Migrate from Proteus ERP to Infor CloudSuite Corporate

Discovery and export capability audit

We audit the Proteus ERP environment: current module usage (CRM, accounting, inventory, HR, e-commerce, POS), record volumes per object, date range of transactional history, any custom fields added within modules, existing export schedule and file storage location, and any point integrations or middleware currently connected to Proteus. We pair this with a review of the target Infor CloudSuite edition (Industrial, Distribution, Fashion, Food & Beverage, or other) to confirm the available object types, available UDF slots, and segment configuration options. The discovery output is a written migration scope, a CSV export checklist for the customer's Proteus administrator, and an Infor CloudSuite schema draft.

Staged CSV export and chunking strategy

We coordinate with the customer's Proteus administrator to execute staged CSV exports by object type and date range. Master data (Customers, Vendors, Items, Chart of Accounts, Employees) exports first in full. Transactional data (Sales Orders, Purchase Orders, Invoices, E-commerce Orders, POS Transactions) exports in date-range batches — typically quarterly or annually — to avoid file fragmentation. We validate each batch independently: row counts, required field presence, and date-range completeness are checked against the source system before any transformation begins. Large files exceeding typical spreadsheet row limits are split into sub-batches with a manifest cross-reference.

Infor CloudSuite schema design and account mapping

We design the destination Infor CloudSuite schema: Business Partner types and number ranges, Item Master with UOM class assignments, Chart of Accounts with segment-aware structure mapped from the Proteus flat code, and any User-Defined Fields required for custom Proteus fields without a standard CloudSuite equivalent. The Chart of Accounts mapping table is the highest-priority deliverable from this phase because every transaction import depends on account codes resolving correctly. We deploy the schema to the customer's Infor CloudSuite environment (or Sandbox if available) and validate the structure before data loading begins.

CSV transformation, column mapping, and batch preparation

We transform each Proteus CSV export into the Infor CloudSuite import format. This includes: column rename and type casting per field, multi-revenue-center flag translation to CloudSuite Site or Warehouse assignments, vendor and customer code collision resolution, unit of measure normalization, and date format standardization. For each object type, we produce a mapping log that shows every source column, its mapped destination field, the transformation logic applied, and any records that failed transformation and require manual resolution. Transformed batches are staged in a migration database for validation before CloudSuite import.

Infor CloudSuite import in dependency order with validation

We load Infor CloudSuite in dependency order: master data first (Business Partners, Chart of Accounts, Item Master, Employees), then transactional data (Sales Orders, Purchase Orders, Invoices, E-commerce Orders, POS Transactions). Each import phase emits a reconciliation report comparing imported row count against the source batch row count. We validate that account codes, vendor codes, customer codes, and item codes resolved correctly in CloudSuite, and that totals match source system totals for key financial fields. Records that fail validation are held in a remediation queue and corrected before the next phase begins.

Cutover, delta migration, and automation inventory delivery

We coordinate a freeze window with the customer's Proteus administrator during which no new records are created. We run a final delta export capturing any records modified since the last batch, transform and import them, and validate the delta count. Once validated, we declare the Infor CloudSuite environment the system of record and deliver the written inventory of every Proteus workflow, integration, and report requiring rebuild in CloudSuite. We support a one-week post-cutover window to resolve any reconciliation discrepancies raised by the customer's team. We do not rebuild Proteus automations or integrations as Infor CloudSuite workflows or ION connections; those are documented for the customer's Infor administrator or implementation partner to address separately.