SYSPRO to Epicor Kinetic Migration

KEY CHALLENGES

What makes this migration complex

These are the architectural mismatches and technical hurdles specific to a SYSPRO to Epicor Kinetic migration.

Most Critical

No Native Migration Path

There is no supported direct transfer tool between SYSPRO and Epicor Kinetic, so custom ETL pipelines must map SYSPRO's module-prefixed schema to Epicor's entities.

Blocks all downstream imports if mapped wrong

Custom Field Plus Table Extraction

SYSPRO stores custom form data in supplemental plus tables (e.g., ArCustomer+) that are easily overlooked during extraction scoping and must be explicitly enumerated via INFORMATION_SCHEMA.TABLES before migration begins.

Load Through Epicor's Business Logic

Data loaded into Epicor Kinetic should pass Epicor's own validation, so loads go through its supported import tools rather than direct writes to the database, and every rejected record must be caught and fixed.

API Paging and Throughput

Bulk loads through an API need paging, backoff and retry logic, and the limits that apply depend on your Epicor release and hosting, so throughput must be measured during sample migrations.

BOM and Shop Floor Model Divergence

SYSPRO and Epicor Kinetic differ in how they hold BOM revisions, routings and WIP job state, requiring multi-step sequenced loads with referential integrity checks rather than simple table-to-table copies.

2026 Licensing Deadline Pressure

SYSPRO's existing licences expire on 31 October 2026 (outside the US) and 31 December 2026 (US), creating a hard deadline that compresses migration planning and increases the risk of rushed validation.

MIGRATION RISK ASSESSMENT

Every migration risk, already solved

Migration between platforms is full of edge cases. Our engineers have identified every risk from SYSPRO to Epicor Kinetic and built proven solutions for each one.

High complexity

Bills of Materials (BOMs)

BOM structures differ between SYSPRO and Epicor Kinetic in revision control and component sequencing, requiring custom transformation logic and multi-step sequenced loads with referential integrity checks at each level.

Solved
WIP / Production Jobs

Partially complete SYSPRO jobs carry material and labour already issued, and recreating that state in Epicor Kinetic needs explicit sequencing, so many teams close near-complete jobs in SYSPRO before cutover.

Solved
Custom Fields (Plus Tables)

SYSPRO custom form data stored in plus tables (e.g., ArCustomer+) is easily omitted from extraction scoping and has no automatic mapping to Epicor's user-defined fields, requiring manual discovery, mapping, and load configuration.

Solved

Custom engineering

Inventory / Parts Master

Part records from SYSPRO's InvMaster table require careful field-level mapping, and unit-of-measure and costing method differences can cause validation failures at load time.

Handled
Sales Orders

Open sales orders from SYSPRO's SorMaster and SorDetail tables need status mapping, and archived orders are not queryable through SORQRY, so history is extracted via direct SQL or SYSPRO's archive files.

Handled
Purchase Orders

Purchase orders from PorMasterHdr and PorMasterDetail need careful status mapping between SYSPRO and Epicor Kinetic, with open POs carrying more transformation risk than closed historical records.

Handled
Chart of Accounts

GL accounts in SYSPRO's GenMaster must be mapped to the chart of accounts finance designs in Epicor, and any misalignment will cascade into journal entry and reporting failures after go-live.

Handled
Historical Transactions

Historical AR/AP ledger entries and inventory transactions may need to be loaded as balances rather than full transactional detail, with the detail kept in an archive.

Handled

Clean transfer

Customers

Customer master data maps relatively cleanly from SYSPRO's ArCustomer table to Epicor customers, though plus table custom fields require additional mapping before the load.

Clean
Suppliers

Supplier records from ApSupplier follow a similar extraction and load pattern to customers, making them one of the lower-risk entities in the migration.

Clean

CUSTOM MIGRATION

Fully customizable engineer-led migration

Tailor your migration from SYSPRO to Epicor Kinetic 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 SYSPRO to Epicor Kinetic 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 Epicor Kinetic, 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 SYSPRO and Epicor Kinetic 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 SYSPRO data and Epicor Kinetic
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 SYSPRO or Epicor Kinetic 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 SYSPRO to Epicor Kinetic. Can't find what you're looking for? Talk to our team.

SYSPRO → Epicor Kinetic 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.

