Migrate from Certinia ERP Cloud to Acumatica

Certinia Accounts map to Acumatica Customers. The Account Name becomes Customer Name. Billing address maps to Customer defaults; shipping address becomes Customer locations. Active/inactive status translates directly. Multi-company structures in Certinia map to Acumatica's branch model. We also preserve the original Account ID in a custom field for reference and de-duplication.

Certinia Contacts map to Acumatica Contacts. First name, last name, email, phone, and title translate directly. Contact roles (Bill To, Ship To, Primary) map to Acumatica contact-class entities. Contacts without an associated Account land on the Unassigned customer or a designated catch-all contact group.

Certinia projects (custom Salesforce object) map to Acumatica Projects. Project name, status, start and end dates, customer link, and project manager translate directly. Budget versions in Certinia map to Acumatica's budget-line structure. Multi-currency projects use Acumatica's branch currency settings. We also retain the original project ID as a custom field for audit trail.

Certinia's Salesforce-native billing contracts and billing events translate to Acumatica Project Billing Rules and AR invoices. Billing milestones become project billing milestones. Time-and-materials events map to project time-and-expense entry classes. We preserve the original billing schedule dates and amounts in custom fields.

Certinia expense reports map to Acumatica Expense Receipts linked to the appropriate Project and Cost Code. Approved expense lines with reimbursable flags translate to AP Bill generation rules. Non-reimbursable expenses land as project cost entries without AP processing. We also map the original expense report ID for reconciliation.

Certinia time entries map to Acumatica Time Card entries or Project Time Entries depending on the Certinia module configuration. Employee, project, date, hours, cost code, and billable flag all translate directly. Time-entry owner resolves against Acumatica employees by email match.

Certinia fixed assets map to Acumatica Fixed Asset records. Asset name, acquisition date, useful life, depreciation method, and book value translate directly. The asset's location and responsible branch map to Acumatica's branch assignment on the fixed asset. We preserve the original asset tag for traceability.

Certinia general ledger entries map to Acumatica GL transactions with the same account code, debit/credit amount, effective date, and description. Multi-entity ledger splits translate to Acumatica branch allocations. Original transaction IDs preserved in custom fields for audit continuity. We also retain the original ledger entry date for historical accuracy.

Certinia sales orders (built on Salesforce Opportunities) map to Acumatica Sales Orders with line items mapped by SKU or description. Unit price, quantity, discount, and warehouse location translate directly. The Certinia opportunity stage maps to Acumatica SO status. We also keep the original opportunity ID for cross-reference.

Certinia vendors (from Procurement module) map to Acumatica Vendors. Vendor name, payment terms, tax ID, and remittance address translate directly. Multi-entity vendor records resolve to Acumatica's vendor master with branch assignments. We also preserve the original vendor code for reconciliation and audit purposes.

Certinia AP bills map to Acumatica AP Bills with vendor, invoice number, date, due date, and line amounts. Line items map to the appropriate expense account or project cost code. Prepaid and hold statuses translate to Acumatica's bill approval workflow.

Certinia AR invoices map to Acumatica AR Invoices. Customer, invoice number, date, terms, and line items translate directly. The invoice's payment status maps to Acumatica's open/closed balance fields. Overdue amounts and aging flags preserved for collections reporting. We also retain the original invoice ID for reference.

Certinia products and inventory items are evaluated per type — service items merge to Acumatica Non-Stock Items; physical goods with tracking merge to Stock Items with warehouse assignment. Item description, unit of measure, and last cost price translate directly; lot/serial numbers map if Certinia tracks them.

Certinia custom objects built on Salesforce's custom object framework map to Acumatica custom tables or field extensions on existing screens depending on the relationship structure. One-to-one custom objects migrate as custom tables; extension fields land as attributes on the parent screen.

Certinia attachments and documents on records re-upload to Acumatica's file management system linked to the corresponding entity. The original file name and content type are preserved. Files are attached to the migrated record using Acumatica's file attachment mechanism. We also log the file size for data integrity checks.