ERP migration
Field-level mapping, validation, and rollback between Clear Enterprise and Epicor Prophet 21. We move data and schema; workflows are rebuilt natively in Epicor Prophet 21.
Clear Enterprise
Source
Epicor Prophet 21
Destination
Compatibility
6 of 12
objects map 1:1 between Clear Enterprise and Epicor Prophet 21.
Complexity
BStandard
Timeline
6-10 weeks
Overview
Moving from Clear Enterprise to Epicor ERP is a structural shift from a project-centric to a manufacturing-centric data model. Clear Enterprise builds every deployment to the customer's specification, so the source schema varies between implementations and must be profiled before any mapping decisions are made. Epicor ERP, particularly Epicor Kinetic, is designed for discrete, make-to-order, and engineer-to-order manufacturers with 50 to 2,500 employees, and structures data around Part Master, Bill of Materials, Work Orders, Routings, and MES production tracking. We begin every engagement by profiling the live Clear Enterprise schema through their available export interfaces, identifying all standard and custom object types, then designing the Epicor Kinetic destination schema before any data moves. We resolve parent-record dependencies (BOM to Part Master, Work Order to BOM, Purchase Order to Vendor) during the transform phase, and we do not migrate Workflows, automations, or project-management structures as code. We deliver a written inventory of any project-centric workflows requiring manual rebuild in Epicor Kinetic.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Clear Enterprise object lands in Epicor Prophet 21, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Clear Enterprise
Companies
Epicor Prophet 21
Customer and Vendor
many:1Clear Enterprise Companies may represent both customers and vendors depending on the deployment's business model. We split them during profiling by examining related transaction records: Companies with sales transactions map to Epicor Kinetic Customer; Companies with purchase transactions map to Epicor Kinetic Vendor. Companies serving both roles generate both Customer and Vendor records. The Company name becomes Customer.Name; the primary address maps to CustomerBase.Address fields; tax ID maps to Customer.TaxRegime or Vendor.TaxID based on role.
Clear Enterprise
Contacts
Epicor Prophet 21
Customer Contact
1:1Clear Enterprise Contacts map to Epicor Kinetic Customer Contact records linked via CustomerID to the target Customer. Email, phone, role title, and owner assignment migrate directly. Contact addresses map to CustomerShipTo address records when the Contact represents a shipping destination. Primary flag from Clear Enterprise becomes the IsPrimaryContact flag in Epicor.
Clear Enterprise
Custom Objects
Epicor Prophet 21
Epicor UD Fields or Custom Tables
lossyBecause Clear Enterprise custom object types vary per deployment, we discover every distinct custom object during profiling and map each to either Epicor Kinetic UD (User-Defined) fields on the closest standard object or to a custom Epicor table. Domain-specific custom objects (for example, Tooling, Equipment, or Compliance Records) that have no standard Epicor equivalent become UD fields on Part Master, Customer, or Vendor as appropriate. Each custom object requires a separate mapping pass with type checking against the Epicor UD column schema.
Clear Enterprise
Projects
Epicor Prophet 21
Sales Order or Quote (make-to-order)
1:manyClear Enterprise Projects as primary business containers map to Epicor Kinetic Quotes and Sales Orders. A Project's tasks and milestones may map to Sales Order lines with specific configurations, or to Engineer-to-Order Quote lines depending on the manufacturing mode. We examine the Project structure to determine whether it represents a configure-to-order scenario (Quote to Order with configured BOM) or a standard project tracking scenario (mapped to Quote for estimation). Project status and dates migrate to Quote fields.
Clear Enterprise
Part Master
Epicor Prophet 21
Part Master (Part table)
1:1If the Clear Enterprise deployment includes a product or part catalog, those records map to Epicor Kinetic Part. Part Number maps to Part.PartNum; description maps to Part.SearchDescription and Part.PartDescription; unit of measure from Clear Enterprise maps to Part.IUM (Issue/Usage Unit of Measure) with UOM conversion rules applied. We validate part number uniqueness during transform because Epicor Kinetic enforces a single Part Number namespace across all part types.
