Why Do Businesses Migrate from Infor to Epicor?
Organizations evaluate ERP migration when their operational requirements, reporting needs, or technology strategy change. The source Infor ERP environment may contain information spanning finance, purchasing, manufacturing, inventory, sales, and customer management. The target Epicor environment must support the business processes that will continue after the transition.
For a manufacturer, this may mean aligning production orders, material consumption, labor reporting, and inventory valuation with financial accounting. A distributor may prioritize purchasing, warehouse transactions, order fulfillment, and customer billing. Before migration begins, stakeholders should document the required workflows and define how success will be measured through operational continuity, data accuracy, and reliable financial reporting.
Review the capabilities of Epicor ERP and the relevant destination modules before deciding which functions and records to move. This assessment establishes the target data structure and clarifies which source processes will be retained, adjusted, or replaced.
What Data Should Be Included in the Migration?
Migration scope should reflect both daily operations and financial control requirements. Teams need to identify each dataset, its source, its destination, and the validation rules that will confirm a successful transfer. Source records should also be checked for duplicate identifiers, missing mandatory fields, inconsistent units of measure, and outdated master data.
- Financial records: Chart of accounts, general ledger balances, accounting dimensions, open receivables, and outstanding payables.
- Master data: Customer and supplier records, payment terms, product identifiers, units of measure, and warehouse details.
- Inventory and purchasing: Stock quantities, valuation data, open purchase orders, and supplier-related transactions.
- Manufacturing information: Bills of materials, routings, work centers, production orders, and work-in-progress records where applicable.
- Sales and service records: Open customer orders, pricing information, shipment details, and relevant service records.
- Historical information: Selected closed transactions and reports needed for audit trails, trend analysis, or statutory retention.
Not every historical record must necessarily be loaded into the live ERP. Organizations can define a retention approach that preserves access to historical information while keeping the active migration scope aligned with operational needs.
How Does the Infor to Epicor Migration Process Work?
The process starts with discovery and source-data profiling. The team identifies the Infor product and version, documents customizations and integrations, reviews data quality, and agrees on the destination configuration. It then maps source fields to Epicor entities, transforms data into compatible formats, and prepares supported import methods.
A test migration checks whether records load correctly and retain their relationships. Business users validate representative workflows, such as creating purchase orders, receiving inventory, processing sales orders, completing production transactions, and posting financial entries. After testing, the team resolves discrepancies and conducts a final migration rehearsal.
The ERP integration design should also be defined before cutover. ERP Integration Layer: How It Powers Finance Automation explains why connected systems need reliable data exchange. During the move to epicor, teams should determine which system owns each record, how updates are transferred, and how interfaces will operate during and after the transition.
How Should Finance Teams Validate Migrated Data?
Finance validation confirms that opening balances, outstanding transactions, inventory values, and job or production costs agree with approved source records, subject to documented conversion adjustments. Reconciliation should compare both summary totals and transaction-level details where necessary. Teams should also verify account mappings, financial dimensions, posting periods, and the treatment of open transactions.
For example, assume the approved source trial balance contains total debits of $2,450,000 and total credits of $2,450,000. The migrated trial balance should preserve that equality after approved conversion entries are applied. Finance should then investigate differences by account, entity, currency, and transaction category before authorizing the new system for production reporting.
Infor Integration Finance considerations include how financial data moves between the source ERP, connected applications, and the destination general ledger. Clear mapping rules and reconciliation evidence help finance teams maintain reporting consistency and explain adjustments during audits.
How Do Security and Finance Automation Fit into Migration?
Migration planning should establish user roles, access permissions, approval responsibilities, and audit requirements in the destination environment. ERP Security Best Practices for Finance Teams (2026) provides useful context for reviewing ERP access and integrations. ERP Modernization vs Finance Automation: Key Differences helps distinguish changes to the ERP platform from automation of finance workflows that operate around it.
The Hyperbots Platform supports company-specific configurations for ERP integrations, workflows, roles, and general ledger structures through no-code configuration. Its Process Specific Capabilities support finance workflows using domain-relevant AI, while Ready to Deploy Capabilities offer pre-trained agents and ERP connectors for applicable finance tasks.
Self Learning Capabilities use human actions and feedback to refine workflows and general ledger coding. Human in the Loop controls support exception escalation and approval decisions that require employee review. Before implementation, teams should confirm compatibility with the target Epicor configuration, required permissions, and finance control procedures.
What Are the Best Practices for a Successful Migration?
A well-governed migration brings IT, finance, operations, and business process owners together around a shared plan. Assign responsibility for each dataset, define acceptance criteria, and agree on the timing of the final data extraction and cutover. Testing should cover both normal transactions and important business-specific scenarios.
- Document the source and destination configurations, migration scope, and ownership of each dataset.
- Clean and standardize master data before mapping and importing records.
- Test financial postings, inventory movements, open transactions, and key operational workflows.
- Reconcile balances and document approved adjustments before finance sign-off.
- Train users and establish post-go-live monitoring and issue ownership.
These practices give the organization a clear basis for confirming data completeness, operational readiness, and financial reporting accuracy after the transition.
Summary
Infor to Epicor Migration transfers selected enterprise data and business processes from an Infor ERP environment into Epicor. The process includes scope definition, data cleansing, field mapping, test migration, workflow validation, financial reconciliation, security planning, and cutover. By aligning the target configuration with operational requirements and validating financial records before go-live, organizations can establish a dependable foundation for integrated operations and informed business decisions.