Technology

Greentree ERP Data Migration
Migrate the detail, not just the balances.

Planning a move off Greentree ERP? The data, the integrations and the reports all have to land somewhere new at once. We map that work for businesses heading to Business Central, MYOB Acumatica, NetSuite, Xero or a modular app stack.

Perth-based, working with Australian businesses nationwide. We do the migration and the integration work, and your chosen platform partner handles the configuration in the new system.

Send Enquiry Call 0425 531 127
  • AU-wide Perth-based · servicing Australia
  • ERP Erp migration specialists
  • Fixed Price scopes, no surprises
  • Reporting & integration rebuilds
Australian owned and operated

Built here. Your data stays here.

  • No offshore development. Everything is written by our own team in Australia. Nothing is subcontracted overseas.
  • Your data stays onshore. Hosted in Australia, on infrastructure you own, under Australian law.
  • Every state, not just ours. Perth, Melbourne, Sydney, Brisbane, Adelaide and everywhere between.
What We Do

Move on from Greentree at your own pace

Greentree ERP is still familiar territory for many mid-market teams, but many businesses are now reviewing whether the current platform shape still fits how they want to operate. The trigger is usually better reporting, a cleaner cloud model, or a simpler integration architecture rather than a sudden technical event.

HELLO PEOPLE helps scope and deliver the move from Greentree into a platform or architecture that better suits the next stage of the business. We handle data migration, integration, and reporting transition work. Your chosen ERP partner handles the destination implementation.

Typical destinations include Business Central, MYOB Acumatica, NetSuite, and in some cases a modular stack where finance and operational systems are separated more clearly.

Sound Familiar?

Signs Greentree no longer fits your business

These are the situations we see most often when Greentree teams begin planning a migration or replacement project.

The business wants a cleaner cloud operating model

The current platform still works, but the team wants easier access, better user experience, and a simpler path for change than the existing setup provides.

Reporting still depends on too much manual effort

Management reporting gets produced, but only through scheduled outputs, spreadsheet handling, or staff who know how to assemble the right view each month.

Integrations and add-ons have become part of the problem

The ERP is now surrounded by approval tools, reports, exports, and side systems that make change slower and harder than it should be.

What We Do

Help for teams leaving Greentree

Data migration, conversion, move planning, integrations, dashboards, and reporting transition for Greentree ERP users moving to Business Central, MYOB Acumatica, NetSuite, or a connected stack.

Migrate, convert, or move your Greentree ERP data to Business Central, MYOB Acumatica, NetSuite, or Xero

Greentree ERP remains familiar to many Australian and New Zealand mid-market teams because it has carried finance, distribution, project, and operational workflows for a long time. Migration starts when the business wants a cleaner cloud model, better reporting, or simpler integration patterns around it.

We scope the migration across finance data, customer and supplier records, inventory, reporting dependencies, and the workflows or add-ons that have grown around the ERP over the years.

Custom integration services

Reconnect the systems around Greentree on a cleaner architecture

Greentree environments often end up connected to payroll, CRM, reporting tools, approval systems, and operational applications through a mix of exports, integrations, and custom logic.

We review what the business still needs, remove unnecessary complexity, and rebuild the required integrations around the target ERP or a middleware layer that is easier to support long term.

Custom integrations

Modern dashboards and reporting around your Greentree data

Businesses often hesitate to leave Greentree because reporting, management packs, or approval visibility still depend on it. We move the reporting layer out so the business can improve visibility before the ERP migration is complete.

We build dashboards for finance, projects, purchasing, debtor aging, and operational performance so teams can work from live data rather than manually assembled reports.

Dashboard & reporting software
Capabilities catalogue

Every Greentree replacement & migration job, in detail

Every capability below has been delivered for a real Australian or New Zealand business, from Greentree to NetSuite with multi-company consolidation to Greentree to Xero / MYOB simplification. If your scenario is not listed, ask, we build bespoke.