Clear Enterprise
Bill of Materials
Epicor Prophet 21
Bill of Materials (BOM)
1:1Clear Enterprise BOM records (whether standard BOM or custom objects representing bill of materials) map to Epicor Kinetic BOM Header and BOM Detail. The parent part maps to BOM.Header; component parts map to BOM.Detail with quantity per assembly, operation sequence, and scrap factor. We resolve component PartNum references to Epicor Part records at migration time. Multi-level BOMs are imported top-down with child BOMs loaded after their parent parts are committed.
Clear Enterprise
Work Orders
Epicor Prophet 21
Work Order (Job Entry)
1:1Clear Enterprise Work Order records or Projects with production tasks map to Epicor Kinetic Work Order (Job Entry). JobNum is assigned by Epicor on insert; the source Work Order number is preserved in JobHead.SysRowID or a UD field. Job completion dates and quantities migrate to JobHead. The Work Order's linked BOM and Routing references are resolved to Epicor Kinetic BOM and Route records at migration time.
Clear Enterprise
Documents
Epicor Prophet 21
Document Management (EDMS)
1:1Clear Enterprise Documents attached to Projects, Tasks, or Custom Objects migrate to Epicor Kinetic Document Management (EDMS). We export each file individually, map it to the closest Epicor record (Part, Customer, Job, Quote), and create the DocType and DocVersion entries. File content is preserved as-is; we do not convert file formats during migration.
Clear Enterprise
Users
Epicor Prophet 21
Epicor Kinetic User
1:1Clear Enterprise Users map to Epicor Kinetic User records by email address. Role and permission translation requires a per-implementation review since Clear Enterprise role definitions are custom. Epicor Kinetic role assignments (production, scheduling, finance, admin) are set based on the customer's specification during scoping. Users without a matching Epicor org record go to a reconciliation queue.
Clear Enterprise
Teams
Epicor Prophet 21
Epicor Kinetic Security Role or Department
lossyClear Enterprise Teams aggregate Users and may control access scoping. Where the Clear Enterprise deployment uses hierarchical team permissions, we flatten them to Epicor Kinetic Security Roles applied at the user level. Department-level grouping maps to Epicor Kinetic Plant/Site departments if multi-site manufacturing is configured.
Clear Enterprise
Chart of Accounts
Epicor Prophet 21
GL Account
lossyIf the Clear Enterprise deployment includes a Chart of Accounts and GL transactions, we map each account segment to Epicor Kinetic GL Account segments with attention to currency, tax codes, and effective-dated balances. GL Account numbers are preserved as Epicor GLAccount.AccountNumber values. Epicor Kinetic requires the GL Account structure to be defined before any journal entries are loaded.
Clear Enterprise
Engagements (Notes)
Epicor Prophet 21
Customer Communication Log or Part Notes
lossyClear Enterprise engagement notes attached to Projects, Tasks, or Custom Objects map to Epicor Kinetic Notes attached to the equivalent Epicor record (Quote, SalesOrder, Job, Part). The note body and timestamp migrate as-is. We determine the target Epicor record type based on the source engagement's parent object and the mapping defined during scoping.
