Migrate from Enterox Enterprise Cloud to Acumatica

Enterox contacts and companies map to a combination of Acumatica Customer (BAccount with Type='Customer') and the Contact DAC. The primary company association in Enterox becomes the Customer record; the individual contact becomes a Contact linked to that Customer via the RelatedContact relationship.

Enterox Company is the organizational record — it maps to Acumatica BAccount (Business Account). Customer type, tax zone, credit terms, and address data transfer as BAccount fields. Multiple Enterox company addresses map to the Acumatica Address table linked by BAccount.

Enterox Sales Orders map directly to Acumatica SOOrder records. The Acumatica order requires a BranchID assignment and a WarehouseID for inventory lines. Order status (Open, Completed, Cancelled) translates via Acumatica's SOOrderStatus pick-list values. FlitStack also ensures that any line-level discounts, tax categories, and ship-via settings are transferred to the corresponding SOLine and SOShipment entities, preserving the original fulfillment logic.

Enterox quotations migrate as Acumatica Quote records (ARQuote / CustomQuote). Acumatica distinguishes Quotes from Orders in the same system; Quote expiration dates and terms carry over. Quote-to-SO conversion rules must be re-established in Acumatica. FlitStack records the original quote amount, validity period, and any attached notes as ARQuote extension fields, ensuring the sales team can re-open quotes without manual re-entry.

Enterox products map to Acumatica InventoryItem. Item class assignments, stock item vs. non-stock flag, lot/serial number settings, and default warehouse map across. UOM (unit of measure) definitions in Enterox map to Acumatica's UOM classes for line-level conversions. FlitStack also aligns posting classes, cost layers, and default replenishment settings to ensure accurate inventory valuation in Acumatica.

Enterox purchase orders map to Acumatica POOrder. Acumatica requires a VendorID (linked BAccount of Type='Vendor') and a BranchID. Drop-ship and special inventory handling flags translate to Acumatica's PO types (Normal, DropShip, Blanket). FlitStack also transfers any line-level notes, required delivery dates, and buyer assignments to the POLine entity, preserving the original procurement intent.

Enterox service requests map to Acumatica Cases (CRCase). Priority, status, assigned user, and original ticket description transfer. Acumatica Cases can link to the originating Customer and Contact. SLA definitions must be recreated in Acumatica's Case management settings. FlitStack also maps any custom case attributes, such as resolution codes or internal categories, to Usr-prefix fields on the CRCase DAC, ensuring full context is preserved.

Enterox marketing campaigns migrate as Acumatica CRCampaign records. Campaign type, status, start and end dates, target audience description, and budget amounts carry over. Acumatica's campaign ROI tracking fields populate from the transferred budget data. FlitStack also transfers any campaign tags or segmentation flags to custom fields on the CRCampaign DAC, allowing targeted analysis in Acumatica's reporting tools.

Enterox leads map to Acumatica CRLead. Lead status, source, estimated value, owner assignment, and conversion history fields transfer. Acumatica's lead-to-customer conversion process must be configured to match Enterox's lead lifecycle after migration. FlitStack also preserves any custom lead scoring or rating fields as Usr-prefix attributes on CRLead, enabling your sales team to prioritize follow-up activities without manual data entry.

Enterox custom properties on any entity require Acumatica custom fields created on the corresponding DAC using the Usr prefix (e.g., UsrCustomProp). Custom fields must be registered in the Acumatica Customization Project Editor before data load. Custom property types (string, integer, date, pick-list) map to Acumatica's DBColumn type definitions.

Enterox file attachments associated with records migrate as Acumatica NoteDocuments. Files are downloaded from Enterox and re-uploaded linked to the target entity. Acumatica's default 25MB per-file limit may require adjusting the FileStorageLimit system preference for large attachment batches. FlitStack logs each file transfer for audit purposes.

Enterox's built-in SMS and IVR telephony integration has no direct Acumatica equivalent. FlitStack preserves the configuration reference as a custom field for rebuilding via an Acumatica-compatible third-party telephony connector (e.g., Twilio integration) post-migration. The exported reference includes endpoint URLs, API keys (masked), and trigger event mappings to streamline the connector setup.