Migrate from Certinia ERP Cloud to Infor CloudSuite Corporate

Certinia Accounts (Customers) map to Infor Customer records with the billing address and multi-entity assignments resolved at import. Certinia also supports Supplier Accounts which map to Infor Supplier records. We use Account Name as the dedupe key and resolve the entity reference (if Certinia uses multi-entity assignments) against the Infor legal entity structure before import to prevent orphaned customer records.

Certinia Contacts migrate to Infor Contacts with roles, related Accounts, and any PSA resource extensions preserved. Email and phone migrate directly; contact roles on Opportunities map to Infor's Contact Role on Sales Orders or Project assignments. Custom fields added via Salesforce are migrated as Infor custom fields on the Contact object.

Certinia Opportunities with PSA extension fields (estimated hours, project start dates) map to Infor Sales Orders or Project-driven Quotes depending on whether the Opportunity has a linked Project. We carry forward the estimated hours as a custom field on the Infor record since Infor's standard Sales Order does not have an estimated-hours native field.

Certinia PSA Project records (milestones, budget hierarchies, assignment hierarchies) map to Infor Project Management but require evaluation at scoping. Infor Projects support engineer-to-order and configure-to-order manufacturing workflows; they do not support Certinia's skills-based resource booking or utilization tracking natively. We migrate Project headers, milestones, and budget hierarchies, and document the assignment and utilization gap for the customer's team to address via Infor's resource management or a third-party PSA extension.

Certinia Billing Events (PSA-managed objects linked to time entries and expenses) map to Infor billing records. Time-and-materials billing events translate to Infor Time and Material invoices; fixed-fee events translate to milestone-based billing. Custom billing rule configurations (conditional rates, tiered pricing) cannot migrate as automation and are flagged for manual rebuild in Infor's billing rules.

Certinia PSA Budget records link to Projects and track planned vs. actual cost and revenue by type (rate-based, fixed, expense-only). Infor does not have a direct PSA-equivalent budget object. Rate-based budgets map to Infor Cost Structures tied to Projects; fixed budgets map to Project financial controls. Expense-only budgets map to planned cost lines in Infor's Project module. Budget type logic must be reconstructed as Infor configuration.

Certinia Assignment records (Resource-to-Project linkages with booking dates, allocation percentages, and skills) cannot map directly to any standard Infor object. Infor CloudSuite Industrial lacks a skills matrix and resource utilization tracker. We export Assignment data as a reference CSV for the customer's Infor admin to manually configure as Project resource allocations, and we note that Certinia's skills-based matching has no Infor native equivalent.

Certinia Financial Management Fixed Asset records map directly to Infor Fixed Assets with depreciation schedules, asset categories, and book values preserved. We validate the depreciation method (straight-line, declining balance) against Infor's supported methods and remap any that Infor does not support to the closest equivalent, flagging the change for customer approval.

Certinia GL Entries include multi-dimensional analysis fields (region, department, project) that require Infor's dimension setup before posting. We stage the data, validate account codes against Infor's chart of accounts, flag unmapped account codes, and import dimension values (Cost Center, Department, Project) before posting journal entries. Multi-entity ledgers require the corresponding Infor legal entity to be established first.

Certinia invoices (from Billing Events or contracts) migrate as Infor AR Invoices with header and line items. Open invoices maintain their open/closed status; closed invoices migrate as posted records. Payment records require AR record migration in the same run to preserve open-invoice integrity. Invoice PDFs migrate as document attachments in Infor's document management.

Certinia POs and AP records map to Infor Purchase Orders and AP Invoices with vendor assignments. Approval workflow history is not exported via API and must be manually preserved if required for audit. Open POs migrate as pending orders; closed POs migrate as completed records.

Certinia custom objects built within the FinancialForce managed package are accessible via Salesforce API and migrate as Infor custom entities. We export custom object definitions and data together, translate Salesforce field types to Infor field types, and reconstruct them as Infor custom entities on the Infor OS platform. Lookup relationships to standard Certinia objects (Account, Project) are remapped to the corresponding Infor entities.