Contact our team

SYSPRO → Epicor Kinetic

6 questions

What happens to my SYSPRO Cash Book entries — do they migrate to Epicor Kinetic?

Cash Book in SYSPRO covers both payments and receipts, but Epicor Kinetic has no single equivalent entity; we map the cash receipts side to Payment (Cash Receipt) in Kinetic. Payment transactions that represent outflows or inter-bank transfers will need to be reviewed and posted manually in Kinetic after the migration, as there is no direct target record for that side of the ledger. Plan to reconcile your Cash Book balance in SYSPRO before cutover so your team knows exactly which transactions require manual handling on the Kinetic side.

Does ClonePartner need direct SQL access to our SYSPRO database, or can it work through the API layer?

We usually read SYSPRO directly from its SQL Server company database. That reaches every table, including the custom form plus tables such as [ArCustomer+]. Where direct SQL access is not possible, we use SYSPRO's read-only OData service, which SYSPRO describes as the only access mechanism in its Syspro Cloud ERP environment. Each SYSPRO company has its own database, so multi-company sites are extracted company by company, and we confirm the access route on the scoping call.

We have custom form fields in SYSPRO — will those come across to Epicor Kinetic's UD fields?

SYSPRO stores custom form data in separate plus tables named with a '+' suffix on the base table name (for example [ArCustomer+] for customer custom fields), so they are not returned by standard business object queries and require a dedicated extraction step. On the Kinetic side, User Defined (UD) field schemas vary per tenant and must be discovered dynamically against your specific instance before mapping can be finalised. We handle both the plus-table extraction and the UD schema discovery as part of the migration, but your team must create the UD field definitions in Kinetic before we can import values into them — that configuration step is outside the scope of data migration.

What has to be set up in Epicor Kinetic before the main data load can start?

Epicor Kinetic enforces server-side business logic validation, which means dependent records must exist before the records that reference them can be imported. Specifically, GL Accounts, Warehouses, and Tax Codes must be present in Kinetic before we can load Customers, Suppliers, Inventory Parts, or any transactional data that references them. For bulk initial loads we use Epicor's DMT (Data Migration Tool) where possible, as it is Epicor's recommended path for large datasets; the REST API is used for incremental sync and for record types DMT does not cover. We sequence the migration in the correct dependency order, but any Kinetic company structure, site configuration, and fiscal calendar must be configured by your implementation team before we begin.

Can historical posted transactions from SYSPRO — old GL journals, closed jobs, voided invoices — be migrated into Kinetic?

Historical posted data is one of the trickier areas in this migration. Posted history is usually loaded into Epicor Kinetic as opening balances or kept in an archive, rather than re-created as live transactions. In Epicor Kinetic, closed fiscal periods and posted GL entries are also read-only via the API, so historical GL Journal Entries can typically only land in Kinetic as beginning-balance summary entries rather than line-by-line history. For closed Jobs and voided invoices, Kinetic may require enabling specific BAQs or a direct database access arrangement with your Epicor partner to retrieve or receive that data — confirm with your Kinetic implementer which historical record types your business actually needs in the live system versus what can be retained in SYSPRO as an archive.

We run multiple SYSPRO companies — does ClonePartner migrate all of them in one pass?

Each SYSPRO company has its own SQL Server database, and Epicor Kinetic's multi-company setup requires company and plant context headers on every API call, so each company is migrated as a discrete, sequenced job rather than a single combined pass. The total timeline still falls within the standard 1–5 business day window for most migrations, depending on data volume and complexity across all companies, but we scope each company separately to account for differences in custom fields, entity volumes, and API rate limits. Confirm how many companies and sites are in scope on the scoping call so we can provide an accurate fixed price for the full set.

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 Epicor Kinetic 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 SYSPRO.

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 SYSPRO to Epicor Kinetic 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 SYSPRO during the migration?

No. SYSPRO 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 SYSPRO to Epicor Kinetic?

Very little. The bulk load runs in the days before go-live while SYSPRO stays live. We go live on a Monday, never a Friday: SYSPRO 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 SYSPRO record — customers, suppliers, items, orders and invoices — to its new ID in Epicor Kinetic. 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 Epicor Kinetic'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 SYSPRO to Epicor Kinetic with precision & ease

Why teams migrate from SYSPRO to Epicor Kinetic