Migrate your Opto data

Items are the central inventory record in Opto Enterprise, containing SKU, name, description, unit cost, and reorder point. We extract all standard Item fields and any custom properties the account has added. The Item-to-Stock Location relationship is preserved at the record level.

Customer records include contact name, email, phone, and billing address. We map these to the destination's Customer or Account object, preserving any customer-specific pricing tiers if the destination schema supports them.

Vendor records hold supplier name, contact, and payment terms. We map Vendors to the destination's Vendor object and carry forward any configured lead-time data associated with Items.

Purchase Orders link a Vendor to one or more Items with quantities and expected delivery dates. Not all destination ERPs use a Purchase Order object; we convert these to Purchase Requests or Approved Orders as needed and flag any that are partially received for manual reconciliation.

Opto Enterprise supports multi-location inventory with named bins or warehouses. Where the destination has a flat location model, we flatten the hierarchy and preserve the location name as a label.

Reorder Rules define per-Item minimum thresholds and reorder quantities. These are custom configuration rather than transactional data — we export them as a structured CSV and document the manual reconfiguration steps for the destination.

Open and historical invoices are exported with line items, amounts, and payment status. We separate open invoices from historical records so open items can be re-created or manually reconciled at the destination.

Both Item and Customer records may carry custom fields unique to the account. We extract the full custom-field schema during discovery and map each field to an equivalent custom field in the destination or flag it as a manual data-point if no equivalent exists.