Migrate your Finesse ERP data

Customer records are standard master data with address, contact, and payment terms. We migrate Customers 1:1, preserving credit limits and tax IDs as native fields. No custom object wrapping required.

Vendor master data including bank details, W-9 information, and payment terms migrates directly. We handle multi-address vendor records by promoting ship-from locations into separate vendor address rows.

GL account structure migrates with full segment support. We preserve account types, descriptions, and intercompany account flags. Active versus inactive status is carried over explicitly to prevent posting to deprecated accounts.

Items carry manufacturing-specific attributes (BOMs, routings, work centers) that vary in structure between source systems. We map the item master, bill of materials, and routing data, noting where BOM explosion rules differ from Finesse's default costing method.

Projects in Finesse aggregate jobs, costs, and milestones under a single project header. We extract project headers, status, and cost variance fields, then map embedded job cost lines to the destination's equivalent project or work order object.

Jobs represent the manufacturing execution unit and carry start dates, quantity, priority, and cost tracking. We extract job headers and line-level cost entries, mapping labor and material postings to the destination's job or work order object.

Open invoices and credit memos require careful mapping of vendor references and payment terms. We export open AP as line-item detail rather than summary balances to preserve aging accuracy at the destination.

Open customer invoices and unapplied payments migrate with full aging detail. We flag any AR records with nested dispute or credit hold flags for manual review before destination activation.

Finesse supports user-defined fields on most master and transaction records. We export all custom field definitions alongside their values, then map them to the destination's equivalent custom field mechanism or supplemental data tables.

Documents stored in Finesse (drawings, specs, photos) migrate via file reference export or direct file copy depending on the storage backend. We flag any document older than the retention window for manual disposition before migration.

User records include roles, department assignments, and security permissions. We map active users to the destination's user object, preserving role names and team assignments. Inactive users are exported to a separate audit archive file.

On-hand quantities by location and lot number migrate to the destination inventory module. We flag any negative quantities or quantities below safety stock for pre-migration reconciliation.