Migrate from Clear Enterprise to Infor CloudSuite Corporate

Clear Enterprise Projects are the primary container with a schema that varies between implementations. We profile the live Project table during discovery, identify all columns and custom fields, and map to Infor's project management module (M3 PPS or LN Project Management depending on CloudSuite edition). Any custom Project fields map to Infor Custom Fields defined in CMS470, attached via Custom Field Groups. Multi-level WBS structures and project hierarchies preserve parent-child relationships during import via the project_code reference chain.

Clear Enterprise Tasks belong to Projects and may carry implementation-specific custom fields. We preserve parent-project references using Infor's project_number key, map task status to Infor Work Order or Project Task status values, and translate any custom task properties to Infor Custom Fields. If the destination CloudSuite edition uses M3, tasks map to PPS400; if LN-based, they map to the PM module's task structure.

Clear Enterprise Contacts map to Infor Business Partner records with class Customer or Supplier as appropriate. Name, email, phone, address, and owner assignment migrate to BPRNAME, BPRMAIL, BPrtel fields respectively. The relationship between Contact and Company (stored as company_id on the Contact record in Clear Enterprise) translates to the Business Partner's BPCTRY country code and address structure. Owner assignment maps by email to the Infor User via BPRGR7 or the owner_code field.

Clear Enterprise Company records map to Infor Business Partner with class Customer or Supplier. The company_name becomes BPRNAM, tax ID maps to VAT registration fields (TAXFI), and the industry classification maps to Infor's business partner category codes. If the destination CloudSuite edition uses the SyteLine/Industrial data model, Companies map to Customer records in the AR module. Multi-address structures (billing vs. shipping) translate to separate address records with type codes.

Clear Enterprise custom objects vary by deployment. We profile every custom object type during discovery, then map each to Infor extension tables. In M3-based CloudSuite editions, custom data structures map to MITMAS (items), MOCMST (production), or user-defined tables. In LN-based editions, custom objects map to extension tables in the PDM module or to custom tables created via Infor's extension framework. Each custom object may have lookup relationships to standard objects; we resolve those foreign keys at migration time using Infor Business Partner or Item keys.

Clear Enterprise Documents attach to Projects, Tasks, and Custom Objects. File attachments export individually from the source database and re-associate to the correct Infor parent record using the document management module (ION Documents, M3 DMS, or CloudSuite DMS depending on edition). Document metadata (title, description, created date, author) maps to the Infor document record fields. We preserve the original file name and content type; the Infor document ID becomes the reference key in the target system.

Clear Enterprise Users map to Infor User records by email address. Role and permission translation requires per-implementation review because Clear Enterprise role definitions are custom. We extract the full role-permission matrix during discovery and map to Infor role codes or Infor OS role definitions. Any Clear Enterprise user without a matching Infor User goes to a reconciliation queue for the customer admin to provision before record import.

Clear Enterprise Teams aggregate Users and may control access scoping. Infor CloudSuite uses organizational hierarchies or team structures depending on edition. Where the destination uses a flat permission model, we flatten team hierarchies and assign each Clear Enterprise team member to the corresponding Infor role. Team-level access controls translate to Infor Business Chain or warehouse-based security models in distribution editions.

If the Clear Enterprise deployment includes GL data, the Chart of Accounts maps to Infor's multi-dimensional GL account structure. Clear Enterprise account codes map to Infor G/L Account (GLSGJPAC) with segment values mapped to Infor account segments. Currency codes map to Infor's currency table. Effective-dated account balances migrate to GL transaction records with proper period assignment. Tax codes map to Infor tax codes (MTVACOD) and tax types (M3 VAT handling).

Clear Enterprise GL transactions map to Infor General Ledger transaction records. We handle multi-currency transactions by mapping Clear Enterprise transaction currency to Infor transaction currency fields, with exchange rates resolved from the migration date or historical rate tables. Historical data loading follows Infor's guidance: migrate one to two years of open and recent closed periods; archive older history to the Infor Data Lake for reporting access without loading into the transactional database.

If the Clear Enterprise deployment manages inventory or product data, items map to Infor Item Master (MITMAS in M3 editions, Item table in SyteLine/LN editions). Item code, description, unit of measure, and category structures translate to Infor fields. Clear Enterprise custom item fields map to Infor Custom Fields attached via CMS470/Custom Field Groups. Multi-warehouse inventory levels map to Infor warehouse stock records (M3 MITBAL, LN Item Inventory).

Clear Enterprise vendors map to Infor Business Partner records with class Supplier. Tax ID, payment terms, and bank details translate to Infor supplier fields. Vendor contacts map to Business Partner contact records linked by BP ID. If Clear Enterprise stores supplier-specific custom fields, these map to Infor Custom Fields on the Business Partner record using the supplier-specific field group.