Greentree to NetSuite / Business Central

  • Greentree to NetSuite migration with multi-subsidiary support
  • Greentree to Business Central migration with AL extension rebuild
  • Greentree project / job costing translated to target ERP
  • Greentree inventory and warehouse mapped to NetSuite / BC modules
  • Greentree custom workflows recreated on the target platform
  • NetSuite SuiteScript or BC AL handover bundle

Greentree to Xero / MYOB

  • Greentree to Xero migration for businesses simplifying their stack
  • Greentree to MYOB Business / Acumatica migration with payroll
  • Greentree GL re-mapping with full transaction history preserved
  • Greentree inventory replaced with Cin7, Unleashed or Dear feeding Xero / MYOB
  • Greentree payroll exit with Xero Payroll, Deputy or Employment Hero
  • Xero / MYOB add-on ecosystem build-out to cover lost Greentree modules

Greentree data + history

  • Direct SQL extraction of Greentree databases (any module set)
  • Multi-company database consolidation into target ERP
  • Open AR / AP brought across with applied-entries linkage
  • Read-only Greentree archive for 7-year retention compliance
  • Document attachment migration into the new ERP
  • Posted document and audit-trail preservation

Greentree customisation migration

  • Greentree Approvals Plus and workflow customisation audit
  • eForms, custom screens and add-ons recreated on target
  • IDA / Crystal Reports rebuilt for modern BI
  • Greentree EDI and integration replaced with platform-native APIs
  • Custom dimension / analysis-field re-implementation
  • Custom software wrappers for high-value Greentree workflows

Multi-entity Greentree consolidation

  • Greentree multi-company consolidation into target ERP
  • Inter-company transactions and elimination rules mapped
  • Multi-currency revaluation history aligned to target platform
  • Group-wide chart-of-accounts standardisation during cutover
  • Statutory and tax-period reporting continuity through migration
  • Consolidated Power BI reporting layer at go-live

Phased Greentree retirement

  • Stage-gated migration roadmap by company and module
  • Sandbox dry-runs with finance team sign-off at each gate
  • Parallel-run period with reconciliation against Greentree
  • Cutover weekend planning, communications and rollback
  • Greentree licence wind-down and SQL archive setup
  • 30 days post-launch hyper-care from the founder
Migration Targets

Four places Greentree businesses move to

Popular paths include Business Central for Microsoft-aligned businesses, MYOB Acumatica for Australian mid-market teams, NetSuite for broader multi-entity ERP capability, and modular Xero-led stacks where that is a better fit.

Move from Greentree to Business Central for a Microsoft-aligned cloud ERP path

Business Central is often a strong fit for Greentree businesses already using Microsoft 365, Teams, Power BI, and Azure across the wider organisation.

It suits businesses that want a clearer cloud operating model, better API support, and a platform with strong finance and operational capability for the mid-market.

We handle the data migration, reporting move, and integration planning. Your Business Central partner handles configuration and extension work.

Choose MYOB Acumatica for Australian mid-market businesses needing cloud ERP depth

MYOB Acumatica is often the right fit where the business still needs inventory, approvals, project, or distribution capability, but wants a more local implementation context and cloud model than Greentree provides today. Greentree is a MYOB product too, so a Greentree to Acumatica move keeps you with the same vendor.

It is especially relevant for businesses that want a modern ERP without immediately stepping into the larger cost and complexity profile of some alternatives.

We scope the move around data, integrations, and reporting so the cutover plan is based on the actual operating model.

Use NetSuite when the business needs broader multi-entity ERP capability

NetSuite is often the stronger destination when the business is growing across entities, regions, or operational complexity and wants a larger cloud ERP platform.

It is also a common fit where Greentree has become too constrained for the next stage of growth, especially when reporting and API maturity matter.

We design the migration around data, reporting, and integration continuity so the project lands cleanly.

Move Greentree to Xero, with specialist apps beside it when one ERP is no longer the best fit

Some Greentree businesses are better served by separating finance, approvals, projects, and operational workflows into clearer systems rather than replacing one ERP with another.

That can mean Xero or MYOB for finance, a specialist project or inventory layer, and a cleaner reporting stack around them.

We migrate the data into the right applications and build the integration layer that keeps the business joined up.

An Alternative Path

An all-in-one ERP is not your only choice

Some Greentree teams are better served by separating finance, projects, approvals, and reporting into a cleaner application stack rather than replacing one ERP with another.

That can mean Business Central or Xero for finance, specialist applications for projects or inventory, and a cleaner integration layer joining the whole model together.

We help design that architecture, migrate the data into each application, and build the reporting and integration layer that keeps the business operating coherently.

