Migrate your Certinia ERP Cloud data
Salesforce-native ERP and PSA platform for service businesses, combining financials, project management, and billing on a single CRM-backed system.
In its favor
Why people choose Certinia ERP Cloud
The signal that keeps Certinia ERP Cloud on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Deep Salesforce integration gives service businesses a single customer record from CRM through billing, eliminating duplicate data entry across sales and finance teams.
Multi-entity and multi-currency support lets global organizations with joint ventures and subsidiaries consolidate reporting without exporting to spreadsheets.
Automated billing pipelines—Time & Materials, fixed-fee, and subscription—reduce month-end close cycles and get invoices out faster with fewer manual steps.
Flexible general ledger with multi-dimensional analysis enables project-level profitability tracking that product-centric ERPs cannot match.
Modular design allows companies to implement Professional Services Cloud, Financial Management Cloud, or Customer Success Cloud independently, reducing upfront complexity.
Implementation requires significant planning and configuration work; organizations with complex multi-subsidiary structures report lengthy setup timelines.
Subscription pricing scales with user count, making it costly for growing services firms that need many billers or project staff without proportional revenue.
The platform's tight Salesforce coupling means customers inherit Salesforce platform limits and release dependencies, which can constrain highly customized deployments.
Some customers report that PSA resource management and forecasting features, while functional, lack the depth of purpose-built professional services tools like Kantata or Projector PSA.
Reasons to switch
Why people leave Certinia ERP Cloud
The recurring reasons buyers give for replacing Certinia ERP Cloud. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Certinia ERP Cloud fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
Certinia ERP Cloud pricing overview
Certinia follows a per-user subscription model with pricing requiring a custom quote based on organization size, selected modules, and contract term. The platform does not publish list pricing publicly; most customers engage via an enterprise agreement that bundles Professional Services Cloud, Financial Management Cloud, and Customer Success Cloud with volume discounts for multi-module deployments.
Professional Services Cloud
Tier 1 of 4
Subscription per user, custom quote required
What's included
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What gets migrated
Certinia ERP Cloud object support
Object-by-object support for Certinia ERP Cloud migrations. Per-pair details surface during scoping.
Accounts (Customers)
Fully supportedStandard Salesforce Account object with Certinia-specific extensions for billing address and multi-entity assignments. Migrates 1:1 with all standard fields preserved.
Contacts
Fully supportedStandard Salesforce Contact object. We preserve contact roles, related opportunities, and any custom properties added by Certinia packages.
Opportunities
Fully supportedStandard Salesforce Opportunity object with Certinia PSA extension fields for estimated hours and project start dates. Maps cleanly to destination CRM deal records.
Projects
Mapping requiredCertinia PSA Project object is a managed package object sitting on Salesforce. We map Project records including milestones, assignments, and budget hierarchies. Custom project statuses require field-level value mapping.
Billing Events
Mapping requiredBilling Events are Certinia PSA-managed objects linked to time entries and expenses. We preserve the event header and line items but flag any custom billing rule configurations for manual review.
Budgets
Mapping requiredPSA Budget records link to Projects and track cost/revenue planned vs. actual. Budget types (rate-based, fixed, expense-only) each carry different field sets and require type-aware mapping during import.
Assignments
Mapping requiredAssignment records link Resources to Projects and define booking dates, allocation percentages, and skills. We preserve the booking record but note that resource skillsets are custom fields needing explicit field mapping.
Milestones
Mapping requiredPSA Milestone objects track project deliverable due dates and completion status. Milestone dependencies (successor/predecessor) are stored as separate relationship records we capture and reconstruct at the destination.
Fixed Assets
Fully supportedCertinia Financial Management Fixed Asset records map directly to standard fixed-asset ledgers. We preserve depreciation schedules, asset categories, and book values during migration.
General Ledger Entries
Mapping requiredGL entries include multi-dimensional analysis fields (region, department, project) that require destination-side dimension setup before posting. We stage the data and flag any unmapped account codes.
Invoices / Billings
Mapping requiredCertinia generates invoices from Billing Events or contracts. We export invoice headers and line items; linked payment records require AR record migration in the same run to maintain open-invoice integrity.
Purchase Orders / Payables
Mapping requiredPOs and AP records carry approval workflows and vendor assignments. We map open POs and vendor records but note that approval history is not exported via API and must be manually preserved if required.
Supply Chain Management Products
Mapping requiredSCM Product Mapping records from the SCM Accounting Connector require migration to SCM Line Type to Product Mapping in Supply Chain Management. We handle the field rename (Freight and Handling → Freight, Customer Deposit → Deposit) during import.
Custom Objects
Mapping requiredCustom objects built within the Certinia/FinancialForce managed package are accessible via Salesforce API. We export custom object definitions and data together and reconstruct them at the destination, though layout assignment requires post-migration configuration.
