Migrate your Reflex ERP data

Reflex ERP maintains a standard GL chart of accounts with account codes, descriptions, and account types. We extract account records in full, preserving account classifications and inactive flags, and map them directly to the destination ERP's chart of accounts structure.

Customer master records include billing address, shipping address, payment terms, credit limits, and contact details. We migrate all customer fields and link any outstanding AR records by customer ID to preserve the AR aging trail at migration cut-off.

Vendor master records mirror customer structure with address, payment terms, and 1099 settings. We extract vendor records in full and map vendor IDs to the destination so AP aging and PO history carry over cleanly.

Items in Reflex include part numbers, descriptions, costing methods (FIFO/average), BOM structures for manufactured items, and pricing tiers. We extract all item records and their BOM relationships, then map cost layers to the destination's inventory valuation method. Assembly/kit structures require explicit field mapping because manufacturing conventions differ across ERPs.

Reflex treats Projects as cost-tracking entities with revenue recognition, change orders, and sub-project breakdowns. We extract project headers, budget lines, and actuals, but budget-versus-actual breakdowns and percent-complete revenue recognition settings require manual alignment with the destination's project costing conventions.

Open Accounts Payable records are linked to Vendor IDs and include invoice numbers, amounts, due dates, and payment terms. We extract open AP at cut-off date and map them to the destination's AP module. Prepaid and partially-paid invoices require careful handling of remaining balances.

Open Accounts Receivable records are linked to Customer IDs with invoice, amount, due date, and aging buckets. We extract open AR at cut-off and map to destination AR. Credit memos and prepayments must be applied against open invoices to avoid inflating AR balances.

Fixed Asset records include acquisition date, cost, depreciation method, accumulated depreciation, and useful life. We extract asset registers in full and map depreciation conventions to the destination. Assets under construction or fully depreciated assets require explicit value mapping.

Work orders link Items, BOMs, and labor routing. We extract open and closed work orders with labor hours and material consumption. Closed work orders impact COGS and inventory simultaneously, so migration sequencing must process inventory layers before COGS postings to avoid double-counting.

Reflex's Document Manager stores attachments linked to transactions and master records. We flag document associations during extraction and re-link them post-migration in the destination system. Binary file migration is handled separately from transactional data.

Reflex requires a minimum of 5 Full Client Access Licenses. We extract user records with role assignments, but permission sets are Reflex-specific and must be rebuilt in the destination system based on user role documentation provided at scoping.

Tax codes define jurisdiction and rate for sales and purchase transactions. We extract all active tax codes and map them to the destination's tax setup. Historical tax adjustments and nexus-specific codes require destination tax authority alignment.