MYOB Exo to MYOB Acumatica Migration for a Wholesale Distributor
Eight years of inventory and transaction data migrated from MYOB Exo to MYOB Acumatica. Custom order entry screens rebuilt. Six integrations reconnected to the new platform. Business live before the MYOB Exo end-of-support deadline.
Wholesale distributor: 80 staff, high-volume order processing
A Sydney-based wholesale distributor supplying industrial consumables to trade customers across Australia. The business ran 400 to 600 orders per week, with inventory across three warehouse locations. They had been on MYOB Exo for eight years.
The finance and operations teams had invested heavily in Exo customisation over that time. Order entry screens were rebuilt to match their workflow. Crystal Reports were woven into their invoicing and picking processes. Six integrations connected Exo to their 3PL provider, e-commerce platform, CRM, and freight management system.
When MYOB formally announced end-of-support for Exo, the business had 14 months to migrate. They had started a migration conversation with another vendor nine months earlier but ended it when the scope ballooned and the timeline slipped before any work had started.
What needed to change
The business had two specific blockers. First, the custom order entry screens built in Exo had become fundamental to how the operations team worked. The default Exo screens had been replaced years earlier, and the team had not used them since. Any replacement platform needed equivalent screens before go-live, not as a phase two.
Second, six integrations connected Exo to the rest of the business. The 3PL integration pushed despatch confirmations back into Exo inventory in near real-time. The e-commerce integration synced stock levels to their online store every 15 minutes. The freight integration generated consignment notes and updated order records with tracking numbers. None of these would survive migration without a deliberate rebuild.
Data volumes were also significant: eight years of order and inventory history, a supplier catalogue with 12,000 SKUs, and over 3,200 active customer accounts. The business needed historical reporting access post-migration, not just opening balances.
The previous migration attempt had stalled because the vendor scoped the data migration and integration work separately, with separate pricing and separate teams. Scope grew, timelines extended, and the business had no clear picture of what the project actually contained.
What we built
Migrated to MYOB Acumatica with full eight-year data history. Custom order entry screens rebuilt on Acumatica before go-live. All six integrations rebuilt on the Acumatica API. Live 18 days before the MYOB Exo end-of-support date.
Data Extraction & Migration
Full SQL extraction from MYOB Exo: 12,000 SKU inventory catalogue, 3,200 customer accounts, 800 supplier records, eight years of order and transaction history, and all warehouse location data. ETL pipeline built in Python with staging in PostgreSQL. Three test migrations run before production cutover.
Custom Order Entry Rebuild
The bespoke Exo order entry screens were documented in detail during the audit phase. Equivalent screens were built in MYOB Acumatica using the Acumatica customisation framework. The operations team participated in UAT for four weeks before go-live, refining screen layouts and workflows.
Integration Rebuild
All six integrations rebuilt on the MYOB Acumatica REST API: 3PL despatch confirmation sync, e-commerce stock level feed, freight consignment note generation, CRM customer record sync, purchasing system order feed, and accounts payable matching. Each rebuilt with monitoring and automated alerting.
Crystal Reports Replacement
Fourteen Crystal Reports were in active use. We catalogued all fourteen, confirmed eleven were needed, and rebuilt them: eight in Acumatica native reporting, three in an external React dashboard for management-level reporting. Three reports were confirmed as historical only and archived.
How it works
Environment audit
Connected to the Exo SQL database and catalogued every entity: data volumes by year, all 14 Crystal Reports, the six integration points, and every custom screen and scripting layer in the Exo environment. Produced a full migration scope document with complexity ratings for each component.
Platform selection and mapping
MYOB Acumatica was the clear recommendation: it handles the inventory and order management complexity, is the platform MYOB is steering Exo customers toward, and the Acumatica customisation framework can replicate the custom order screens. Data model mapped from Exo to Acumatica before any migration code was written.
ETL build and first test migration
Python ETL scripts built for extraction from Exo SQL, data cleaning (deduplication of customer records, resolving orphaned inventory transactions, normalising address formats across 3,200 accounts), and load into Acumatica sandbox. First test migration in week 7.
Custom screen development
Order entry screens built on the Acumatica customisation framework in parallel with the data migration work. Operations team involved in weekly reviews from week 4. Screen layout, workflow logic, and keyboard shortcuts all rebuilt to match the Exo equivalents the team had used for eight years.
Integration rebuild and testing
All six integrations rebuilt on the Acumatica API. Each tested in sandbox against representative data from the Exo environment. 3PL integration tested with the 3PL's sandbox environment. E-commerce integration tested against a staging copy of the online store.
UAT, parallel running, and cutover
Finance and operations teams ran UAT for four weeks. Parallel running for three weeks with orders processed in both systems and results compared. Cutover at end-of-month, 18 days before the Exo end-of-support date. Exo kept in read-only mode for 90 days.
Measurable outcomes
The previous attempt failed because nobody owned the whole project. HELLO PEOPLE scoped everything together: the data migration, the custom screens, the integrations, the reports. One team, one price, one deadline. We went live 18 days before the Exo support cutoff with the operations team saying the new screens were actually better.
How we delivered it
Environment Audit
2 weeksFull Exo SQL catalogue. All customisations, Crystal Reports, integrations, and data entities documented. Migration scope defined.
Data Mapping & ETL Build
5 weeksData model mapping from Exo to Acumatica. Python ETL pipeline built. First test migration run and finance team review.
Custom Screen Build
6 weeksOrder entry screens rebuilt on Acumatica customisation framework. Operations team reviews weekly. UAT begins in parallel.
Integration Rebuild
5 weeksAll six integrations rebuilt on Acumatica API. Individual testing against sandbox and partner systems. Monitoring configured.
Parallel Running & Cutover
4 weeksThree-week parallel run. Finance and ops validation. End-of-month cutover. Post-cutover support through first BAS lodgement.
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