Technology

Epicor Data Migration
Migrate without losing the numbers you report on.

Planning a move off Epicor? We handle the parts that break a move: pulling the data out, rebuilding every integration that fed it, and getting the reports you rely on working in NetSuite, Business Central, MYOB Acumatica, Xero or a connected app stack.

Perth-based, working with Australian businesses nationwide. We take care of the data and the integrations, and your chosen platform partner handles the destination ERP configuration.

  • AU-wide Perth-based · servicing Australia
  • ERP Erp migration specialists
  • Fixed Price scopes, no surprises
  • Integration & reporting rebuilds
Australian owned and operated

Built here. Your data stays here.

  • No offshore development. Everything is written by our own team in Australia. Nothing is subcontracted overseas.
  • Your data stays onshore. Hosted in Australia, on infrastructure you own, under Australian law.
  • Every state, not just ours. Perth, Melbourne, Sydney, Brisbane, Adelaide and everywhere between.
What We Do

Outgrowing Epicor? Plan the move properly

Epicor often sits inside businesses with real operational complexity: manufacturing, distribution, inventory, approvals, reporting, and multiple supporting systems. Migration projects only work when all of that complexity is scoped honestly.

HELLO PEOPLE helps businesses plan and deliver the move from Epicor into a platform or architecture that better fits where the business is heading now. We handle data migration and integration work. Your chosen ERP partner handles destination implementation and platform design.

Typical destinations include NetSuite, Business Central, MYOB Acumatica, and in some cases a connected stack where finance, inventory, and specialist tools are separated more deliberately.

Sound Familiar?

When Epicor stops fitting how you work

These are the situations we see most often when businesses start evaluating an Epicor migration project.

The ERP is carrying too much custom process overhead

The business still gets done what it needs, but too much of the process depends on reports, workarounds, custom logic, or people who know how to hold it all together.

Reporting is too slow or too dependent on manual intervention

Leadership needs faster answers, but the current reporting model still depends on scheduled outputs, analyst effort, or tools that sit awkwardly around the ERP.

The business wants a cleaner cloud operating model

The team wants better user experience, easier integration patterns, and a platform shape that suits the next stage of growth rather than the last one.

What We Do

Help moving your Epicor data and links

Data migration, conversion, move planning, integrations, dashboards, and reporting transition for Epicor users moving to NetSuite, Business Central, MYOB Acumatica, or a connected stack.

Migrate, convert, or move your Epicor data to NetSuite, Business Central, MYOB Acumatica, or Xero

Epicor is often chosen because the business has real manufacturing, distribution, or operational complexity. Migration projects succeed when that complexity is treated as part of the scope, not as an afterthought behind the finance data.

We scope the full move: customer and supplier records, inventory, work-in-progress, finance history, reporting layers, and the integrations or custom processes that grew around the ERP over time.

Custom integration services

Rebuild the integrations and custom workflows around Epicor on a cleaner architecture

By the time a business is reviewing an Epicor migration, the challenge is rarely just the ERP itself. The real issue is the layer of custom workflows, operational handoffs, reporting feeds, and external system connections that depend on it.

We document what the business actually uses today, retire what no longer matters, and rebuild the integration layer around the target platform or middleware architecture.

Custom integrations

Separate reporting from Epicor so the business gains visibility before and after migration

Epicor environments often accumulate operational reports, management packs, spreadsheets, and custom reporting logic that make migration feel harder than it needs to be.

We build reporting layers outside the ERP so finance, operations, and leadership can work from live dashboards instead of scheduled extracts and manual packs.

Dashboard & reporting software
Capabilities catalogue

Every Epicor replacement & migration job we do

Every capability below has been delivered for a real Australian business, from Epicor to NetSuite with multi-subsidiary support to Epicor to Business Central with BPM rebuild. If your scenario is not listed, ask, we build bespoke.

