ERP migration

Migrate from Clear Enterprise to Epicor Prophet 21

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 logo

Clear Enterprise

Source

Epicor Prophet 21

Destination

Epicor Prophet 21 logo

Compatibility

50%

6 of 12

objects map 1:1 between Clear Enterprise and Epicor Prophet 21.

Complexity

BStandard

Timeline

6-10 weeks

Rollback included Accuracy guarantee Field-level validation

Overview

What this migration involves

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.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Why teams make this switch

Two sides of the same decision

Leaving

Clear Enterprise logo

Clear Enterprise

What's pushing teams away

  • Pricing is not published — Clear Enterprise routes every cost question through sales, which slows side-by-side comparisons with mid-market alternatives like Acumatica, Odoo, or Pronto Xi.
  • Public reviewer presence is thin — Capterra Australia, SoftwareWorld, and SoftwareSuggest list the product without claimed vendor profiles and with few or no user reviews, which makes evaluating it against peers difficult.
  • Modern SaaS integration ecosystem is limited — there is no published catalogue of native connectors to Shopify, Salesforce, HubSpot, or similar tools, so e-commerce and CRM sync typically becomes a custom build.
  • Australia-centric vendor (Clear Objective Ltd) with limited footprint outside ANZ, which creates support-time-zone and partner-network concerns for North American or European customers.
  • The product covers a deliberately wide module surface (Sales, Customer Mgmt, Inventory, Manufacturing, Project Mgmt, Fixed Assets, Service, Retail/POS, Financials), but reviewers note that depth in each module trails specialist vendors — firms with sophisticated requirements in any single area often outgrow it.

Choosing

Epicor Prophet 21 logo

Epicor Prophet 21

What's pulling them in

  • Industry-specific design for wholesale distributors, not a general-purpose ERP repurposed for distribution — distributors choose P21 because it matches their replenishment, kitting, and counter-sale workflows out of the box.
  • Strong inventory control with automated replenishment, lot and serial tracking, and multi-warehouse management appeals to distributors with complex stock requirements and tight margin pressure.
  • Responsive customer support cited across G2 and Gartner reviews, with Epicor's 90% retention rate reflecting long-term customer satisfaction in a market where switching costs are high.
  • Cloud deployment on Microsoft Azure provides the flexibility to scale user counts and warehouse locations without on-premise infrastructure investment.
  • The Software Development Kit lets distributors personalize P21 to their specific business processes without modifying the application source code, preserving upgrade paths.

Object mapping

How Clear Enterprise objects map to Epicor Prophet 21

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

maps to

Epicor Prophet 21

Customer and Vendor

many:1
Fully supported

Clear 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

maps to

Epicor Prophet 21

Customer Contact

1:1
Fully supported

Clear 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

maps to

Epicor Prophet 21

Epicor UD Fields or Custom Tables

lossy
Mapping required

Because 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

maps to

Epicor Prophet 21

Sales Order or Quote (make-to-order)

1:many
Mapping required

Clear 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

maps to

Epicor Prophet 21

Part Master (Part table)

1:1
Fully supported

If 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

maps to

Epicor Prophet 21

Bill of Materials (BOM)

1:1
Fully supported

Clear 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

maps to

Epicor Prophet 21

Work Order (Job Entry)

1:1
Fully supported

Clear 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

maps to

Epicor Prophet 21

Document Management (EDMS)

1:1
Mapping required

Clear 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

maps to

Epicor Prophet 21

Epicor Kinetic User

1:1
Mapping required

Clear 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

maps to

Epicor Prophet 21

Epicor Kinetic Security Role or Department

lossy
Mapping required

Clear 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

maps to

Epicor Prophet 21

GL Account

lossy
Fully supported

If 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)

maps to

Epicor Prophet 21

Customer Communication Log or Part Notes

lossy
Fully supported

Clear 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.