Users / Resources
Mapping requiredUsers are standard Salesforce records but Certinia PSA extends them with Resource Management attributes (skills, utilization targets, cost rates). We migrate the user record and separately map the PSA resource extension fields.
| Object | Support | Notes |
|---|---|---|
| Accounts (Customers) | Fully supported | Standard Salesforce Account object with Certinia-specific extensions for billing address and multi-entity assignments. Migrates 1:1 with all standard fields preserved. |
| Contacts | Fully supported | Standard Salesforce Contact object. We preserve contact roles, related opportunities, and any custom properties added by Certinia packages. |
| Opportunities | Fully supported | Standard Salesforce Opportunity object with Certinia PSA extension fields for estimated hours and project start dates. Maps cleanly to destination CRM deal records. |
| Projects | Mapping required | Certinia PSA Project object is a managed package object sitting on Salesforce. We map Project records including milestones, assignments, and budget hierarchies. Custom project statuses require field-level value mapping. |
| Billing Events | Mapping required | Billing Events are Certinia PSA-managed objects linked to time entries and expenses. We preserve the event header and line items but flag any custom billing rule configurations for manual review. |
| Budgets | Mapping required | PSA Budget records link to Projects and track cost/revenue planned vs. actual. Budget types (rate-based, fixed, expense-only) each carry different field sets and require type-aware mapping during import. |
| Assignments | Mapping required | Assignment records link Resources to Projects and define booking dates, allocation percentages, and skills. We preserve the booking record but note that resource skillsets are custom fields needing explicit field mapping. |
| Milestones | Mapping required | PSA Milestone objects track project deliverable due dates and completion status. Milestone dependencies (successor/predecessor) are stored as separate relationship records we capture and reconstruct at the destination. |
| Fixed Assets | Fully supported | Certinia Financial Management Fixed Asset records map directly to standard fixed-asset ledgers. We preserve depreciation schedules, asset categories, and book values during migration. |
| General Ledger Entries | Mapping required | GL entries include multi-dimensional analysis fields (region, department, project) that require destination-side dimension setup before posting. We stage the data and flag any unmapped account codes. |
| Invoices / Billings | Mapping required | Certinia generates invoices from Billing Events or contracts. We export invoice headers and line items; linked payment records require AR record migration in the same run to maintain open-invoice integrity. |
| Purchase Orders / Payables | Mapping required | POs and AP records carry approval workflows and vendor assignments. We map open POs and vendor records but note that approval history is not exported via API and must be manually preserved if required. |
| Supply Chain Management Products | Mapping required | SCM Product Mapping records from the SCM Accounting Connector require migration to SCM Line Type to Product Mapping in Supply Chain Management. We handle the field rename (Freight and Handling → Freight, Customer Deposit → Deposit) during import. |
| Custom Objects | Mapping required | Custom objects built within the Certinia/FinancialForce managed package are accessible via Salesforce API. We export custom object definitions and data together and reconstruct them at the destination, though layout assignment requires post-migration configuration. |
| Users / Resources | Mapping required | Users are standard Salesforce records but Certinia PSA extends them with Resource Management attributes (skills, utilization targets, cost rates). We migrate the user record and separately map the PSA resource extension fields. |
Gotchas
What to watch for in Certinia ERP Cloud migrations
Issues we've hit on past Certinia ERP Cloud migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
Salesforce Workflow deprecation requires managed workflow migration
SCM Accounting Connector migration renames line types
External IDs must be unique across all bank format mapping records
Managed package objects restrict customer-level field customization
Multi-entity structure must be replicated before ledger entries are posted
| Severity | Issue |
|---|---|
| High | Salesforce Workflow deprecation requires managed workflow migration |
| Medium | SCM Accounting Connector migration renames line types |
| Medium | External IDs must be unique across all bank format mapping records |
| Medium | Managed package objects restrict customer-level field customization |
| High | Multi-entity structure must be replicated before ledger entries are posted |
Leaving Certinia ERP Cloud?
Where Certinia ERP Cloud customers move next
6 destinations Certinia ERP Cloud can migrate to.
How a Certinia ERP Cloud migration works
Four steps, Certinia ERP Cloud-specific
Connect
OAuth 2.0 (Salesforce Connected App) into Certinia ERP Cloud. Scopes limited to read-only on the data we move.
Map
We translate Certinia ERP Cloud-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Certinia ERP Cloud quirks before production.
Migrate
Full migration with Certinia ERP Cloud rate-limit handling. Rollback available throughout.
FAQ
Certinia ERP Cloud migration FAQ
Answers to the questions buyers ask most during Certinia ERP Cloud migration scoping. Not seeing yours? Book a call.
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