Epicor to NetSuite migration

  • Epicor ERP to NetSuite migration with multi-subsidiary support
  • Epicor manufacturing BOMs and routings mapped to NetSuite Advanced Manufacturing
  • Epicor project / job costing to NetSuite SuiteProjects
  • Epicor warehouse / WMS mapped to NetSuite WMS or 3PL integrations
  • Epicor SQL extraction with full GL transaction history
  • NetSuite SuiteScript handover bundle

Epicor to Business Central

  • Epicor to Business Central migration with AL extension rebuild
  • Epicor manufacturing data translated to BC Manufacturing module
  • Epicor BAQ and dashboards rebuilt as Power BI dashboards
  • Permission set, role centre and security migration
  • Cutover weekend planning aligned to end-of-month or year-end
  • BC ↔ Microsoft 365 / Teams workflow build-out

Epicor data + history

  • Direct SQL extraction of Epicor Kinetic, Vantage or Vista databases
  • Multi-company database consolidation into target ERP
  • Open AR / AP brought across with applied-entries linkage
  • Read-only Epicor archive for 7-year retention compliance
  • Document attachment migration into the new ERP
  • Posted document and audit-trail preservation

Epicor customisation migration

  • BPM, BAQ and customisation framework audit
  • Epicor BPM / method customisations recreated on target
  • Custom dashboards, trackers and forms rebuilt for modern BI
  • Epicor REST / DMT integration replacement with platform-native APIs
  • Epicor Service Connect workflows rebuilt as modern automation
  • Custom software wrappers for high-value Epicor workflows

Multi-entity Epicor consolidation

  • Epicor multi-company consolidation into target ERP
  • Inter-company transactions and elimination rules mapped
  • Multi-currency revaluation history aligned to target platform
  • Group-wide chart-of-accounts standardisation during cutover
  • Statutory and tax-period reporting continuity through migration
  • Consolidated Power BI reporting layer at go-live

Phased Epicor retirement

  • Stage-gated migration roadmap by company and module
  • Sandbox dry-runs with finance team sign-off at each gate
  • Parallel-run period with reconciliation against Epicor
  • Cutover weekend planning, communications and rollback
  • Epicor licence wind-down and SQL archive setup
  • 30 days post-launch hyper-care from the founder
Migration Targets

Pick the platform that fits you next

Popular paths include NetSuite for broader cloud ERP capability, Business Central for Microsoft-aligned businesses, MYOB Acumatica for Australian mid-market teams, and modular Xero-led stacks where that is a better commercial fit.

Move from Epicor to NetSuite for broader cloud ERP capability

NetSuite is often the stronger fit when the business wants a substantial cloud ERP with broad financial, operational, and multi-entity capability.

It suits businesses leaving Epicor that still need serious operational structure, but want a more modern cloud operating model and a mature API ecosystem.

We handle the data migration, reporting transition, and integration planning while your NetSuite partner handles configuration and implementation design.

Move to Business Central when Microsoft alignment matters more than a large ERP footprint

Business Central is worth considering when your wider stack is already aligned to Microsoft 365, Teams, Power BI, and Azure, and the business wants a more approachable ERP surface than Epicor.

It can be a better fit where the operational model is still serious, but the business wants simpler user experience, cleaner integration patterns, and easier reporting access.

We plan the migration around data, reporting, and integrations while your Business Central partner handles the destination environment.

Use MYOB Acumatica when the business needs cloud ERP with strong Australian fit

MYOB Acumatica is often the better answer for Australian businesses that need inventory, project, and distribution capability but want a more local partner and compliance context.

It is especially relevant where Epicor has become heavier than the business now needs, but finance and operations still require more than a small-business accounting platform.

We scope the move across data, reporting, and integrations so the project lands with fewer surprises at cutover.

Move Epicor to Xero, with specialist tools beside it where that is a better commercial fit

Not every Epicor business needs to move into another large ERP. Going from Epicor ERP to Xero works when finance is the core need and stock or production can sit in a purpose-built app. An Epicor to Cin7 move for inventory, joined to Xero for finance, is a common split.

This is often worth evaluating when the business wants to simplify the stack, modernize incrementally, or avoid recreating a large ERP implementation where it is no longer justified.

We migrate the data into the right applications and build the integration layer that joins them up.

An Alternative Path

A smaller set of apps may beat another large ERP

For some teams, the real goal is not replacing Epicor with another heavyweight platform. It is simplifying the architecture without losing operational visibility or control.

That can mean moving finance into Xero or MYOB, handling inventory elsewhere, and keeping operations connected through a clean integration layer rather than one monolithic application.

We help model that architecture, migrate the data into each application, and build the integration and reporting layer that makes it workable day to day.

Multi-App Architecture

Finance, stock and specialist tools, kept apart

An example of what a more modular architecture can look like when one large ERP is no longer the best answer.

Core Finance

NetSuite, Business Central, Xero, or MYOB carrying the finance layer with clearer visibility and cleaner reporting than many legacy ERP setups deliver.

