Migrate your INNERGY ERP data

Estimates are a first-class object in INNERGY, covering material takeoffs, labor assumptions, and margin calculation for custom millwork jobs. We export the full estimate structure including line items, quantities, and associated cost pools and map them to the destination's Quote or Sales Order object.

Jobs represent the core project record in INNERGY's workflow, tracking a project from award through installation. We preserve job metadata, status history, assigned staff, and the relationship to the originating Estimate.

BOMs in INNERGY are auto-generated from CAD design data or built manually and include material specs, quantities, operations routing, and subassembly relationships. We map BOM structures to the destination's item master and routing records, preserving multi-level BOM hierarchies.

Work Orders drive shop-floor execution and are linked to Jobs and BOMs. We export Work Order records including assigned operations, sequencing, and completion status to the destination's production order or job card object.

Change Orders modify the scope of an active Job and are a common source of data complexity in millwork ERPs. INNERGY tracks change order lineage and approval status. We preserve change order records as linked modifications to the Job and flag their sequence for reconstruction at the destination.

INNERGY tracks material and component inventory with associated units of measure, reorder points, and warehouse locations. We map inventory balances, average costs, and stock statuses to the destination's item records.

Customer records in INNERGY include contact details, billing and shipping addresses, and the associated Jobs list. We map customer records to the destination's Customer or Account object and preserve the job association.

Vendor records hold supplier information, lead times, and preferred items. We map vendor data to the destination's Vendor or Supplier object, preserving associated purchase history where INNERGY exposes it.

INNERGY supports custom fields on key objects, and Feature Release 115 added custom fields for Shipments. Custom fields are user-defined and may not follow a stable naming schema. We catalog all custom field definitions during the discovery phase and generate explicit mappings for each destination field.

INNERGY integrates accounting data through the ERP module. Account structures may be configured per-customer during implementation. We export the full account list and map it to the destination's chart of accounts, flagging any non-standard account codes.

Outstanding invoices and credit memos represent live financial data that must be reconciled before migration. INNERGY exposes open payable and receivable records through its API. We extract open items, map them to the destination's AP/AR registers, and flag any pre-payments or credit holds that require manual resolution.

INNERGY stores documents and drawings associated with Jobs, Work Orders, and Estimates. These may include PDFs, images, and CAD files. We export attachments in their native format and link them to the corresponding destination records, noting any file-size limits that affect bulk transfer.