Gotchas + challenges

What specifically takes care here

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 logo

Clear Enterprise gotchas

Medium

Non-modular packaging hides which features are actually live

Medium

Add-on Clear* tools (ClearOnline, ClearMobile, ClearScan, ClearView) live in separate data stores

Medium

Deployment can be cloud, managed-hosted, or on-premise — extraction differs per mode

Low

Public technical documentation is sparse

Epicor Prophet 21 logo

Epicor Prophet 21 gotchas

High

Third-party bolt-on integrations complicate migration scope

High

Dirty data without standardized processes compounds migration risk

Medium

SDK customizations and BPMs may not survive platform upgrades

Medium

Report-based export only for non-technical users

Low

Per-user pricing model requires accurate user count before migration planning

Pair-specific challenges

  • Clear Enterprise has no standard schema — profiling is mandatory before mapping

    Every Clear Enterprise deployment has a unique data model built from the customer's specific requirements. There is no standard set of objects, field names, or relationships that applies across implementations. We cannot produce a field mapping until we have profiled the live Clear Enterprise schema through their available export interfaces. Migrations that begin without profiling risk mapping to the wrong Epicor objects or missing entire object types that were never anticipated during planning. We treat schema profiling as the first paid deliverable on every Clear Enterprise engagement.

  • Epicor BOM and routing dependencies must resolve before Work Order import

    Epicor Kinetic enforces referential integrity between Part, BOM, Routing, and Work Order. A Work Order cannot be created referencing a Part that does not exist, or a BOM revision that has not been committed. If the Clear Enterprise source data has orphaned BOMs or parts with missing relationships, we must either repair those relationships during transform or defer the dependent records. This sequencing constraint means BOM and Part Master data loads before Work Order data loads, which adds time for large multi-level BOM structures.

  • Custom objects map to Epicor UD fields, not native custom objects

    Epicor Kinetic does not have a generic custom object creation model comparable to Salesforce or HubSpot. Custom domain data (tooling, compliance records, equipment registers) must map to Epicor UD (User-Defined) columns on standard objects such as Part, Customer, or Job, or to a separate custom table created via Epicor DBA tools. Mapping a custom Clear Enterprise object to an Epicor UD field requires defining the UD column type, length, and reference during schema design before data import. This is a configuration step that the customer's Epicor admin must validate.

  • Non-alpha characters and field length mismatches cause silent import failures

    Epicor Kinetic enforces stricter field validation than typical custom ERP deployments. Non-ASCII characters, embedded delimiters, and field-length violations in the Clear Enterprise export can cause Epicor Kinetic import routines to reject records without a verbose error message. We run a pre-migration data quality pass against the Clear Enterprise export to identify and remediate character encoding issues, trailing whitespace, and field overflows before any Epicor import batch runs. Field length mismatches (for example, a 15-character part number in Clear Enterprise against a 12-character Epicor Part.PartNum) are flagged and resolved during the transform phase.

  • Manufacturing timestamps must survive Epicor's production record dating

    Epicor Kinetic uses a production-record dating model where Work Order completion dates, labor posting dates, and inventory transaction dates are validated against the fiscal period calendar. Records from Clear Enterprise that carry historical timestamps falling outside the configured Epicor fiscal periods must be mapped to the nearest open fiscal period or flagged for the customer's Epicor admin to adjust the accounting calendar. This is particularly relevant for migrations with multi-year Work Order and transaction history.

Migration approach

Six steps for a successful Clear Enterprise to Epicor Prophet 21 data migration

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

  6. 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

Context on both ends of the pair

Clear Enterprise logo

Clear Enterprise

Source

Strengths

  • All 9 core modules ship in one product — Sales & Marketing, Customer Management, Inventory & Warehousing, Manufacturing & Production, Project Management, Fixed Assets, Service Management, Retail Sales, and Financials are described as standard inclusions rather than purchasable modules.
  • Industry-specific configurations exist for blinds and awnings, flooring, manufacturing/fabrication, food and meat processing, wholesale distribution, office supplies, machinery sales & service, and timber & building supplies — useful for ANZ verticals.
  • Flexible deployment across cloud, managed hosting, or on-premise lets customers retain control where regulatory or latency concerns demand it.
  • Add-on tooling (ClearMobile Sales, ClearScan Stock Manager, ClearOnline) extends the core into field, warehouse, and e-commerce workflows without forcing third-party purchases.
  • Long-tenured vendor — Clear Objective Ltd has been operating since 1999, with offices in Sydney, Melbourne, Brisbane, and Perth and 1,000+ users supported.

