Migrate from CE Manager to Crelate

CE Manager User records map to Crelate Contact. We use email address as the dedupe key and prefer the User record with the most recent compliance activity when duplicates arise from CE Manager's title-merging behavior. User first_name, last_name, email, phone, and title migrate to the equivalent Crelate Contact fields. Active/inactive status in CE Manager maps to the Crelate Contact isActive flag.

CE Manager License records have no Crelate native equivalent. We create custom fields on Crelate Contact for each active License: jurisdiction (State), license_type, license_number, renewal_date, credits_needed, and a compliance_status derived from the computed License-Attendance aggregation. For firms with multi-state licenses, we create one License custom field group per jurisdiction to avoid picklist overflow.

CE Manager Compliance is a computed state, not a stored record. We reconstruct it by pulling all License records and their associated Attendance records, summing credits earned per reporting period, and comparing against the jurisdiction's required credit threshold. The resulting compliance status (compliant, partial, lapsed) and credit totals write to custom fields on the Crelate Contact record. We preserve the reporting_period as a separate field for jurisdiction-ready audit documentation.

CE Manager Courses represent CE training units and have no direct Crelate equivalent. For firms that want to retain Course definitions in Crelate (for reference or internal training tracking), we map them to a custom Course object with fields for course_name, provider, credit_amount, practice_area, and format_type. Firms that do not need this retainment can skip Course migration entirely.

CE Manager Attendance records link a User to a Course and record credits earned. We map these to Crelate Activity records (Task type) on the Contact timeline, with the Course name in the Activity subject, credits_earned as a custom field, and ActivityDate set to the original Attendance completion date. Attendance status (completed, partial, in-progress) maps to a custom picklist.

CE Manager LearningTracks group multiple Courses into a curriculum path. Crelate has no native LearningTrack equivalent. We flatten LearningTracks into individual Course attendance records (see Attendance mapping) and preserve the original track name, sequence order, and track completion status as custom fields on the Contact. Firms that rely on LearningTracks for compliance certification may need to document the track structure separately.

CE Manager Providers deliver CE courses and carry state-specific accreditation. We map Providers to a custom Provider object in Crelate with fields for provider_name, accreditation_body, accreditation_number, and associated state jurisdictions. The Provider custom object is created before any Course migration so that the Course-to-Provider lookup is satisfied at import time.

CE Manager PracticeAreas tag Courses and sometimes User preferences to a legal, accounting, or clinical specialty. We map PracticeArea values to a custom picklist on the Crelate Contact (practice_area__c) for firms that track professional specialization. Where multiple PracticeAreas apply per User, we use a multi-select picklist or create related Custom Object records.

CE Manager Affiliations link Users to Firms, Departments, or Offices. Crelate uses Contacts linked to Companies for organizational hierarchy. We map Affiliation.firm to Crelate Company, Affiliation.department to a custom field on Contact (department__c), and Affiliation.office to Company Address records. Where CE Manager uses a multi-level hierarchy (Firm > Department > Office), we create a corresponding Company-Contact-Address structure in Crelate.

CE Manager Schedules define when and where a Course is offered. For firms retaining Course data in Crelate, we map Schedules to Crelate Activity records of type Event with StartDateTime, EndDateTime, Location, and timezone. If the Course custom object is not migrated, Schedules are documented in a separate output file for the customer's admin to reference when scheduling internal training in Crelate.

CE Manager Custom Firm System Tables have no publicly documented schema, so we run explicit API-based schema discovery during scoping before extraction. We enumerate all custom tables, their fields, and their relationships, then map them to Crelate Custom Objects using equivalent field types. Any lookup relationships in the CE Manager custom tables are resolved to the mapped Crelate object equivalents (Contact, Company, or other custom objects). This step is required to avoid silent omission of firm-specific extended data.

CE Manager Materials are associated files and documents linked to Courses. We export available Material records and their file URLs as a separate file inventory. Binary file migration is handled outside the record migration scope, with material URLs preserved in the output file so that the customer's admin can re-link files in Crelate's document management or attach them to the corresponding custom Course object after migration.