Certinia to SYSPRO Migration

Q: Which Certinia records don't map directly to SYSPRO and what happens to them?

Nine of the fourteen entity mappings require workarounds rather than direct transfers. Contacts must be split into customer contacts and supplier contacts before import; Opportunities are loosely converted to Quotations because the data structures differ significantly; Product2 records only map cleanly if they are inventory-type products, so service or non-stock items need a separate handling decision; and approved Expenses are converted into AP Invoice entries rather than landing in a dedicated expense object. During scoping we document each workaround explicitly so your team knows exactly what arrives in SYSPRO and in what form.

Q: How do supplier accounts get handled when Certinia Account records migrate to SYSPRO?

In Certinia a single Account object can represent both customers and suppliers, but SYSPRO separates these into Customers and Suppliers. ClonePartner applies a field-level classification step during extraction to route each Account to the correct SYSPRO target; accounts that carry both customer and supplier roles require a mapping decision from your finance team before migration runs, because a single source record cannot land in two SYSPRO entities simultaneously.

Q: What API prerequisites do we need on the Certinia side before migration can start?

Because Certinia runs entirely on the Salesforce platform, all extraction uses Salesforce REST, SOAP, or Bulk API 2.0; there is no standalone Certinia API. Your org must have API access enabled, active Certinia licenses so the managed-package namespaces (fferpcore__, ffbc__, ffap__, pse__) are readable, and sufficient daily API call quota for the data volume involved. For large datasets we use Bulk API 2.0 to stay within Salesforce governor limits, and we recommend running the full extraction against a sandbox first because production orgs enforce stricter concurrency limits.

Q: Do posted journals and invoices in Certinia need to be unposted before you can extract them?

Posted or finalized financial records in Certinia are often marked read-only at the Salesforce record level, which can block extraction or trigger unintended Apex validation rules during any write-back step. For a read-only extraction those records can usually be pulled without modification, but if any remediation or re-export is needed during the migration your team may need to unpost specific records first. On the SYSPRO side, GL posting triggers and revenue-recognition logic can fire on import of Journal Entries and AR/AP Invoices, so your SYSPRO administrator should review and temporarily suppress relevant business rules before the load runs.

Q: What has to be set up manually in SYSPRO before the migrated data will import cleanly?

SYSPRO's e.net business objects enforce prerequisite records: GL accounts, warehouses, tax codes, and currency definitions must exist in the target company database before dependent transactions such as AR Invoices, AP Invoices, or GL Journal Entries can be loaded. Tax Codes and General Ledger Accounts have direct mappings and should be migrated first in the sequence; Accounting Currency definitions also map directly, but exchange-rate history requires a separate step. If any of these foundation records are missing, the XML payloads submitted to the relevant business objects (for example ARSSCS for AR customers) will be rejected at the XSD validation layer.

Q: Will Certinia's multi-currency setup cause problems when the data lands in SYSPRO?

Certinia's AccountingCurrency object maps to SYSPRO Currency Rates, but only the currency definitions transfer directly; historical exchange rates require a separate extraction and mapping step because the data structures differ. If your Certinia environment uses multi-company configuration, SYSPRO stores each company in its own SQL Server database, so currency and intercompany relationships must be re-established company by company during the load sequence. Any currency conversion already baked into posted transaction values will transfer as-is, but your finance team should verify that rate tables in SYSPRO match your reporting requirements before running period-end processes.

CUSTOM MIGRATION

Fully customizable engineer-led migration

Tailor your migration from Certinia to SYSPRO exactly to your needs with our flexible customization options. Our experts will configure the perfect migration plan for your business.

Migration Filters

Data Types

MIGRATION TIMELINE

Your Certinia to SYSPRO migration, step by step

See how long your migration will take from start to finish. Drag the slider to estimate based on your data volume.

How many records are you migrating?

<10K 50K 100K 250K 500K 1M 2M 5M 10M+

Checklist ~3 days

Sample 1 day

Review ~2 days

Full 2 days

Delta 1 day

Your team ClonePartner

Estimated total

~9 business days

Migration Checklist

1 day · ClonePartner ~2 days · Your team

We prepare the optimal data mapping as a shareable spreadsheet. Your team reviews, approves, and adds any customizations.

Sample Migration

1 day · ClonePartner

We run a test migration with a representative sample of your data to verify mapping accuracy and identify any potential issues before the full run.

Review & Approve

~2 days · Your team

Your team reviews the sample migration results, confirms data accuracy and mapping, and gives the go-ahead for the full migration.

Full Migration

2 days · ClonePartner

We execute the complete migration of all your data to your new SYSPRO, with real-time progress tracking and comprehensive logging.

Delta Migration

1 day · ClonePartner

We capture and transfer any new data that was added or updated during the main migration to ensure no data is lost. This final sync keeps everything current.

