Migrate from Selly Erp to Infor CloudSuite Corporate

Selly ERP Leads map to Infor CloudSuite Business Partner records of type Person. We extract lead name, email, phone, source, and status from the CSV dump and map source to a custom Business Partner attribute field. Infor requires Business Partner to exist before any Sales Order can reference that party, so Leads are loaded in the first master-data phase. Status mapping is confirmed with the customer: open leads become Active, converted leads receive the conversion date as an attribute.

Selly ERP Customer records map to Infor CloudSuite Business Partner of type Organization, with company details becoming address, billing address, and payment terms fields. We extract the billing address and any VAT or tax registration number from the customer dump. For B2C customers without a formal company name, we fall back to Person Business Partner with the individual as the primary contact. The Business Partner number in Infor becomes the primary account identifier for downstream transactional records.

Selly ERP Deals map to Infor CloudSuite Sales Orders. The deal name becomes the order description, deal value maps to the order total, and pipeline stage maps to an Infor order status or workflow stage. We extract the owner (sales rep) from the deal and resolve it to an Infor User during User provisioning. Deals without a linked Customer require the customer record to be loaded first; we flag these as orphaned and resolve before the order import phase.

Selly ERP Quotes map to Infor CloudSuite Sales Quotes. Quote line items require Product2 records to exist in Infor, so we verify or pre-load the product catalog before Quotes are imported. Quote validity dates and totals migrate as structured fields; custom quote templates and branding do not transfer and must be reproduced in Infor's template designer post-migration.

Selly ERP Invoices map to Infor CloudSuite Accounts Receivable Invoice records. Invoice header data (number, date, customer, total) migrates as structured records. We archive the original PDF separately and attach it to the corresponding invoice record in Infor IDM (Infor Document Management) as a reference copy. Invoice line items are migrated as invoice distribution lines where the destination schema supports line-level detail; any line items that cannot be mapped are flagged for manual re-entry or a supplemental import.

Selly ERP activity records (calls, emails, meetings, tasks, notes) attached to contacts or deals are consolidated and mapped to Infor CloudSuite Activity records. Infor uses a unified activity model with sub-types for calls, appointments, and tasks. We preserve the original timestamp, subject, body content, and owner assignment. Attachments linked to activities in Selly ERP are extracted and re-uploaded to Infor Document Management (IDM) linked to the corresponding activity record.

Selly ERP custom pipeline stage names are extracted during scoping and mapped to Infor CloudSuite order status values or workflow stage codes. We confirm the full stage list with the customer and configure corresponding status codes in Infor before any transactional records are imported. Stage probabilities from Selly ERP are stored as custom attributes on the order status configuration in Infor.

Selly ERP user accounts map to Infor CloudSuite Users. We extract every distinct owner referenced on Leads, Customers, Deals, Quotes, Invoices, and Activities and match by email address against the destination Infor tenant's user list. Any owner without a matching Infor User is placed in a reconciliation queue for the customer's admin to provision before record import resumes. Archived or inactive Selly ERP users are flagged for inactivation in Infor.

Custom fields on any Selly ERP object (Lead, Customer, Deal, Quote, Invoice) are extracted from the export dump and preserved as custom fields in Infor CloudSuite. We create matching fields in Infor using Infor's field administration tools before importing values. Field data types are mapped: text to string, number to decimal or integer, date to date, and checkbox to boolean. The customer confirms the intended Infor field placement (on the Business Partner form, Order form, or as an extended attribute) during scoping.

File attachments linked to records in Selly ERP are extracted from the export and stored separately for re-upload to Infor Document Management (IDM). We map each file to the corresponding Business Partner, Sales Order, or Invoice record in Infor using a naming convention that preserves the original record context. Infor IDM is the standard container for migrated documents; we do not attach files directly to transactional records as inline blobs.