Migrate your Centerpoint ERP data

CRM module stores contacts as the primary customer record, supporting lead allocation and staged workflow assignment. We map Contacts directly to destination CRM contact objects, preserving owner assignments and lifecycle stages as custom fields where the destination schema requires it.

Leads are managed within the CRM module alongside Contacts and tracked through the staged workflow from initial lead inception through opportunity realization. We migrate Leads as distinct records and flag any Leads that should convert to Contacts during import based on customer direction.

Opportunities are the primary deal records in the CRM module, linked to staged workflows and supporting both weighted and unweighted forecast reports. We preserve opportunity values, stage assignments, and forecast data when migrating to CRM destinations that support forecast objects.

Asset Management module tracks both physical and digital assets with location and depreciation details. We map Assets 1:1 into the destination system's asset object, preserving hierarchy, current values, and depreciation schedules as documented in the CSV.

Maintenance module generates Work Orders linked to assets and scheduling data. We map Work Orders including technician assignments, safety prerequisites, and status history. Where the destination does not have a Work Order object, we map to a custom maintenance record and preserve all scheduling fields.

HR module stores employee records with department and role assignments. Employee records contain sensitive PII that requires explicit customer authorization before migration. We extract via flat-file export, review fields with the customer, and map to the destination HR system with consent-gated field selection.

Purchasing module manages procurement records including line items and vendor associations. We map Purchase Orders with vendor links and line-item detail preserved. Vendor names may require value mapping if the destination system has existing vendor records that use different naming conventions.

QHSE module tracks compliance records, safety incidents, audits, and inspections for regulated industries. The schema varies by industry vertical and configuration. We review the customer's QHSE configuration during discovery and map incidents, audits, and compliance records to the destination system's corresponding compliance objects.

Logistics module manages shipments, routes, and carrier data. We map shipment records and route assignments directly. Carrier names may require normalization if the destination system uses a different vendor-supplier master for logistics partners.