Migrate from Blue Link ERP to Acumatica

Blue Link customer records map directly to Acumatica Customer. Blue Link embeds the primary address; Acumatica stores this as the primary CustomerLocation record linked by LocationID. We extract the primary contact and address first, create the Customer, then link the CustomerLocation. Additional Blue Link addresses migrate as secondary CustomerLocation records.

Blue Link embeds contacts inside the customer record. Acumatica separates Customer and CustomerContact into distinct objects. Each Blue Link contact on a customer becomes a separate CustomerContact record linked by ContactID. The ContactClass from Blue Link's contact type maps to the ContactClass pick-list in Acumatica. Unmatched contact types are preserved as a custom ContactClass value.

Blue Link vendor records map 1:1 to Acumatica Vendor. Vendor name, payment terms, and the primary address migrate as the Vendor's primary Location record. Blue Link's vendor categories map to Acumatica's VendorClass pick-list values, which can be extended if no direct match exists.

Like customers, Blue Link embeds vendor contacts inside vendor records. Acumatica separates these into VendorContact records linked by ContactID. Blue Link's AP contact role maps to the ContactClass on the VendorContact. Vendor contact phone and email migrate as the Contact's Phone1 and Email fields respectively.

Blue Link inventory items map directly to Acumatica InventoryItem. Item type (stock vs. non-stock), unit of measure, cost, price, and lot/serial settings migrate. The Blue Link item type (finished good, raw material, packaging) maps to the Stock Item / Non-Stock Item distinction in Acumatica. Valuation method (FIFO, Average, Standard) migrates to Acumatica'sValMethod field.

Blue Link item categories map to Acumatica ItemClass records. The item class in Blue Link defines default GL accounts and tax categories, which we pre-map to the corresponding ItemClass in Acumatica before inventory items are loaded. If Blue Link has a custom category not present in Acumatica's default list, we create the ItemClass first and flag it for review.

Blue Link sales orders map to Acumatica SalesOrder. Order number, order date, customer reference, status, subtotal, tax amount, and freight migrate. Line items map to SalesOrderDetails: inventory item ID, quantity, unit price, warehouse, and UOM. Open orders migrate as pending; closed orders migrate as completed. Blue Link's freight and handling amount migrates to the OrderSummary freight field.

Blue Link purchase orders map to Acumatica PurchaseOrder. PO number, vendor reference, PO date, status, and totals migrate. Line items map to PurchaseOrderDetails: vendor item ID, quantity, unit cost, and warehouse destination. Open POs migrate as pending; received POs with remaining quantities show the open line amounts. Completed POs migrate as completed.

Blue Link AR invoices map to Acumatica ARInvoice. Invoice number, customer reference, invoice date, due date, subtotal, tax, and total amounts migrate. Line items map to ARTran records linked to the InvoiceNbr. Blue Link's payment terms determine the Acumatica Payment TermID. Blue Link's invoice-level notes migrate as a Document text note attached to the ARInvoice record.

Blue Link AP invoices map to Acumatica APInvoice. Vendor reference, invoice number, invoice date, due date, subtotal, tax, and total amounts migrate. Line items map to APTran records linked to the InvoiceNbr. Blue Link's payment terms map to the Acumatica PaymentTermID. The vendor's 1099 flag in Blue Link migrates to the TaxZone and PaymentMethod settings in Acumatica.

Blue Link's lot and serial number records migrate as LotSerial records linked to InventoryItem in Acumatica. Each Blue Link lot carries the lot number, expiration date, and supplier lot reference — all migrate to Acumatica's LotSerSeq and LotSerTran tables. Regulated industries (pharma, food, chemical) rely on this traceability; we preserve the full lot history with original entry dates.

Blue Link warehouses map to Acumatica Warehouse records. Blue Link's warehouse-level settings (address, default bins) migrate to the corresponding Acumatica Warehouse fields. In Acumatica, each warehouse also requires GL accounts for inventory valuation and cost of goods sold to be assigned — we map these from Blue Link's inventory posting group or create them based on the chart-of-accounts structure.

Blue Link's native job cost records have no direct Acumatica equivalent unless Project Accounting is licensed. If Project Accounting is enabled, Blue Link job cost records migrate as Acumatica PMProjects with budget lines and cost tracking. If Project Accounting is not available, Blue Link job cost data migrates as a custom project reference table (Job_Code__c) for historical reporting and is not posted to the GL.

Blue Link sales rep records resolve to Acumatica Users matched by email address. The Blue Link sales rep code maps to the EmployeeID field on the User record. Sales rep-specific settings (territory, commission %) migrate as custom fields on the User record since Acumatica's commission tracking is part of its Sales Order or Project module.