Migrate from Mercu to Crelate

Mercu employee profiles map to Crelate Contact records. The Mercu employee ID becomes a custom Crelate field mercu_employee_id__c for audit and cross-reference. Academic title, employment status, national ID (NIK for Indonesian employees), and tax number map to Crelate custom text fields created during schema setup. Name, email, phone, and address fields migrate directly using Crelate's standard Contact field API names.

Mercu departments map to Crelate Company records representing organizational units (faculties, divisions, administrative offices). Department name becomes Company name, department code becomes a custom field mercu_dept_code__c, and headcount metadata migrates to custom fields. This mapping supports activity logging against departments as Company records rather than flat lookup tables.

Mercu employment contracts (contract type, start date, end date, salary grade, renewal status) map to a Crelate Custom Object named Employment_Contract__c linked to the Contact record via a lookup field. The contract PDF or scanned document migrates as a ContentDocument attached to the Employment_Contract__c record via ContentDocumentLink. Contract type (permanent, temporary, honorary) becomes a picklist field on the Custom Object.

Mercu leave balance records (annual leave, sick leave, academic leave) map to a Crelate Custom Object named Leave_Balance__c linked to the Contact. Fields include leave_type (picklist), year (integer), balance_days (decimal), used_days (decimal), and carried_forward (decimal). We migrate the most recent three years of leave history to avoid inflating the Crelate data volume while preserving sufficient audit trail.

Mercu position titles (Dosen Tetap, Dosen Tamu, Staff Administrasi, etc.) map to a Crelate custom picklist field mercu_position_type__c on Contact. The position description field migrates to a custom long-text field mercu_position_desc__c. This approach avoids creating a separate Custom Object and keeps position data directly on the Contact record for reporting.

Mercu salary grade and step information migrates to a Crelate custom field mercu_salary_grade__c (text). Annual salary may optionally map to mercu_annual_salary__c (currency) if disclosed and if the university's data governance policy permits storing compensation data in Crelate. We flag this field for the university's data steward to confirm before import.

Mercu academic credential fields (highest degree, institution, field of study) migrate to Crelate custom text fields mercu_highest_degree__c and mercu_degree_institution__c on Contact. This is a configuration mapping rather than a separate object because credentials are an attribute of the employee Contact rather than a standalone entity.

Mercu emergency contact records map to a Crelate Custom Object named Emergency_Contact__c linked to the primary Contact. Fields include emergency_contact_name, emergency_contact_phone, emergency_contact_relationship (picklist). We store the emergency contact as a separate object rather than flattening it into Contact fields because Crelate's standard Contact model does not have a native emergency contact section.

Mercu bank account information (bank name, account number) migrates to Crelate custom fields mercu_bank_name__c and mercu_bank_account__c on Contact with encrypted field type where Crelate supports it. This field is flagged as sensitive PII requiring the university's confirmation of data handling policy before import, and we recommend the university's IT team review Crelate's data encryption posture for banking data.

Mercu document attachments (contract PDFs, ID scans, academic certificates) migrate to Salesforce-style ContentDocument records with ContentDocumentLink associations to the parent Contact record. We batch document uploads separately from record data to avoid timeout errors, using Crelate's API attachment endpoint with file chunking for documents over 10 MB.

Mercu dependent records (spouse, children) map to a Crelate Custom Object named Dependent__c linked to the primary Contact. Fields include dependent_name, dependent_relationship (picklist), dependent_dob (date), and dependent_id_number (text). This supports HR reporting requirements for benefits administration that do not map to Crelate's standard Contact model.

Mercu training and certification records map to a Crelate Custom Object named Training_Record__c linked to Contact. Fields include training_name, training_provider, training_date, expiry_date, and certification_status. This supports academic staff development tracking that Crelate's native recruiting model does not cover and would otherwise be lost in migration.