Manufacturing & Inventory

The operational layer of the destination ERP or a specialist inventory/manufacturing application chosen around the actual workflows in the business.

Workforce & Approvals

Approval workflows, payroll-linked processes, and team activity better handled in modern systems with clearer user access and audit trails.

CRM & Service

Customer, project, or field-service systems that should integrate cleanly with the new finance and operational stack.

Integration Layer

The integration and event layer that keeps finance, inventory, sales, and operations in sync after the migration.

Unified Reporting

A reporting model that works across finance and operations without depending on manual report packs from the old ERP.

Case Study

Epicor to NetSuite: manufacturer, reporting reset, cleaner integration layer

A manufacturing business moved from Epicor to NetSuite with finance, inventory, and reporting history preserved. Manual management packs were replaced with live dashboards, and five existing ERP touchpoints were rebuilt on a cleaner integration architecture.

Read the full case study
5 Integrations rebuilt
Live Operational dashboards
Clean Cutover validation
Who This Is For

Where Epicor businesses usually get stuck

If this sounds like your environment, we can help scope the move properly.

01

Manufacturing businesses with a lot of process tied into Epicor

The migration challenge is spread across operations, finance, inventory, approvals, and reporting rather than sitting neatly inside one module or team.

02

Teams that want cleaner cloud delivery without losing operational depth

The business still needs serious capability, but wants better user experience, easier reporting, and a simpler integration model around it.

03

Organisations carrying years of custom process in the ERP

Custom screens, workflows, reports, or operational workarounds have grown over time and now make change more expensive than it should be.

04

IT leaders planning a staged exit from a large ERP footprint

You do not want to reproduce every edge case in the new stack just because it existed in the old one. The project needs clear scoping and decision discipline.

05

Businesses comparing another ERP against a modular architecture

Some teams still need one operational core. Others would be better served by splitting the platform into finance, inventory, and specialist operational applications.

06

Teams that need reporting improved before the migration completes

Dashboards, operational reporting, and management visibility can often be improved before cutover, reducing the pressure on the migration itself.

How We Deliver

How an Epicor move is planned and run

We shape the project around operational reality, reporting needs, and migration risk rather than treating it as a simple data export exercise.

  1. Epicor Environment Audit

    We review modules, integrations, reporting dependencies, operational workflows, and custom process layers so the migration plan starts from the real environment.

  2. Target Platform Selection

    We compare NetSuite, Business Central, MYOB Acumatica, and modular-stack options against manufacturing, distribution, reporting, and cost realities.

  3. Data Mapping & Scope Definition

    We document how finance, inventory, operational, and reporting entities map into the target architecture before build begins.

  4. Test Migration & Verification

    We run test migrations and validate balances, inventory outcomes, reporting outputs, and any operational data that the new platform needs to carry accurately.

  5. Integration & Workflow Rebuild

    The integrations and custom process layers that still matter are rebuilt around the destination platform or middleware architecture.

  6. Production Cutover

    We plan the cutover window, support the first reporting cycle, and keep the old environment available for reference where appropriate.

Meet the person

Epicor Replacement, one seamless process

Your Epicor Replacement, handled by the founder from start to end.

HELLO PEOPLE designs, builds and looks after AI, software, app and data solutions for Australian businesses, with senior expertise on every project and a scope agreed before work starts. For an older system, that means learning what it really does first, so nothing your business relies on is lost.

Since 2007, HELLO PEOPLE has delivered more than 100 projects from Perth for small and medium businesses across Australia: custom software and apps, system integrations, data migrations, reporting and dashboards, and AI that works inside the systems a business already runs.

I lead every engagement myself. I trained in accounting before moving into IT, hold accounting and IT professional qualifications and an MBA, and bring more than 20 years of experience across sales, service delivery, inventory and compliance. I am also a PhD candidate in AI at Curtin University, researching retrieval-augmented generation (RAG), so the technology is always judged by what it does for the business.

  • An old-fashioned service

    Small and boutique. The person who scopes the work is the person who does it, and the same person is there when the old system is switched off.

  • Quick responses

    No ticket queue and no account manager in between. You hear back within one business day, usually sooner.

  • A long-term partner

    The upgrade is the start, not the end. When you need the next system, integration or report, you call the same person, who already knows your business.

Technical Capabilities

Extraction, reports and integrations, done right

The core technical capabilities we apply across extraction, transformation, reporting transition, and integration rebuild work.

Structured Extraction & Staging

We extract Epicor data through the appropriate database, reporting, or platform-supported pathways and stage it for repeatable migration runs.

