Migrate your work4all data

Customer master data is the primary organisational anchor in work4all. Address, contact details, commercial figures, and open items are all linked to the Customer record. We export this as a flat record with embedded contact persons and address history preserved in a related table.

Supplier master data mirrors the customer structure with address, contact details, and purchasing history. We map Suppliers to the destination system's Vendor or Supplier object with a source type flag to distinguish them from customers.

Item master records include pricing, descriptions, and stock information. The platform supports item variants and price list structures that we flatten into a standard product catalogue schema, preserving pricing tiers where they exist.

CRM-linked sales opportunities track pipeline progress, values, and associated contacts. We export each opportunity with its current stage, estimated value, and linked Customer and Contact references as a distinct object.

Invoices, offers, and cost receipts are stored as ERP documents linked to Customers and Items. We export document headers and line items as structured records, noting that PDF attachments require a separate file export pass, and credit notes must be distinguished from invoices by document type flag.

Phone call logs are CRM activities linked to Customers and Contacts. The TAPI integration populates caller ID automatically, but exported notes are free-text summaries; we preserve the timestamp and duration if available, otherwise we flag them as text-only.

Visit reports are time-stamped CRM records associated with a Customer and an Owner. They may contain custom fields depending on industry extension usage. We export the report body as text and map any structured custom fields individually.

Time entries are linked to Employees, Projects, or Tasks depending on configuration. Light-tier users have restricted time entry access only. We export the time entry with project, task, and owner references, flagging any entries that belong to users whose licences do not support full data export.

Tasks are standalone CRM objects linked to Customers, Contacts, or Documents. They carry status, priority, due dates, and owner assignments. We export all task fields including the status enum and owner reference, mapping status values to the destination system's equivalents.

work4all supports custom fields across CRM and ERP objects, particularly for industry extensions. Custom field definitions are not exposed in a public metadata API, so we discover them by querying the database schema directly or by asking the customer to provide a field inventory before export scoping.

Open items represent unpaid or partially paid invoices and credit memos tied to Customers. We export the open item with the invoice reference, amount open, due date, and currency. Partial payments require reconstruction from payment records if the platform does not expose payment history separately.