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Migration guide

Migrate from Marg ERP to Apragya: Items, Batches and Balances Moved at a Month Start

For pharma distributors, FMCG stockists and retailers on Marg who want one cloud record for stock, billing and accounts, moved without a gap in batches or balances.

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A distributor's staff checking medicine cartons on racks in a godown

If you plan to migrate from Marg ERP, the worry is rarely the new screens. It is whether every batch, expiry date and party balance arrives intact, and whether the salesman's next order still goes out on time. That worry is fair, and it is manageable with a fixed date and a checklist.

Marg is a desktop billing, inventory and accounting package used widely by distributors, chemists and retailers. Many businesses move when they add branches, field sales or users who need access away from the office machine.

This guide covers what to export, what to import, how an illustrative distributor ran the switch, and how Apragya keeps the moved data on one record.

How to migrate from Marg ERP: the short answer

Moving off Marg is mostly a data question, not a software one. You carry across masters (items with HSN and GST rates, batches, customers, suppliers, ledgers), then closing figures as at one date (stock by batch, party outstanding, ledger balances). Old invoices stay in Marg for reference.

Pick the first day of a month, ideally a quarter, so GST returns for the earlier period are filed from Marg and the new period starts cleanly. Take the closing reports from Marg after the last day is posted, clean them in a spreadsheet, and import.

Then run both systems for a few weeks on the same bills, compare stock and outstanding, and stop entry in Marg once the numbers agree.

  1. Choose a cut-over date at the start of a month or quarter.
  2. Export item, batch, customer, supplier and ledger lists from Marg reports to Excel.
  3. Clean duplicates, fix HSN codes and GSTINs, and map columns to the import templates.
  4. Import masters, then stock by batch and expiry, party outstanding and ledger balances.
  5. Check item counts, stock value and total outstanding against Marg's closing reports.
  6. Run both systems in parallel for two to four weeks.
  7. Stop entry in Marg and keep it read-only for history and audits.

What a rushed Marg ERP data migration costs

Lost batch detail

Stock moved as one total per item, so expiry-wise picking stops working.

Wrong outstanding

Party balances carried without bill-wise detail cannot be followed up.

GST gaps

A mid-month switch splits returns across two systems.

Double work

Months of re-entry because the cut-over date was never fixed.

An example: a pharma distributor in Indore

Take an illustrative distributor with 3,800 items, 900 chemist customers and two godowns. It chose 1 October as the cut-over date and took Marg's closing reports on the evening of 30 September.

Four weeks from Marg to one cloud record

  1. Week 1

    Date fixed; item, party and batch lists exported to Excel.

  2. Week 2

    Duplicate chemists merged and HSN codes corrected.

  3. Cut-over day

    Masters, batch stock and bill-wise outstanding imported.

  4. Weeks 3 and 4

    Same bills in both systems; stock and dues compared.

  5. Switch

    Marg made read-only after the figures agreed.
The parallel run is where the few wrong batches were found, before a chemist was billed from them.

The parallel run showed eleven batches with a wrong expiry month, all from one supplier's old entries. They were corrected before billing. By the end of October the salesmen were taking orders on their phones and accounts closed the month without touching Marg.

Medicine cartons in rows, with a small group set aside on a tray
The eleven batches with the wrong expiry month were set aside during the parallel run, before anyone billed from them.

How the move works in Apragya

Step 1 of 5

Preview the file

Upload a spreadsheet, see its headers and sample rows first.

  1. Preview the file: Upload a spreadsheet, see its headers and sample rows first.
  2. Map the columns: Match Marg's column names to Apragya's fields once.
  3. Import in the background: Large lists load as a job with a count of rows and errors.
  4. Opening stock by batch: Stock arrives per item, batch, expiry and godown.
  5. Opening bills: Customer and supplier dues come in bill by bill with one opening entry.

Planning the switch from Marg to cloud ERP

The real difference after the move is where the data lives. On Marg, stock, billing and accounts sit on one machine or network. On Apragya, the same customer, item and batch are shared by sales, inventory, purchase and finance, and can be reached from any browser with the right access.

What changes after the move

FeatureMarg ERPApragya
Where it runsDesktop or office networkCloud, in a browser
Field salesCheck the vendor's current optionsPhone-friendly web app on the same record
Batches and expirySupportedBatches, expiry, bins and barcode
GSTSupportedE-invoice IRN, e-way bill, GSTR-1 and GSTR-2B
AI helpCheck the vendorAgents on records, with human review

Checked against public information on 16 September 2026.

What makes the Marg ERP data migration hold

One record

An item or chemist entered once is used by every app.

Batch-level stock

Expiry-wise picking works from the first day.

Bill-wise dues

Outstanding keeps its invoice numbers and due dates.

Access by role

Salesmen, godown and accounts each see their part.

AI with review

Agents can read supplier bills and flag slow stock, with a person approving.

Orders on the phone

Field staff use the phone-friendly web app.

Before deciding, read the Marg ERP alternative page and the Apragya vs Marg ERP comparison. For batches, see batch tracking and opening invoices.

Getting started

  1. Fix the cut-over date and tell your team and auditor.
  2. Export one list, customers, and try it in the import preview.
  3. Clean all lists in one pass, not one at a time.
  4. Import closing stock and dues on the cut-over day.
  5. Compare totals weekly until the parallel run agrees.

Most of the effort is in cleaning the lists. The import itself is the short part.

What it costs to start

Free
Up to 3 users
CRM, HR and Vendor Onboarding
INR 3,999
Starter, a month
Up to 10 users, CRM and HR plus a choice of apps
INR 7,999
Pro, a month
Up to 25 users and every enterprise app

Migrating from Marg ERP, answered

Can we bring old invoices across?
Usually you bring open bills and closing balances, and keep closed history in Marg for reference. Old data can be imported if you need it, but it adds cleaning work.
Will batch and expiry details survive the move?
Yes, if Marg's stock report is exported batch-wise. Opening stock is imported per item, batch, expiry and godown.
Should we switch mid-month?
It is better not to. A month or quarter start keeps GST returns for each period in one system.
How long does it take?
For a distributor of this size, about four weeks including the parallel run. It depends mostly on how clean the item and party lists are.
What does it cost to start?
The free plan covers up to 3 users with CRM, HR and Vendor Onboarding and 1,000 AI Credits a month. Starter is INR 3,999 a month for up to 10 users, with CRM and HR plus a choice of apps such as Sales and POS, Inventory, Payroll, Purchase and Payables, Support and Manufacturing. Pro is INR 7,999 a month for up to 25 users with every enterprise app, including Finance and Accounting, plus 5,000 AI Credits, single sign-on and audit logs.

Fix your cut-over date

Try one Marg export in the import preview and see how your data maps.

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