Migrate from WP ERP to Acumatica

WP ERP CRM contacts map to Acumatica Customers with CustomerClass scoping. We populate CustomerName from the contact's display name and email as the Default Email. If the WP ERP contact has an associated company, we link via Customer.SameAsMainContact or create a separate contact record under the customer.

WP ERP companies map to the OrganizationName on an Acumatica Customer record. Acumatica treats companies as organizational parents of contacts; we set the CompanyName field on the Customer and link the WP ERP contact as the primary contact. Industry codes from WP ERP become CustomerClass entries.

WP ERP deal titles, amounts, stages, and close dates load into Acumatica Opportunities linked to the mapped Customer. Deal probability maps to the stage probability on the Opportunity record. If the deal has an owner, we resolve by email against Acumatica Users and set Opportunity.Owner.

WP ERP pipeline stage names (e.g., Won, Lost, Negotiation) map value-by-value to Acumatica Opportunity Stages. We create the Acumatica stage values in the CRM Setup screen before migration if they don't already exist. Stage-entered timestamps are preserved in a custom datetime field.

WP ERP employees split into two Acumatica destinations based on their HRM employment status. Active employees who need to log into Acumatica become Users and are linked to a Customer record. Former employees or contractors without system access land as Contacts with employment status preserved in a custom field.

WP ERP departments have no Acumatica native equivalent. We create a Department__c custom field on the Customer/Contact object and populate it with the WP ERP department name. For multi-branch Acumatica setups, departments can alternatively map to Branches, though this requires Acumatica admin configuration.

WP ERP pay grades and job titles from the HRM setup screens migrate as custom pick-list fields on the Customer record (for employee records in Acumatica CRM). We create PayGrade__c and JobTitle__c fields and populate them from the employee's wp_erp_hr_employee record.

WP ERP accounting module account codes and names load directly into Acumatica GL Accounts. We map AccountCode to AccountCD and AccountName to Description. Subaccount segments in Acumatica (configured in CO205000) require setup if WP ERP uses multi-segment account codes. During extraction we read wp_erp_acct_chart_of_accounts and transform any hierarchical structures into flat GL accounts, preserving original account IDs and active status.

WP ERP invoices become Acumatica AR Invoices. Invoice number maps to ReferenceNbr, total amount to CuryOrigDocAmt, and the invoice date to DocDate. The linked customer is resolved from the WP ERP invoice's customer association. Line items load into ARTran with inventory item or description-only entries.

WP ERP accounting vendors map to Acumatica Vendors. VendorName and the primary email or address carry across. If WP ERP stores vendor records in its CRM module (shared contact types), we differentiate vendors from customers using the contact type field and route accordingly.

WP ERP CRM notes and activity records (calls, tasks, meetings) migrate to Acumatica Activities linked to the parent Customer or Opportunity. Original timestamps and assigned owners carry across. Activities without a parent record land in a general Activity list for manual re-assignment.

WP ERP Workflow extension rules (triggers on email, contact creation, deal stage change) have no Acumatica native equivalent. We export the rule definitions from wp_erp_workflow as JSON so your Acumatica admin can recreate them as Business Events and Action categories in the CRM preferences.

Custom fields built in WP ERP's Custom Field Builder store their values in wp_erp_custom_fields_meta with serialized PHP data. We deserialize and map each custom field to an Acumatica custom field on the appropriate entity (Contact, Customer, Employee, etc.). Field types are translated: text to string, number to integer/decimal, pick-list to Acumatica combo field.

If WP ERP has the WooCommerce integration active and orders are stored, they map to Acumatica Sales Orders. Order number becomes the Acumatica order's CustomerOrderNbr field. Line items map to SOLine with inventory items resolved by SKU. The WooCommerce order total reconciles against the Acumatica order total.