Migrate your Stride ERP data

Stride organizes accounts into a standard COA with parent-child hierarchy. Account codes and names map to destination accounts, but the destination's segment structure may differ, requiring us to flatten or redistribute sub-account levels during import.

Customer records including contact details, billing addresses, and credit terms are exported as standard Contact and Company objects. We preserve lifecycle stage and custom fields where they exist in the export.

Vendor master data with AP aging balances transfers cleanly. We flag any vendor records that have been soft-deleted in Stride to avoid importing inactive suppliers into the destination.

Outstanding invoices and credit memos require careful sequencing. We map Stride's invoice numbers to the destination's numbering format and preserve payment terms, discount codes, and due dates during the transfer.

Asset records include location assignments, depreciation schedules, and assignment history. We extract accumulated depreciation balances and recalculate remaining book value against the destination's depreciation method to avoid double-counting.

SKU-level items with warehouse locations, reorder points, and current stock quantities map to the destination's item or product schema. Stride's multi-location inventory requires us to aggregate or split records based on the destination's warehouse structure.

Employee records transfer as the destination's People object, preserving department assignments, job titles, and employment status. We handle active and terminated employees separately to preserve the org structure while flagging inactive records for review.

Payroll runs and compensation history require mapping to the destination's payroll or compensation module. Stride stores pay periods and deduction codes that may not exist in the target system, so we map to equivalent categories or fall back to compensation records.

Project records with status, assignees, milestones, and task hierarchies transfer as-is. Custom fields on projects map to the destination's custom properties, and we preserve billable rates and project budgets where they exist.

Purchase requests are an add-on module and may not exist on Basic tier accounts. Where they exist, we map approval workflows and line items to the destination's requisition or PO schema, preserving approval status and requestor details.

Document Management System attachments are file-level exports that we associate with their parent object (Project, Customer, Employee) in the destination. File naming conventions in Stride vary by user, so we normalize attachment paths before ingestion.

LMS module data is scoped as an add-on and stores training completion records and course enrollment data in a proprietary format that does not map cleanly to standard LMS or People objects in most destination platforms. We exclude this object unless the destination has a dedicated LMS.

Fleet Management is a separate add-on module storing vehicle assignments, mileage logs, and maintenance schedules. This object has no direct equivalent in standard ERP or CRM destinations and requires a custom migration playbook that we handle on a case-by-case basis.

Ticket records including status, assignee, customer association, and conversation history map to the destination's ticket or case object. Stride's SLA configuration does not transfer and must be re-established in the destination platform post-migration.