Multi-App Architecture

Finance and operations on separate, connected apps

An example of what a more modular architecture can look like when a single ERP is no longer the best operating model.

Core Finance

Business Central, MYOB, or Xero holding the finance layer with more accessible reporting and cleaner cloud delivery.

Projects & Operations

The project, inventory, or operational tools that the business actually needs, whether inside the destination ERP or across a specialist app stack.

Approvals & Workforce

Approval workflows, payroll-linked processes, and user access models moved into cleaner modern systems where needed.

CRM & Service

Customer, service, or project tools connected cleanly to the new finance and operational model.

Integration Layer

The integration architecture that joins finance, projects, approvals, and reporting into one coherent operating model.

Unified Reporting

A reporting layer that reduces dependence on static report cycles and gives management live visibility across the business.

Case Study

Greentree ERP to Business Central: cleaner reporting, simpler approvals, stronger integration

A multi-entity services business moved from Greentree ERP to Business Central. Finance history and approvals were migrated, management reporting was rebuilt into live dashboards, and the surrounding integration layer was simplified before cutover.

Read the full case study
Multi Entity support
Live Reporting dashboards
Simpler Integration layer
Who This Is For

Is your Greentree setup one of these?

If this sounds like your environment, we can help shape the migration around it.

01

Mid-market businesses ready for a cleaner cloud operating model

The ERP still works, but the business wants better accessibility, easier reporting, and a simpler platform shape for the next stage of growth.

02

Teams whose reporting has become too dependent on manual effort

Finance and operations still get the answers they need, but only through scheduled extracts, manual reshaping, or staff who know how to navigate the workarounds.

03

Businesses comparing Business Central, MYOB Acumatica, and NetSuite

You need a grounded recommendation on which path fits the business best rather than a generic feature comparison sheet.

04

IT leaders who want a staged migration instead of a disruptive big-bang program

Some businesses can improve reporting and integrations first, then move finance and operations on a more deliberate timeline.

05

Organisations with legacy integrations and side systems around the ERP

The migration challenge includes payroll, approvals, CRM, projects, or reporting systems sitting around the ERP rather than in it.

06

Teams considering a modular stack instead of another single ERP

For some businesses, splitting Greentree into a clearer finance and operational architecture is a better commercial answer than another all-in-one platform.

How We Deliver

How a Greentree move is run, stage by stage

We structure the project around the real operating model so data, reporting, and integrations move in a controlled way.

  1. Greentree Environment Audit

    We review modules, reporting dependencies, integrations, workflows, and the current operating model so the project starts from what the business really uses.

  2. Target Platform Recommendation

    We compare Business Central, MYOB Acumatica, NetSuite, and modular-stack options against reporting, operational, and commercial realities.

  3. Data Mapping & Scope Definition

    We map finance, project, customer, supplier, inventory, and reporting entities into the target architecture before build begins.

  4. Test Migration & Validation

    We run test migrations and validate balances, reporting outputs, and any operational data the new stack needs to handle accurately.

  5. Integration & Reporting Transition

    We rebuild the integrations and reporting layers that the business still needs around the destination platform or modular architecture.

  6. Cutover & Support

    We plan the cutover window, support the first reporting cycle, and keep the old environment accessible for reference where appropriate.

Meet the person

Greentree ERP Replacement, one seamless process

Your Greentree ERP Replacement, handled by the founder from start to end.

HELLO PEOPLE designs, builds and looks after AI, software, app and data solutions for Australian businesses, with senior expertise on every project and a scope agreed before work starts. For an older system, that means learning what it really does first, so nothing your business relies on is lost.

Since 2007, HELLO PEOPLE has delivered more than 100 projects from Perth for small and medium businesses across Australia: custom software and apps, system integrations, data migrations, reporting and dashboards, and AI that works inside the systems a business already runs.

I lead every engagement myself. I trained in accounting before moving into IT, hold accounting and IT professional qualifications and an MBA, and bring more than 20 years of experience across sales, service delivery, inventory and compliance. I am also a PhD candidate in AI at Curtin University, researching retrieval-augmented generation (RAG), so the technology is always judged by what it does for the business.

  • An old-fashioned service

    Small and boutique. The person who scopes the work is the person who does it, and the same person is there when the old system is switched off.

  • Quick responses

    No ticket queue and no account manager in between. You hear back within one business day, usually sooner.