Feature / Criteria	ClonePartner	Automated Tools	CSV Import	In-house migration
Custom Scripting for complex data	✓ Engineers build & maintain	✗ No	⚠ Manual	✓ Yes – but costly
Sandbox & Pilot Migrations	✓ Full sandbox + pilot plans	⚠ Limited	✗ No	⚠ Often Informal
Manual validation & reconciliation	✓ Automated + manual QA	✗ No	✓ Yes (Manual)	✓ Heavy manual effort
Backup & rollback plan	✓ Robust procedures	✗ No	✗ No	⚠ Often incomplete
Handles automation and integrations	✓ Full support	⚠ Partial	✗ No	⚠ Possible but fragmented
Post-migration engineer support	✓ Dedicated engineers	✗ No	✗ No	⚠ Limited close support
Adaptable to API changes	✓ Proactive adaptation	✗ No	⚠ Manual fixes	⚠ Slower response
Turnaround / close predictability	✓ Predictable close timelines	⚠ Fast but brittle	⚠ Slow and manual	⚠ Often slower
Data Security & Compliance	✓ High – enterprise grade	⚠ Medium (depends)	⚠ Low (manual)	⚠ Hidden gaps common
Pricing predictability	✓ Transparent & fixed	⚠ Low (per-job)	⚠ Low (manual hours)	⚠ High/variable OPEX
End-to-end project management	✓ Full E2E delivery & PM	✗ No	✗ No	⚠ Often partial
Business impact & opportunity cost	✓ No diversion of staff	✗ No	✗ No	⚠ Diverts engineering

What does an Engineer-led migration mean anyway?

Speed & Accuracy: Our Blended Method

We blend automation (smart scripts, bulk APIs) with human expertise for speed without risk. Our engineers manually check every mapping, validation, and exception.

You get:

Speed of automation for bulk record migration
Precision of engineers verifying integrity and business logic
Pilot migrations and sandbox testing to catch issues early
Real-time validation reports and rollback readiness

Result: 50x faster migrations than manual imports — with near-zero error rates.

Handling the Tricky Tech and API Details

The Certinia and SYSPRO APIs each behave differently, which is where our engineers shine. We build custom logic to handle the data quirks where generic tools typically break.

We handcraft API logic for:

Field mapping and transformation
Pagination, rate-limit handling, and throttling
Preserving GL history, journal entries, and transaction records
Syncing custom fields, modules, and chart of accounts without breaking structure

Our scripts: Natively retry failed calls, re-queue large attachments, and ensure data parity.

No Guesswork

We don't just promise smooth migrations—we measure and prove them. Every client receives a Migration Validation Report with all metrics.

Typical results across projects:

100% record-count parity between your Certinia data and SYSPRO
Zero downtime during staged cutovers
99.9% attachment integrity (verified via checksum)
Full automation and preservation of all business rules

Our standard: Includes full audit-trail and reconciliation preservation and 30 days of engineer-assigned support post go-live.

We Adapt to Your Setup (Not the Other Way Around)

No two teams configure Certinia or SYSPRO exactly the same way—with unique modules and data. We customize every migration script to fit your exact workflow, modules, and chart of accounts.

Our engineers adapt for:

Custom fields, modules, and workflows
Multi-entity or multi-company setups
Historical imports and partial (date-based) migrations
Integration re-mapping for banking, payroll, or reporting tools

The promise: If your data doesn't fit a standard template, we build one just for you.

FAQ

Frequently Asked Questions

Everything you need to know about migrating from Certinia to SYSPRO. Can't find what you're looking for? Talk to our team.

Certinia → SYSPRO 6 Before you start 2 Data & mapping 2 Timeline & downtime 3 Security & access 1 Pricing 1 After go-live 5

Still have questions?

Book a free 30-minute consultation with our team.

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Certinia → SYSPRO

6 questions

Which Certinia records don't map directly to SYSPRO and what happens to them?

Nine of the fourteen entity mappings require workarounds rather than direct transfers. Contacts must be split into customer contacts and supplier contacts before import; Opportunities are loosely converted to Quotations because the data structures differ significantly; Product2 records only map cleanly if they are inventory-type products, so service or non-stock items need a separate handling decision; and approved Expenses are converted into AP Invoice entries rather than landing in a dedicated expense object. During scoping we document each workaround explicitly so your team knows exactly what arrives in SYSPRO and in what form.

How do supplier accounts get handled when Certinia Account records migrate to SYSPRO?

In Certinia a single Account object can represent both customers and suppliers, but SYSPRO separates these into Customers and Suppliers. ClonePartner applies a field-level classification step during extraction to route each Account to the correct SYSPRO target; accounts that carry both customer and supplier roles require a mapping decision from your finance team before migration runs, because a single source record cannot land in two SYSPRO entities simultaneously.

What API prerequisites do we need on the Certinia side before migration can start?

Because Certinia runs entirely on the Salesforce platform, all extraction uses Salesforce REST, SOAP, or Bulk API 2.0; there is no standalone Certinia API. Your org must have API access enabled, active Certinia licenses so the managed-package namespaces (fferpcore__, ffbc__, ffap__, pse__) are readable, and sufficient daily API call quota for the data volume involved. For large datasets we use Bulk API 2.0 to stay within Salesforce governor limits, and we recommend running the full extraction against a sandbox first because production orgs enforce stricter concurrency limits.

Do posted journals and invoices in Certinia need to be unposted before you can extract them?

