ServicesMigration and Upgrades
Move to Sugar or Epicor Kinetic, or upgrade the version you have, without losing your data
- Epicor Platinum Partner
- SugarAI Premier Partner
- 100s of Epicor and Sugar implementations across the Americas
The vendors give you upgrade tools and documentation. They do not clean your data, rebuild the customizations that break, or redo the reports. TCP does. Every migration TCP runs ends with a reconciliation count you can check yourself.
Who this is for
- On an old Sugar version and behind on updates.
- On Salesforce, Microsoft Dynamics, HubSpot, Zoho, GoldMine, or a homegrown CRM, and moving to Sugar.
- On Epicor 9 or 10, or on-premise Kinetic, and moving to current Kinetic in the cloud.
- Running a first-generation chatbot or rule-based automation that should be an agent.
What the vendor gives you, and what TCP adds
| The vendor gives you | TCP adds |
|---|---|
| Upgrade tooling and release notes | A review of every customization against the new version before anything runs |
| An import utility | Data cleaning, field mapping, trial loads, and reconciliation counts |
| A new version | Reports, workflows, and integrations rebuilt and tested |
| A cutover date | A rollback plan, and a cutover planned around your business calendar |
Switching CRMs also means people lose the habits they built in the old one. TCP maps the features your team depends on and rebuilds them in Sugar. The switch should not cost anyone what they use every day.
Migration paths TCP has done
| From | To | What usually needs rebuilding | Engagement |
|---|---|---|---|
| Salesforce | Sugar | Custom objects, reports, email templates, automation rules | Fixed price |
| Microsoft Dynamics | Sugar | Entity mappings, workflows, Outlook habits | Fixed price |
| HubSpot | Sugar | Sequences, lists, deal stages, marketing links | Fixed price |
| Zoho, GoldMine, other legacy CRMs | Sugar | Notes history, custom fields, saved searches | Fixed price |
| Old Sugar version | Current Sugar | Code customizations, logic hooks, reports, integrations | Fixed price |
| Sugar on-premise | Sugar cloud | Customizations that touch the server, file storage, integrations | Fixed price |
| Epicor 9 or 10 | Kinetic | Customizations, BAQs, dashboards, integrations | Fixed price |
| Kinetic on-premise | Kinetic cloud | Server-dependent customizations, integrations, print routing | Fixed price |
How TCP protects the data
Six steps, with two checkpoints you control: you sign off before anything moves, and you confirm before the old system goes read-only.
1 · You sign off
Map
Every field from the old system to the new one, written down. You sign off before anything moves.
Step 2
Trial load
A full copy into a test system. Your team clicks around in it.
Step 3
Reconcile
Record counts by object. Spot checks on the accounts that matter most. Fix, reload, repeat.
Step 4
Rebuild
Reports, workflows, and integrations that break get rebuilt and tested in the test system.
Step 5
Cutover
Final load on an agreed date. Rollback plan ready in case.
6 · You confirm
Verify
Counts match. You confirm. Then the old system goes read-only.
What the work looks like, platform by platform
For Sugar
A version upgrade with years of customizations
- Code review against the new version. What still works, what will not.
- Testing in a copy of your instance.
- Rebuilding what breaks: logic hooks, custom modules, integrations.
- Retraining on screens that changed.
- Combining the upgrade with a new integration when it makes sense. One project, not two.
Moving from another CRM follows the same six steps, plus feature mapping so nobody loses what they rely on.
For Epicor Kinetic
What an Epicor upgrade involves
- Customizations and BAQs reviewed and converted for Kinetic.
- Integrations retested.
- On-premise to cloud: server-dependent customizations reworked, print routing and file storage moved.
- Cutover planned around production. A 24/7 plant cannot stop for a weekend.
For AI agents
Two points
- Agents survive upgrades. Fluent agents connect through the connector layer, not through customizations inside Sugar or Kinetic. An upgrade needs a test, not a rebuild.
- Older automation gets replaced. A first-generation chatbot or a pile of rule-based automations: TCP moves the same knowledge into an agent that does more.
Proof
24/7
plant kept running through cutover
Greenpaper
Epicor on-premise since 2015, moved to Kinetic cloud in 2022 while running a 24/7 plant.
Read the case study
Cloud
for traceability and speed of change
Tecnas
Food manufacturer on Kinetic in the cloud for traceability and speed of change.
Read the case studyFrequently asked questions
Request a free migration assessment
Tell TCP what you run today, the version, and roughly how many records. You get a written plan: what moves, what gets rebuilt, and a fixed price.