Migrate from Integra ERP to Acumatica

Integra Customer records map directly to Acumatica Business Accounts. Address information stored on the Integra Customer record becomes the primary Location on the Acumatica Business Account. Additional Integra address records map to secondary Location records under the same Business Account.

Integra Vendor records map 1:1 to Acumatica Vendor entities. Payment terms, bank details, and tax registration fields transfer to equivalent Acumatica Vendor fields. Remit-To addresses on Integra map to a separate Vendor Location record in Acumatica if the vendor accepts payments at a different address than their main location.

Integra GL Account codes map to Acumatica Account records. Where Integra stores a combined account-plus-department code, FlitStack AI splits the value into the Account field and a corresponding Subaccount. Accounts flagged as header-only in Integra mark the Acumatica Account with Allow Posting = false.

Integra's Department or Cost Center dimension maps to an Acumatica Subaccount entity. The Subaccount is attached to the appropriate Segments defined in Acumatica's Chart of Accounts configuration (e.g., Branch, Division, or Project). Integra setups using free-text department names require validation against Acumatica's Subaccount code format before migration.

Integra Inventory Items map to Acumatica Stock Items or Non-Stock Items depending on the Integra item type flag. Unit of Measure conversions defined in Integra transfer to Acumatica's UOM classes and conversion rules. Default warehouse assignment from Integra becomes the primary Warehouse ID on the Acumatica item.

Integra Warehouse records map to Acumatica Warehouse entities. Address information, site code, and active or inactive status transfer directly as fields on the Warehouse record. Lead Times, Replenishment Settings, and Shipping Terms on the Integra warehouse default to Acumatica system values during import and can be customized in the Warehouse configuration screen after migration completes.

Integra open AR invoices map to Acumatica AR Invoice documents. The customer reference number maps to the Invoice Nbr field. Line items map to invoice detail lines with inventory ID and quantity. Unpaid invoices with past-due dates carry their original due dates into Acumatica's Terms field.

Integra open AP invoices map to Acumatica AP Invoice documents. Vendor reference numbers and invoice dates transfer to equivalent fields in the Acumatica AP Invoice header. Prepayments tracked as separate records in Integra map to Prepayment applications in Acumatica rather than appearing as individual line items on the invoice.

Integra Employee records map to Acumatica Employee entities with name, email, department, and employment status fields. Active employee status maps directly; terminated employees are flagged with their termination date. Integra's employee ID becomes the Acumatica Employee ID field for payroll and expense linking.

Open Sales Orders in Integra map to Acumatica Sales Orders with order number, date, customer, line items, quantities, and prices. Order status (open, partially shipped, completed) transfers to Acumatica's status field. Pending shipments remain in Open status for post-migration processing.

Open Purchase Orders in Integra transfer to Acumatica Purchase Orders with vendor, line items, quantities, and expected delivery dates. Drop-ship and special order flags map to equivalent Acumatica Purchase Order types. Receipts pending against Integra POs create open expectations in Acumatica's receiving workflow.

Integra BOMs transfer to Acumatica Manufacturing BOMs with parent item, component lines, quantities per assembly, and bill/operation steps. Multi-level BOMs in Integra become nested BOM structures in Acumatica. Phantom BOM flags map to Phantom Bill of Materials type in Acumatica.

Integra user-defined fields on any entity require a custom field with the Usr prefix in Acumatica. Field data types are matched: text fields to string, numeric fields to decimal or integer, date fields to date/datetime. Custom field visibility and access rights are set in Acumatica's Customization Project after migration completes.

File attachments stored against Integra records are downloaded and re-uploaded to the corresponding Acumatica entity as Notes or File attachments. File size limits and supported formats follow Acumatica's attachment configuration. Inline images in notes are extracted and rehosted as separate file references.