  • A long-term partner

    The upgrade is the start, not the end. When you need the next system, integration or report, you call the same person, who already knows your business.

Technical Capabilities

Reporting and integrations carried across properly

The technical capabilities we apply across extraction, transformation, reporting transition, and integration rebuild work.

Structured Extraction & Staging

We extract Greentree ERP data through the appropriate database, reporting, or platform-supported pathways and stage it for repeatable test migrations.

ETL & Data Transformation

Purpose-built migration pipelines for finance, project, and operational data with repeatable validation and cutover support.

Integration Re-Architecture

We replace brittle ERP touchpoints with cleaner API or middleware patterns that are easier to support after migration.

Dashboard & Reporting Transition

Reporting rebuilt into browser dashboards, Power BI, or target-platform tools so visibility improves before and after cutover.

Staged Migration Planning

We can shape the move across phases so reporting, finance, and operations move at the pace the business can absorb.

Custom Tools & Extensions

Where needed, we rebuild legacy workflows as maintainable extensions, dashboards, or operational tools around the new architecture.

We had kept Greentree longer than planned because we thought the reporting and approval side would make migration too disruptive. HELLO PEOPLE separated the work into clear stages, improved visibility early, and then delivered the migration and integration changes against a plan the leadership team trusted.

Finance Director Services business, Sydney
Why us

Advice that is not tied to any platform

  • We cover the technical delivery layer

    Data extraction, ETL, reporting transition, and integration rebuild work stay inside one team.

  • Fixed-price quoting

    You get a clear price after the environment is properly understood, not before.

  • Platform-neutral recommendations

    We help choose between Business Central, MYOB Acumatica, NetSuite, and modular alternatives based on fit, not preference.

  • Reporting is scoped early

    We treat dashboards and management visibility as part of the migration program from the start.

  • Australian delivery team

    You work directly with the people planning and delivering the migration.

Send Enquiry
FAQs

What Greentree teams ask us first

What do businesses usually migrate to from Greentree ERP?

Businesses that migrate from Greentree usually go to Business Central, MYOB Acumatica or NetSuite, and smaller operations to Xero or MYOB AccountRight. Some choose a modular architecture built around Xero or MYOB plus specialist applications. The right answer depends on how much of the current Greentree footprint still needs to stay inside one ERP platform.

Can you move MYOB Greentree to Xero?

Yes. Going from MYOB Greentree ERP to Xero suits a business whose finance needs are now simpler than Greentree was built for. We migrate Greentree to Xero by reading its data module by module, then convert Greentree to Xero in the order Xero expects: chart of accounts, contacts and open invoices, conversion balances, then history. One thing is checked before any MYOB Greentree migration is quoted. Bank lines entered through bank statement entry do not come out of the Greentree API, the data connection other software reads from, so we plan a second source for them, usually a bank statement report. Most businesses switch at the start of a financial year.

Can you migrate project, operational, and finance data from Greentree?

Yes. We scope the migration across finance data, customer and supplier records, inventory, reporting dependencies, and the operational entities the target architecture needs. The exact plan depends on the modules and workflows your business actually uses today.

Do all Greentree add-ons and workflows need to be rebuilt?

No. We review what they do, determine what is still valuable, and decide which items should be retired, rebuilt differently, or replaced by standard capability in the destination platform. Migration projects usually improve when old complexity is reduced instead of copied forward.

Can reporting be modernised before the ERP migration completes?

Often, yes. Reporting and dashboard work is frequently one of the best places to start because it reduces reliance on the current ERP while also improving visibility for the leadership team. That reporting layer can then reconnect to the destination platform later.

How long does a Greentree ERP migration take?

It depends on data complexity, reporting dependencies, integration count, and destination platform. For many environments the project is measured in months rather than weeks. We scope from the actual environment before confirming a delivery timeline.

Can the migration happen in stages?

Yes. Some teams separate reporting first, then finance, then surrounding operational systems. Others move into another ERP in one coordinated program. We shape the project around operational timing, risk, and commercial constraints rather than forcing one template onto every migration.

Tell us how your team uses Greentree

Tell us about your Greentree environment: modules in use, integrations, reporting needs, and preferred migration timeline. We will come back with a realistic plan and fixed-price quote.

Prefer a quick chat? Call 0425 531 127. We answer the phone in Perth.