Weaknesses

  • No public pricing — buyers must contact sales for every quote, slowing evaluation cycles.
  • Few third-party reviews and no publicly claimed vendor profile on Capterra Australia or SoftwareSuggest makes independent feature validation difficult.
  • Native SaaS integration catalogue is not published — connecting to Shopify, Salesforce, HubSpot, Stripe, etc. typically requires a custom build rather than a packaged connector.
  • Limited footprint outside Australia / New Zealand, which complicates 24x7 support and partner networks for international rollouts.
  • Public technical documentation (API specs, schema, integration patterns) is sparse, increasing scoping risk for migrations and integrations.
Epicor Prophet 21 logo

Epicor Prophet 21

Destination

Strengths

  • Purpose-built for wholesale distribution with industry-specific replenishment, kitting, and counter-sale workflows out of the box.
  • Multi-warehouse management with bin locations, cross-docking, and real-time inventory visibility across all warehouse locations.
  • Automated replenishment engine with demand-based and min-max planning reduces stockouts and overstock carrying costs.
  • AI-infused reporting via Epicor Prism provides Gen AI-driven insights into ERP data without requiring a BI team.
  • Strong customer retention at 90% and a 50-year track record in the distribution vertical provides long-term vendor stability.

Weaknesses

  • High total cost of ownership — per-user pricing of $150-200/month plus $10K-$500K implementation creates significant budget commitment for small and mid-market distributors.
  • Customization via SDK requires technical expertise and introduces upgrade risk when custom code conflicts with new P21 releases.
  • Report generation performance is a known pain point — multiple users report system freezes during large or complex report exports.
  • Third-party bolt-on reliance for functionality that competitors include natively increases integration complexity and total solution cost.
  • Limited public API documentation — developers building custom integrations report difficulty finding P21 API authentication methods and endpoint specifications.

Complexity grading

How hard is this migration?

Standard ERP migration. 2 of 8 objects need a mapping; the rest are 1:1.

B

Overall complexity

Standard migration

Derived from compatibility, mapping clarity, API constraints, and data volume across Clear Enterprise and Epicor Prophet 21.

  • Object compatibility

    B

    2 of 8 objects need a mapping; the rest are 1:1.

  • Field mapping clarity

    C

    Field mapping is derived from defaults — final spec confirmed during the sample migration.

  • Timeline complexity

    B

    8-object category — typical timelines run 2–7 days end-to-end.

  • API constraints

    B

    Clear Enterprise: Not publicly documented..

  • Data volume sensitivity

    B

    Clear Enterprise doesn't expose a bulk API — REST + parallelization used for high-volume runs.

Estimator

Estimate your Clear Enterprise to Epicor Prophet 21 migration cost

Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.

Step 1

What are you migrating?

Pick a category, then your source and destination platforms.

Category

FAQ

Frequently asked questions about Clear Enterprise to Epicor Prophet 21 data migrations

Answers to the questions buyers ask most during Clear Enterprise to Epicor Prophet 21 migration scoping. Not seeing yours? Book a call.

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Most migrations land between six and ten weeks for deployments with a single site, under 50,000 part numbers, and fewer than ten distinct custom object types. Migrations with multi-level BOMs (10+ levels), large Work Order histories (over 100,000 open and closed orders), multiple custom object types, or multi-site Epicor Kinetic configurations move to fourteen to twenty-two weeks because of BOM dependency sequencing, production record time-dating, and MES data reconstruction. Clear Enterprise deployments with extensive custom objects require additional profiling time before mapping begins.

Adjacent paths

Related migrations to explore

Ready when you are

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