Migrate your CE Manager data

Users are the core employee records in CE Manager. The HR Export - Employees report generates a CSV matching the Employee User Import tool format, making bulk export and re-import straightforward. We extract all user fields including role assignments and organizational affiliations.

Licenses represent a user's professional license in a specific jurisdiction. Each License tracks compliance status, due dates, renewal dates, and credits needed. We preserve all license records including prior-period compliance flags and the jurisdiction name.

Courses are the CE training units offered or attended. Each Course carries credit amounts, format type, provider, and practice-area tags. We extract full course definitions including any custom fields before migrating to the destination system.

Attendance records link a User to a Course and record the credits earned. When the destination system uses a different relationship model (e.g., Enrollment objects), we map the attendance data into the target's equivalent object and preserve the credit value per record.

Compliance is a computed state per License, not a standalone object. It aggregates credits earned against credits needed for a reporting period. We reconstruct the compliance picture from License and Attendance data during migration rather than trying to export a Compliance record directly.

LearningTracks group multiple Courses into a curriculum path. Where the destination HRMS does not support LearningTracks natively, we flatten the track into individual Course enrollments and preserve the track assignment as a custom property on each enrollment.

Providers are the entities that deliver CE courses. Each Provider may be associated with multiple courses and may carry state-specific accreditation. We export Provider records with their accreditation metadata intact.

PracticeAreas tag courses and sometimes user preferences to a legal, accounting, or clinical specialty. We preserve practice-area tags as custom fields on course and user records when the destination does not have a native PracticeArea object.

Affiliations link Users to Firms, Departments, or Offices. When the destination HRMS uses a different organizational hierarchy model, we map the affiliation structure to match the target's org-unit model.

Schedules define when and where a Course is offered. We export Schedule records including date, time, timezone, and location fields so that enrollment calendars can be rebuilt in the destination system.

CE Manager allows firms to define custom system tables beyond the standard objects. We discover any custom tables during scoping, extract their schema and data, and map them to the destination's custom object model. This requires explicit schema discovery since custom objects vary by firm.

Course materials are associated files or documents. We export available Material records and their links to Courses. Binary file migration is handled separately from record migration, with material URLs preserved where accessible.