Migrate your Aptean Compiere ERP data

Business Partners are the unified entity type for customers, vendors, and contacts in Compiere. The system supports importing contact information via the Initial Client Setup workflow. We perform a straightforward field-to-field mapping from source CRM contacts/vendors into Business Partner records, preserving address, communication, and classification data.

Products in Compiere are defined as items that can be sold, purchased, or stored and must have a price. Products support storage location attributes tied to warehouses and locators with up to five user-defined dimensions. We migrate product records including all attribute fields and storage mappings.

Compiere supports multi-level BOMs for kit products and manufactured items. We preserve the full BOM hierarchy and map each component back to its Product record. For manufacturing-centric migrations, BOM integrity is validated against routing data.

Each warehouse may have multiple Locators with up to five user-defined dimensions (aisle, bin, rack, level, bay). We map source inventory locations to Compiere's warehouse-locator structure, creating the dimension hierarchy where defined.

Compiere maintains separate Purchase and Sales Price Lists, each supporting general and customer-specific pricing. Price Lists are date-controlled. We map source pricing to the appropriate Compiere price list type and flag any date-sensitive pricing for customer review.

Compiere uses country-specific AccountingXX.csv files as the import basis. We import the source chart of accounts into Compiere's Accounting Schema framework, which supports multiple accounting standards per organization. Accounts that never post (e.g., unrealized FX gain accounts) are preserved but marked accordingly.

We migrate open Accounts Payable and Accounts Receivable records with full field mapping to Compiere's invoice and payment records. Historical closed transactions are scoped separately to avoid importing bloated legacy data that Compiere's own migration guidance warns against.

Product Categories group items with shared pricing structures, accounting rules, and discount controls. Setting or changing a discount structure on a Product Category globally updates all products within it. We map source product categories to Compiere Product Categories.

Compiere uses a role-based security model across System, Client, and Organization levels. We map source users to Compiere roles and map the three entity levels to match the organization's multi-organization structure. Role assignment at the Organization level must be reviewed post-migration.

An Accounting Schema defines the combination of Chart of Accounts and accounting rules applied to an organization. Compiere supports multiple Accounting Schemas per organization. We map the source accounting configuration to Compiere's Accounting Schema setup.