ETL & Transformation Pipelines

Purpose-built migration pipelines for finance, inventory, and operational data, with repeatable validation and test migration support.

Integration Re-Architecture

We rebuild complex point-to-point ERP integrations into cleaner API and middleware patterns that are easier to support after go-live.

Reporting & Dashboard Transition

Reporting layers rebuilt into browser dashboards, Power BI, or destination-platform reporting tools so the business has continuity through the migration.

Staged Migration Design

We can design migrations in phases so finance, reporting, and operational change move at the pace the business can actually absorb.

Custom Tools & Extensions

Where essential business workflows need to survive the move, we rebuild them as maintainable integrations, dashboards, or operational tools.

We thought replacing Epicor would mean years of operational pain. HELLO PEOPLE broke the work into stages, improved reporting first, then handled the migration and integration rebuild against a plan the leadership team could actually evaluate.

General Manager Manufacturing business, Melbourne
Why us

The technical layer and reporting, done properly

  • We handle the hard technical layer

    Data extraction, ETL, reporting transition, and integration rebuild work all stay inside one delivery team.

  • Fixed-price quoting

    You get a clear price once we understand the operational footprint and migration shape.

  • Commercially grounded planning

    We help determine whether another ERP or a modular architecture is actually the better commercial decision.

  • Reporting is treated as core scope

    Management visibility is designed into the project, not left until after go-live.

  • Australian delivery team

    You work directly with the people doing the migration planning and technical delivery.

FAQs

Questions owners ask about leaving Epicor

What do businesses usually migrate to from Epicor?

Businesses that migrate from Epicor usually go to NetSuite, Business Central, MYOB Acumatica or Xero. An Epicor to Odoo migration is worth a look when you want finance, stock and production in one system you can extend. Some choose a modular architecture where finance, inventory, and operational workflows are split across multiple applications. The right answer depends on whether the business still wants one large ERP footprint or would be better served by a more modular stack.

Can you migrate Epicor to Xero, or is Xero too small?

Yes, when the business is ready for it. An Epicor to Xero migration suits a business whose finance needs are now simpler than Epicor was built for. We convert Epicor to Xero by moving the chart of accounts, customers, suppliers, open invoices and bills, and opening balances, then the historical data you want to keep, either as transactions or as monthly balances. Stock, production and job costing usually move to a specialist app joined to Xero. Payroll moves to Xero Payroll or a separate payroll system and is checked before the first pay run. The Epicor to Xero conversion is signed off when the trial balance agrees in both systems.

We run Epicor Kinetic, or an older Epicor desktop install. Does that change the move?

Not the destination work. Epicor Kinetic to Xero and an older on-premise install, which many people call Epicor desktop, both come out by reading the Epicor database directly, whether that is Kinetic, Vantage or Vista. When you transfer Epicor desktop to Xero, the essentials come across first: accounts, contacts, open items and balances. History and reports follow in the order you choose. Most businesses switch at the start of a financial year or a quarter.

Can you migrate operational data as well as finance data from Epicor?

Yes. Every Epicor conversion is scoped across finance, inventory, customer and supplier records, reporting layers, and the operational data that the target design requires. The exact coverage depends on which Epicor modules and surrounding processes you currently rely on.

Do all Epicor custom processes need to be rebuilt?

No. We audit what those processes do and decide which are still valuable, which can be retired, and which should be rebuilt differently around the destination platform. Migration projects go better when old complexity is reduced instead of copied forward unchanged.

Can we modernise reporting before the Epicor migration finishes?

Often yes. Reporting is one of the best areas to improve early because it reduces dependence on the old ERP while also making the migration easier to manage later. We can build dashboards and reporting layers that reconnect to the destination platform after cutover.

How long does an Epicor migration take?

It depends on the operational footprint, reporting dependencies, integration count, and destination platform. For many environments, the project is measured in months rather than weeks. We scope from the real environment before committing to timing.

Can the migration happen in stages?

Yes, in many cases. Some teams separate reporting first, then finance, then operations. Others move into another ERP in one coordinated program. We shape the project around risk, operational timing, and budget rather than forcing every Epicor migration into one model.

Tell us which Epicor modules you rely on

Tell us about your Epicor environment: modules in use, integrations, reporting needs, and preferred migration timeline. We will come back with a realistic plan and fixed-price quote.

Prefer a quick chat? Call 0425 531 127. We answer the phone in Perth.