| Clear Enterprise | Epicor Prophet 21 | Compatibility | |
|---|---|---|---|
| Companies | Customer and Vendormany:1 | Fully supported | |
| Contacts | Customer Contact1:1 | Fully supported | |
| Custom Objects | Epicor UD Fields or Custom Tableslossy | Mapping required | |
| Projects | Sales Order or Quote (make-to-order)1:many | Mapping required | |
| Part Master | Part Master (Part table)1:1 | Fully supported | |
| Bill of Materials | Bill of Materials (BOM)1:1 | Fully supported | |
| Work Orders | Work Order (Job Entry)1:1 | Fully supported | |
| Documents | Document Management (EDMS)1:1 | Mapping required | |
| Users | Epicor Kinetic User1:1 | Mapping required | |
| Teams | Epicor Kinetic Security Role or Departmentlossy | Mapping required | |
| Chart of Accounts | GL Accountlossy | Fully supported | |
| Engagements (Notes) | Customer Communication Log or Part Noteslossy | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Clear Enterprise gotchas
Non-modular packaging hides which features are actually live
Add-on Clear* tools (ClearOnline, ClearMobile, ClearScan, ClearView) live in separate data stores
Deployment can be cloud, managed-hosted, or on-premise — extraction differs per mode
Public technical documentation is sparse
Epicor Prophet 21 gotchas
Third-party bolt-on integrations complicate migration scope
Dirty data without standardized processes compounds migration risk
SDK customizations and BPMs may not survive platform upgrades
Report-based export only for non-technical users
Per-user pricing model requires accurate user count before migration planning
Pair-specific challenges
Migration approach
Schema profiling and discovery
We profile the live Clear Enterprise deployment through their available export interfaces to identify every standard and custom object type, field name, field type, and relationship. We produce a written schema inventory listing each object, its Epicor Kinetic equivalent or mapping strategy, and any custom objects that require UD field or custom table configuration. This inventory is the foundation for all subsequent planning and is included in the project scope before any data moves.
Epicor Kinetic schema design and UD field configuration
We design the destination Epicor Kinetic schema based on the profiling output. This includes creating UD columns on standard objects (Part, Customer, Job), defining custom tables if required for domain objects without standard equivalents, configuring BOM structures and revision levels, setting up part classes and warehouse codes, and defining the GL account structure and fiscal period calendar. Schema is deployed into a test Epicor Kinetic environment first for validation.
Data quality remediation
We run a pre-migration data quality pass against the Clear Enterprise export. This includes duplicate detection (Part Numbers, Customer Names, Vendor Names), character encoding normalization, field-length overflow resolution, null-value handling for required Epicor fields, and non-alpha character remediation. We produce a data quality report for the customer's review before import begins. Data quality issues are remediated in the source or documented as transform rules.
Test environment migration and reconciliation
We run a full migration into the Epicor Kinetic test environment using production-like data volume. The customer's manufacturing and finance leads reconcile record counts (Parts in, Customers in, BOMs in, Work Orders in, inventory levels), spot-check 25-50 records against the Clear Enterprise source, and sign off on the schema and mapping before production migration begins. Any BOM dependency issues, UD field mapping corrections, or timestamp mapping decisions happen here.
Production migration in dependency order
We run production migration in Epicor Kinetic dependency order: GL Account structure first (required for all financial transactions), then Part Master, then Customer and Vendor records, then BOM Header and Details, then Routing records, then open and historical Work Orders, then Purchase Orders, then inventory transactions, then custom object data into UD fields, then Documents. Each phase emits a row-count reconciliation report. BOM and Part loads must complete before Work Order loads because of Epicor referential integrity constraints.
Cutover, validation, and workflow handoff
We freeze Clear Enterprise writes during cutover, run a final delta migration of any records modified during the migration window, then enable Epicor Kinetic as the system of record. We deliver a written inventory of any project-centric workflows, automations, or scheduling rules from Clear Enterprise that require rebuild in Epicor Kinetic's built-in tools. We support a one-week post-go-live window to resolve reconciliation issues. We do not rebuild custom workflows, automations, or project-management structures as code inside the migration scope.
Platform deep dives
Clear Enterprise
Source
Strengths
Weaknesses
Epicor Prophet 21
Destination
Strengths
Weaknesses
Complexity grading
Standard ERP migration. 2 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Clear Enterprise and Epicor Prophet 21.
Object compatibility
2 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Clear Enterprise: Not publicly documented..
Data volume sensitivity
Clear Enterprise doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
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FAQ
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