Migrate your Perfecto ERP data

The Chart of Accounts supports multi-level hierarchical account structures. We map each account level and preserve the parent-child relationships during migration, as destination systems may flatten or restructure hierarchies differently.

General Ledger transactions are well-structured records with standard fields (date, account, amount, description). We import these as a complete audit trail and preserve journal entry numbering sequences.

Customer records contain standard fields (name, contact, address, payment terms). We map these 1:1 unless the End-User Customization Studio has added non-standard fields, which we flag before import.

Vendor records follow the same structure as customer records. We preserve vendor-specific fields such as tax registration and payment terms during migration.

Items include finished goods, raw materials, and services with BOM (Bill of Materials) relationships. BOM structures require special handling to preserve component links and quantities across the migration.

Employee profiles include standard HR fields. We map employee records alongside their assigned roles to preserve role-based security during migration.

Role-based security assigns permissions to users at the module and field level. We extract the role-permission matrix separately and map it to corresponding constructs in the destination system.

Attachments are stored as file references linked to records. We export files to a neutral store and relink them post-import, as file attachment storage paths are not portable between systems.

Purchase orders, sales orders, and inventory transactions are well-documented standard records. We preserve transaction dates and line-item relationships during migration.

Approval Workflows define custom approval chains tied to specific transaction types. We extract workflow definitions as configuration and advise on re-implementation in the destination system, as workflow engines vary across ERPs.