Posted or finalized financial records in Certinia are often marked read-only at the Salesforce record level, which can block extraction or trigger unintended Apex validation rules during any write-back step. For a read-only extraction those records can usually be pulled without modification, but if any remediation or re-export is needed during the migration your team may need to unpost specific records first. On the SYSPRO side, GL posting triggers and revenue-recognition logic can fire on import of Journal Entries and AR/AP Invoices, so your SYSPRO administrator should review and temporarily suppress relevant business rules before the load runs.

What has to be set up manually in SYSPRO before the migrated data will import cleanly?

SYSPRO's e.net business objects enforce prerequisite records: GL accounts, warehouses, tax codes, and currency definitions must exist in the target company database before dependent transactions such as AR Invoices, AP Invoices, or GL Journal Entries can be loaded. Tax Codes and General Ledger Accounts have direct mappings and should be migrated first in the sequence; Accounting Currency definitions also map directly, but exchange-rate history requires a separate step. If any of these foundation records are missing, the XML payloads submitted to the relevant business objects (for example ARSSCS for AR customers) will be rejected at the XSD validation layer.

Will Certinia's multi-currency setup cause problems when the data lands in SYSPRO?

Certinia's AccountingCurrency object maps to SYSPRO Currency Rates, but only the currency definitions transfer directly; historical exchange rates require a separate extraction and mapping step because the data structures differ. If your Certinia environment uses multi-company configuration, SYSPRO stores each company in its own SQL Server database, so currency and intercompany relationships must be re-established company by company during the load sequence. Any currency conversion already baked into posted transaction values will transfer as-is, but your finance team should verify that rate tables in SYSPRO match your reporting requirements before running period-end processes.

Before you start

2 questions

Do I need professional help for this migration?

While simple migrations can sometimes be handled in-house, professional help ensures zero data loss, proper field mapping, and preservation of relationships between records. Our engineer-led approach catches edge cases that automated tools miss.

Does ClonePartner provide guidance before committing?

Yes. We provide a free consultation and assessment. We'll review your data structure, discuss your requirements, and provide a detailed migration plan and fixed-price quote before you commit to anything.

Data & mapping

2 questions

Will original document numbers, created dates and user references be preserved?

Yes — we carry them across. Where SYSPRO cannot store one of them natively, it is kept in a custom field or reference on the migrated record, so every record can be traced back to Certinia.

If the new system can't natively support an old record type, what are my options?

We handle it case by case: map it to the closest native object, create a custom field or object, fold it into the parent record as text or an internal note, attach it as a file, or keep it in a read-only archive. You see how your chosen approach looks in a sample migration before we run the full set.

Timeline & downtime

3 questions

How long does the Certinia to SYSPRO migration take?

Most migrations complete within 1–5 business days, depending on data volume and complexity. We provide a detailed timeline after the initial assessment and can often complete small migrations in under 24 hours.

Will my team lose access to Certinia during the migration?

No. Certinia stays fully operational while we run the bulk load in the background. The only pause is a short freeze before go-live, so the final delta of changed records can be applied and reconciled.

Will there be downtime when migrating from Certinia to SYSPRO?

Very little. The bulk load runs in the days before go-live while Certinia stays live. We go live on a Monday, never a Friday: Certinia freezes before the working day starts, and the final delta covers changed records only, which typically takes about 30 minutes.

Security & access

1 question

Can we whitelist a single IP instead of opening our network to your migration tool?

Yes — all migration traffic runs through a centralized system using one fixed IP, which your IT team can whitelist instead of opening broader network access.

Pricing

1 question

Is migration pricing a flat fee, or does it scale with data volume?

It's a flat fee based on the scope estimate you give us — small variances in actual volume (a bit more or less) don't change the price.

After go-live

5 questions

How do I validate that everything migrated correctly?

Every client receives a Migration Validation Report with comprehensive metrics including record-count parity, attachment integrity verification via checksum, and full audit logs. We also offer unlimited sample migrations so you can verify before committing.

What support do you provide after the migration goes live?

At ClonePartner, we consider ourselves your partners in this journey. We take full accountability for your migration's success. Once your migration goes live, we provide 30 days of comprehensive post-migration support. During this period, we will assist with everything needed to ensure your transition is a complete success.

Will we get a migration report and a mapping sheet linking old record IDs to new ones?

Yes. We provide a comprehensive migration report along with an ID-mapping sheet that links each Certinia record — customers, suppliers, items, orders and invoices — to its new ID in SYSPRO. This ensures full traceability and simplifies post-migration verification.

After migration, do I contact ClonePartner or the platform's own support if something looks wrong?

ClonePartner is the contact for anything about the migrated data itself. Platform-level behavior — posting setup, approval workflows, and similar configuration — is handled by SYSPRO's own support or your implementation partner.

Will we get a report showing exactly what migrated versus what didn't?

Yes. You get a final reconciliation report comparing source and target counts for every object.

Migrate from Certinia to SYSPRO with precision & ease

Intelligent Human-Verified Data Mapping

Real migration stories

Fully customizable engineer-led migration

Your timeline. Our engineers.

Your Certinia to SYSPRO migration, step by step

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