Migrate your WP ERP data

WP ERP stores employee records in the erp_hr_employees table with relations to WordPress user IDs. We extract personal details, employment status, department, job title, hire date, and compensation history from erp_hr_employee_history. Effective-dated compensation rows are preserved as separate entries in the migration mapping.

Department records in erp_hr_departments are straightforward key-value structures with parent-child hierarchy. We migrate them as a top-down tree and reattach employees to the correct department ID on the destination side.

CRM contacts live in erp_crm_contacts with associated wp_user_id links. We extract all standard fields (name, email, phone, address, social profiles) plus the lifecycle stage and source attribution. Contact custom fields created via the Custom Field Builder extension are included in the field map.

Company records in erp_crm_companies are linked to contacts via erp_crm_contact_relations. We preserve the association mapping during migration and remap the company IDs to match the destination system's generated IDs.

Deals are available as a paid CRM extension ($9.49/mo). We extract deal title, value, currency, stage, owner, and pipeline association. Pipeline stages differ between source and destination CRMs, so we map the stage IDs explicitly during the import rather than relying on ordinal position.

Activities (calls, meetings, emails, tasks) are stored in erp_crm_activities with polymorphic type fields. We flatten them into a standard activity log structure. Notes attached to contacts or companies are migrated as activity records with the note type flag set.

Accounting chart of accounts records in erp_ac_chart_of_accounts include account code, name, type, and subtype. We preserve the full account structure including parent-child relationships for grouped accounts.

Accounting customers in erp_ac_customers link to CRM contacts via erp_crm_contacts.id. We resolve the cross-reference during migration so invoices land against the correct contact record on the destination system.

Vendor records in erp_ac_vendors are migrated with their billing address, company name, and contact email. Vendor-ledger entries are linked via the vendor_id foreign key.

Invoices in erp_ac_invoices include line items, tax codes, payment status, and due dates. We flag open invoices versus paid or voided invoices and map the invoice status to the destination system's equivalent. Historical paid invoices preserve the original transaction date.

Manual journal entries stored in erp_ac_journal_entries are migrated with debit/credit line items and the COA account mapping. Automated journal entries generated by the Payroll module are migrated as separate line item sets with a Payroll source tag.

Inventory is a paid extension. We extract item name, SKU, unit cost, current stock quantity, and reorder level. Stock movement history is migrated as a separate transaction log since most destination systems handle stock tracking differently.

Document Manager is a paid extension ($2.49/mo) that stores files in the WordPress media library or a custom uploads directory. We export file metadata and re-upload the actual binary files to the destination system alongside the document record.

Workflow automation rules created with the Workflow extension are stored as serialized PHP objects in wp_options. We extract the trigger-action pairs and map them to equivalent automation rules in the destination system where supported.