Migrate from Selly Erp to Acumatica

Selly contact records map to Acumatica Contact sub-records under a Customer master. Primary company resolves to the Customer record using domain lookup. Phone, email, job title, and address fields transfer directly; ContactClassId applies based on Selly contact type if configured.

Selly company becomes an Acumatica Customer master record. Company name maps to CustomerName, domain maps to WebSite. Industry classification from Selly's dropdown maps to the CustomerClassID or a custom UDF in Acumatica. Vendors from Selly map to the Acumatica Vendor screen separately.

Selly deal maps to an Acumatica Opportunity linked to the Customer. Deal name becomes OpportunityID and Description. Pipeline stage from Selly becomes the StageID or a custom StageUDF field; probability and amount carry forward. Owner resolves by email match to Acumatica employee.

Selly deals with status 'Won' split into Acumatica Sales Orders with status 'Open' or 'Completed'. Line items derive from Deal products if Selly tracks product lines. Deals remaining in open pipeline stay as Opportunities. This split is planned before migration with customer sign-off.

Selly products with stock tracking map to Acumatica Inventory Items with ItemCode, Description, and base sales/purchase prices. For non-inventory items (services), Selly products map to StockItem=false with a service flag. UOM maps from Selly unit-of-measure to Acumatica's UOM class. If Selly product includes a weight or dimension attribute, FlitStack maps those to the Inventory Item's Physical Dimensions UDFs for shipping calculations.

Selly products that represent services or one-time items without inventory cost split into Acumatica Non-Stock Items with ItemType='Non-Stock'. Price sheet values map to Sales Prices on the Non-Stock Item screen. If a service product has recurring billing periods defined in Selly, FlitStack can also map those to Acumatica Subscription Management templates, provided the module is licensed.

Selly activities map to Acumatica Activities with Subject, Details, StartDate, EndDate, and Owner preserved. Call type maps to Type='Phone Call'; meeting to Type='Meeting'; email to Type='Email'. Notes migrate as Acumatica Notes attached to the parent Contact or Customer record. If an activity includes attachments, FlitStack downloads them and re-links them to the corresponding Acumatica Activity using the Files & Attachments mechanism.

Selly contact-level custom properties become Acumatica UDFs on the Contact DAC (UsrPrefix fields). Each UDF must be pre-created in Acumatica with matching data type before migration runs. Multi-value pick-list properties split into separate UDF rows per selection. If a custom property holds a date, FlitStack maps it to a Date UDF; if it holds a numeric value, it maps to a Decimal or Integer UDF based on the precision required.

Selly deal custom properties map to Opportunity UDFs in Acumatica. Date-type custom properties become Date fields; numeric properties become Decimal or Integer UDFs depending on precision. The Acumatica admin creates these fields in the Opportunity screen before import. For multi-select deal custom fields, FlitStack splits each selected value into a separate row in the corresponding UDF, preserving the original list in a related note.

Selly leads or subscribers from the marketing CRM side have no direct Acumatica equivalent unless the CRM module is licensed. FlitStack preserves these as a CSV export for re-import into your Acumatica CRM leads screen post-setup. The CSV includes all lead fields, custom properties, and original timestamps, allowing you to map them manually to Acumatica UDFs or third‑party marketing tools.

Selly file attachments on contacts, companies, or deals download and re-upload to Acumatica's Files & Attachments section on the matching screen. File size limits follow Acumatica's upload constraints (typically 25MB per file). If a file exceeds the limit, FlitStack splits it into chunks and reassembles them after upload, preserving the original file name and metadata.

Selly invoices map to Acumatica AR Invoices with customer, date, description, and amount. Line items derive from Selly invoice line product references. Tax codes map to Acumatica TaxZone settings based on Selly tax configuration. If Selly includes a payment term or discount percentage, FlitStack translates those into Acumatica's Terms and Cash Discount fields on the AR Invoice.