Migrate your Tyler Enterprise ERP for Schools data

Chart of Accounts in Munis follows government fund-accounting conventions with fund-type codes (governmental, proprietary, fiduciary). Tyler stores account codes as structured strings (e.g., fund-org-object-project). We preserve the full account hierarchy including zero-balanced accounts used only for reporting rollups.

Vendor records include name, address, 1099 classification, W-9 status, and payment terms. Tyler assigns a numeric vendor ID. We map vendor IDs and merge duplicate vendors detected by EIN or name similarity before loading into the destination system.

Accounts Payable invoices in Munis carry vendor ID, invoice number, invoice date, payment terms, GL distribution lines, and approval status. We flag any invoice with a mismatched account code (deleted from chart of accounts) before loading to prevent import rejections.

General Billing and student account receivable invoices in Tyler include customer ID, invoice number, amount, and GL distribution. We match AR customer IDs to employee or parent contact records using a cross-reference table built during the discovery phase.

Journal entries carry date, description, debit/credit line amounts, and multi-fund split distributions. Tyler enforces balanced-entry validation. We export all journal entries including reversing and recurring entries, preserving the batch header to replay audit sequences in the destination system.

Budget records span fiscal years and include appropriation amounts, amendments, and encumbrance carryforwards. Tyler stores budget versions as separate records with status flags (draft, approved). We map budget amounts to the destination system's fiscal-year budget object and flag any line-item budget codes that lack a corresponding account in the live chart.

Employee records in Tyler include personal data, job title, FTE, compensation, benefits enrollment, union affiliation, and hire/termination dates. Effective-dated compensation history is stored across multiple rows. We flatten the compensation timeline into current-year and prior-year snapshots based on the migration scope date, preserving union dues and pension contribution rates separately.

Payroll batches in Munis link to employee records, pay period dates, deduction codes, and GL distribution. Tyler separates time entry from payroll into distinct modules with a workflow between them. We flag any payroll batch where the upstream time entry batch is missing or incomplete, as this results in a $0 net-pay record that silently drops from a standard import.

Time entries in Tyler's Time and Attendance module include employee ID, date, hours worked, pay type, and approval status. Advanced Scheduling stores shift assignments separately. We export both as linked records and flag any time entry whose employee ID is absent from the employee cross-reference table.

Position Control records define FTE allocations, position budget amounts, and the link between a funded position and its incumbent employee. Tyler stores position records as distinct from employee records. We map each position to its GL account and flag any position with a budget amount that does not match the corresponding budget entry line.

Purchase Orders carry vendor ID, line items with quantities and unit costs, GL distribution per line, approval workflow status, and encumbrance flags. We export open POs with their encumbrance balances and flag any PO whose vendor ID cannot be resolved from the vendor cross-reference table.

Student Activity Fund accounting in Tyler is a separate module from the General Ledger with its own fund codes and approval workflows. We export activity fund balances as standalone GL journal entries and flag any fund whose parent account code is not present in the main chart of accounts.

Tax codes in Tyler's Revenue Management module handle Real Estate Tax, Personal Property Tax, and Motor Vehicle Excise Tax with rate tables and exemption schedules. We export the full tax code table including effective dates and carryforward rules for multi-year rate schedules.

Grant records in Tyler include grantor name, award number, award period, funding amount, and budget allocation by GL account. We export grant awards with their associated budget lines and flag any grant whose award period crosses a fiscal year boundary, as the expenditure carryforward treatment varies by destination system.

Tyler stores document attachments (scanned invoices, contracts, employee documents) as binary blobs with metadata in a separate document management subsystem. The document store is not accessible via the standard Open API Toolkit. We export document metadata (filename, type, date, parent object ID) but not the binary payload in a standard migration. Binary document extraction requires a separate Tyler Professional Services engagement.