CHECKS THE RESULT Are all required fields filled in the loaded data? If not: list the empty fields and apply the agreeddefaults or source fixes. Back to step 4. 7 DOES Report pass or fail per data type 8 YOU APPROVE Consultant approves the data for go-live 9 RESULT Migration validation report
Read the steps as a list
  1. Migration run completed
  2. Compare record counts by data type
  3. Reconcile control totals such as balances and inventory value
  4. Sample records and compare them field by field
  5. Do counts, totals and samples match the source under the agreed rules?If not: trace the differing records and cause, fix the mapping and rerun. Back to step 2.
  6. Are all required fields filled in the loaded data?If not: list the empty fields and apply the agreed defaults or source fixes. Back to step 4.
  7. Report pass or fail per data type
  8. Consultant approves the data for go-liveThe agent waits here for your OK.
  9. Migration validation report

How it decides

A data type passes only when record counts and control totals reconcile with the source and sampled records match field by field.

  • Pass only when counts and totals reconcile
  • Apply agreed rules before flagging a difference
  • Require all mandatory fields filled

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Control totals per data type
  • Sample size
  • Mapping and reconciliation rules
  • Required fields

What keeps you in control

It always asks you first

  • Approving migrated data for go-live use

Hard limits

  • Does not go live without approval
  • Validates on a test load before go-live

It stops when

  • Done: all data types pass and reported
  • Stop: source data is unavailable to compare

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensIn the second mock load at Fenwick Supply on August 8, the customer migration loaded 9,980 of 10,000 records, so the count check failed. The agent traced the 20 missing to blank country codes rejected by the load. The mapping was fixed to default them, and the rerun loaded all 10,000. Balances matched after excluding cancelled transactions per the agreed rule. The consultant approved the data.

More agents for erp consultants

Risk management · Customer support

Support Migration Checklist Agent

A migration only starts when every prerequisite is verified.

7 steps1 check6 jobs
Quality control · Management

Team Knowledge Handoff Test Agent

Handoff guides that someone new can actually follow.

8 steps2 checks6 jobs
Communication · Customer support

Training Session Attendance Recovery Agent

Make sure every key user finishes training, either live or through a catch-up path.

11 steps2 checks3 jobs
Quality control · Customer support

Integration Setup Verification Agent

Confirm that data flows correctly in both directions before an integration is marked complete.

11 steps2 checks8 jobs