Migrate from Triumph to Acumatica

Triumph accounts map to Acumatica GL Account records; if Triumph uses cost-centre suffixes in account codes, FlitStack parses these and creates corresponding Subaccount records, then links each GL Account to the correct Subaccount mask so all future journal lines carry the dimensional tag.

Triumph customers with multiple addresses are split into one Acumatica Customer master record plus one CustomerLocation per distinct billing or shipping address. Each location receives the same payment terms from Triumph unless your mapping plan specifies per-location overrides. The primary location inherits the customer's balance.

Parallel to the customer split: each Triumph vendor with multiple remit-to addresses generates one Vendor record and separate VendorLocation records in Acumatica. AP terms, tax ID, and 1099 settings are set on the Vendor record; shipping and payment addresses attach to the location.

Triumph inventory items map to Acumatica StockItem or NonStockItem based on whether the item is sold and stocked. Unit-of-measure conversions from Triumph (typically each or case) become UOM records in Acumatica with the conversion factor preserved. If Triumph tracks multiple warehouses, each Acumatica Warehouse receives its own item quantity record.

Open Triumph AR documents (invoices and credit notes with unpaid balances) migrate as AR Invoice and Credit Memo records in Acumatica. The original invoice number, document date, due date, and open amount are preserved. Lines map to the customer's location and the correct inventory or non-stock item.

Unpaid AP documents migrate as AP Invoice and Credit Memo records with vendor location, invoice number, document date, terms, and open amount intact. If Triumph stores the remittance-to address separately, it becomes the VendorLocation on the Acumatica record. Prepayments and holds carry over as is.

Triumph bank accounts migrate as GL Accounts flagged as Cash Account type in Acumatica, with the bank account number stored in the GL Account's Reference field. Bank reconciliation history (statement date, ending balance) is preserved in a migrated Statement record if the data is extractable from Triumph's export.

Triumph trial balance totals per account become opening GL entries in Acumatica with a designated Opening Balance date. FlitStack posts a summary journal entry per account, debits and credits cross-cast from Triumph's balance file, so the Acumatica trial balance matches Triumph's last-day-of-period closing figures.

Applied and unapplied payments from Triumph migrate as Cash Entry records in Acumatica linked to the matching AR or AP invoice by reference number. Unapplied cash (customer or vendor overpayment) lands as a standalone payment record. Batch references and payment method codes transfer as-is.

Triumph contact names attached to customers and vendors become Contact records nested under the corresponding Customer or Vendor in Acumatica. Email, phone, and role fields map to the Contact's Email, Phone, and Job Title fields respectively. Multiple contacts per account all migrate.

Any Triumph custom fields on Customers, Vendors, or Inventory items become Custom Fields on the equivalent Acumatica entity (e.g., a 'Credit Limit Override' field on a Triumph customer becomes a custom field on the Customer DAC). The custom field is created in Acumatica before migration; its value is written at insert time.

Triumph tax codes (GST, including-NZ, exempt) map to Acumatica Tax Categories and Tax Zones. Each customer location is assigned a Tax Zone; line items reference Tax Categories that link to the applicable rate. We validate the mapped tax amounts against Triumph's tax-subjected totals during reconciliation.