Migrate from Tyler Enterprise ERP for Schools to Acumatica

Tyler fund codes become Acumatica Subaccounts. Each fund's identifier is preserved as the Subaccount segment value, and we create a mapping table linking Tyler fund IDs to Acumatica Subaccount IDs for reference. If Tyler uses multi-segment fund codes (e.g., FUND-ORG-FUNC), we split them into separate Subaccount segments, then configure those segments in Acumatica's Subaccount segment definition screen. Before import, we validate that no duplicate Subaccount values will result.

Tyler account codes map directly to Acumatica Account numbers. Tyler account descriptions carry into Acumatica's Account description field. If Tyler's account code structure uses more than one segment, we map the primary account segment to Acumatica's Account code and configure secondary segments as Subaccounts.

Tyler vendor records map 1:1 to Acumatica Vendors. Fields including vendor name, address, 1099 flag, payment terms, and vendor type transfer directly, along with primary contact information and default bank account details if present. Tyler's vendor ID is preserved in a custom field (UsrSourceVendorID) for traceability, allowing cross-referencing between systems after migration. Any inactive vendors in Tyler are imported as inactive in Acumatica to maintain historical integrity.

Tyler employee records map to Acumatica Employees with fields for name, SSN (hashed for security), hire date, department, job title, pay group, and employment status. Additional attributes such as emergency contacts, direct deposit bank information, and deductions are also transferred where present. Tyler ESS credentials and self‑service portal settings do not transfer; each employee must be provisioned in Acumatica and may require manual setup of payroll deduction configurations.

Open Tyler POs migrate as Open Acumatica POs with line items, quantities, unit costs, and Subaccount assignments from Tyler's fund + object code. Closed POs migrate as history. Tyler's PO approval routing does not transfer — open POs in approval workflow land as Draft in Acumatica for re-approval.

Tyler AP invoices map to Acumatica Bills. Line items carry vendor description, quantity, unit cost, and Subaccount (from Tyler's fund-account-object). Prepaids and credit memos map to Acumatica Payments and Credit Adjustments respectively. Tyler invoice approval history is preserved as a note on the Bill record.

Tyler journal entries map to Acumatica Journal Transactions with debit and credit lines, account, subaccount (from Tyler's fund), and entry description. Batch numbering from Tyler carries forward as Batch ID in Acumatica. Recurring journal templates do not transfer — they require rebuild in Acumatica's Recurring Schedules.

Tyler annual budgets and amendments are loaded into a dedicated Budget Ledger in Acumatica using budget-amount journal entries keyed by Account and Subaccount. Amendment type (supplemental, revision, reduction) is captured as a reference field on each budget entry. The budget ledger is separate from the actuals ledger — Acumatica's Budget vs. Actual report then drives the comparison.

Each Tyler student activity fund maps to an Acumatica Project. The Project ID derives from Tyler's fund code; the Project name derives from Tyler's fund description. Within each Project, separate tasks represent activity types (club accounts, class accounts). School-level bank accounts are noted in the Project description field for reference.

Tyler grant awards map to Acumatica Projects with attributes: award number stored in UsrAwardNumber (custom field), CFDA code in UsrCFDA (custom field), funding source in Description. Each grant's cost objects (fund-account combinations) become Project Tasks in Acumatica, preserving expenditure tracking by task.

Open Tyler purchase requisitions migrate as Acumatica Requisitions with line items, quantities, estimated costs, and Subaccount assignments. Requester information, priority flags, and any attached documents are transferred to the requisition notes or files for reference. Tyler's requisition approval workflow does not transfer; open requisitions land as Pending status in Acumatica's Requisition Approval screen and must be rebuilt using Acumatica's workflow designer to reflect district routing rules.

Tyler bank reconciliation records map to Acumatica Cash Management bank statements, carrying over the statement date, ending balance, and cleared transaction lines. Each cleared transaction is marked with the cleared date in Acumatica, and any outstanding items remain as pending. Tyler's bank account numbers become Acumatica Cash Account identifiers in the Chart of Accounts, and any reference numbers are stored in the Cash Account's description field for audit trail.

Tyler payroll register data and historical earnings records migrate as a custom data set linked to Acumatica Employees. Acumatica's native payroll module (if used) will not auto-populate from Tyler's history — payroll carryforward must be entered manually or via a supplemental earnings import. W-2 history is preserved as document attachments.