Migrate from iGEO ERP to Acumatica

iGEO Customer maps directly to Acumatica Business Account. iGEO stores a primary email contact and company-level notes on the Customer record — these move to Account.Email and Account.Note fields respectively. If the iGEO Customer has no email, Acumatica requires at least one Contact record linked to the Account, so we ensure a Contact row is created alongside every Account.

iGEO embeds Contacts within Customer records. Each iGEO Contact maps to an Acumatica Contact linked by AccountID to the parent Business Account. iGEO contact roles (primary, billing, technical) map to Acumatica Contact methods — we use the method label field to preserve the role designation from iGEO.

iGEO stores multiple addresses per Customer (service address, billing address, etc.). Acumatica uses a separate Location entity linked to the Business Account via LocationID. Each iGEO address becomes an Acumatica Location row; the address type in iGEO is preserved as Location.AddressID or a custom field so routing context is not lost after migration.

iGEO Work Order is a parent record holding service description, status, priority, scheduled date, assigned technician, and optional service address. Acumatica Service Order shares these fields but separates line items into a child table. We map Work Order header fields to Service Order header columns and create one Service Order Detail row per iGEO Work Order line item — billable lines link to Inventory Items, non-billable lines enter as text-service lines.

Each iGEO Work Order line item maps to an Acumatica Service Order Detail row linked by ServiceOrderNbr. Line items that reference an iGEO Inventory Item link to the corresponding Acumatica InventoryItem record by SKU; items with no inventory match become Non-Stock Item detail rows. Quantity, unit price, and discount carry over directly.

iGEO Quotes map to Acumatica Opportunities. Quote name becomes Opportunity OpportunityID; description maps to Opportunity.Subject; total amount maps to Opportunity.CuryAmount. Quote status (Draft, Sent, Accepted, Lost) maps to Opportunity.Status values. The Acumatica Opportunity is linked to the Business Account and Contact resolved from the iGEO customer record.

iGEO posted invoices map to Acumatica AR Invoice records (DocType = Invoice). iGEO draft or pending invoices map to Sales Orders. Invoice number maps to AR Invoice.RefNbr for traceability; iGEO invoice total maps to AR Invoice.CuryOrigDocAmt. Line items map to AR Invoice details following the same logic as work order line items — inventory-linked lines resolve to InventoryItem by SKU.

iGEO inventory items with a defined SKU map directly to Acumatica Inventory Items. ItemID uses the iGEO SKU; Description maps to InventoryItem.Descr; standard cost maps to InventoryItem.CuryStandardCost; current quantity maps to QuantityOnHand as a snapshot at migration time. iGEO units of measure (liters, kg, hours) map to Acumatica's Unit of Measure inventory record.

iGEO vendors map to Acumatica Vendor records. Vendor name becomes Vendor.VendorName; email maps to Vendor.Email; bank account details map to Vendor.PaymentMethodEdit fields. If the iGEO vendor record includes a contact name, we create a Contact record linked to the Vendor entity in Acumatica to preserve that relationship.

iGEO employee and technician records map to Acumatica Employees. Name, email, phone, and job title transfer directly. Employee status (Active/Inactive) maps to Acumatica Employee.Status. Note that iGEO user login credentials and passwords do not migrate — new Acumatica user accounts must be provisioned separately, and technicians must be invited to Acumatica before they can log in.

iGEO custom properties (pest type, service route, regulatory codes, custom flags) have no native Acumatica equivalent and require custom field creation. We create each custom field in Acumatica's Customization Project editor with the CD suffix convention (e.g., PestType_cd, RouteID_cd, RegulatoryCode_cd) before data loads. Custom field declarations must exist in Acumatica before the migration script runs — we surface the full list in the pre-migration plan.

iGEO files attached to work orders, customers, or invoices are downloaded and re-uploaded to Acumatica's file storage linked to the corresponding record. File name and original upload date are preserved as Acumatica File.Descr and File.CreatedDateTime. Large attachments (>25MB per file in Acumatica) require chunked upload handling, which we manage in the migration script.