Epicor® Upgrade

Upgrade Services from all Earlier Versions

Epicor® Kinetic ERP Upgrade Services from Epicor® Vista, Epicor® Vantage, Epicor® 9, Epicor® 10, Epicor® 10.1, or Epicor® 10.2.

Tomerlin-ERP began its support of Epicor® ERP software when the active version was v3.2. Tomerlin-ERP consultants have over 25 years of experience upgrading hundreds of Epicor ERP installations.

There are three Epicor® software upgrade options:

Option #1 is the 100% data migration. Within Option #1, there are again two alternatives, the Epicor® Cirrus Cloud Upgrade/Migration or,

Option #2 is the standard Epicor® Data Migration Utility.

Option #3, using the Epicor® Data Management Tool (DMT), brings over only the static data, like, Customers, Customer Contacts, Customer Ship-Tos, Customer Ship-Tos Contacts, Suppliers, Supplier Contacts, Supplier Purchase Points, Supplier, Purchase Point Contacts, Parts, Part Revisions, Part Lot #s, Part Serial #s, Part quantity by location, Part Costs, Open Sales Orders, Open Purchase Orders, Open Job Headers, Open AR Invoices, Open AP Invoices, beginning GL Balances, and more. Closed Documents can also be brought over. In addition, all dependency field data, like Countries, Territories, FOBs, etc. And of course, we fully implement all new modules or new aspects of existing modules.

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Total Data Upgrade and Data Migration

Epicor’s® Cirrus Cloud Data Upgrade/Migration

So, suppose you are still on Epicor® Vantage or Epicor® Vista version 8 of your enterprise resource planning systems and want to upgrade to Epicor® Kinetic 2021 ERP or higher. In that case, we recommend you use Epicor’s new cloud-based data migration tool, called Cirrus. However, we recommend the Cirrus cloud option only if your original implementation was performed correctly, and since the implementation, your Epicor users have entered all data correctly. You will have a great upgrade experience using the new Cirrus upgrade tool if the answer is yes.

Epicor’s® cirrus cloud data upgrade/migration.
Using the Epicor® Data Management Tool (DMT), brings over only the static data, like Customer Contacts, Customer Ship-Tos, Supplier Purchase Points, etc.

Epicor’s® Data Upgrade/Migration Utility

Another data migration alternative is the standard Epicor®, one size fits all, data migration. Suppose you are on Epicor 9 or higher. In that case, you have a clean database. Your original implementation was well-done. You have only a few customizations. Generally, your Epicor users have made complete and accurate data entries since the implementation. Using the Epicor standard formula-based data migration tool will be perfect for you. It is much less expensive than using Epicor’s Cirrus cloud option.

DMT Data Migration

Static Data Upgrade/Migration

However, if you are on Epicor Vista or Epicor Vantage version 8 or earlier, or if your last implementation was poorly performed and since that implementation, your users have not entered data entirely and/or correctly, Cirrus nor the Epicor® Data Migration Utility will fix your database during the upgrade.

No matter the version of Epicor® software you are migrating, if your database is in bad shape now, it will be just as bad after the migration. If this is the case, your best option is only to bring over static data, leaving the transactional data behind. Our recommendation is to take advantage of this opportunity, which may not come again for years, and have an experienced, capable Epicor Kinetic ERP consulting firm, like Tomerlin-ERP, correctly implement your new Epicor ERP software and then bring over your static data from your old Epicor software. With training on your new software, your staff will be able to correctly and timely enter data into your new Epicor Kinetic ERP software. As a result, you will benefit from all of the functionality you thought you had purchased many years ago.

If you ever thought your company owned the most expensive word processor on the planet and you are ready to upgrade your Epicor ERP software, let Tomerlin-ERP do it for you. You will finally have that fully functioning and relational Epicor ERP system you thought you bought years ago. With a clean, fully integrated, and adequately implemented database, your word processor days will be behind you.

Ask Tomerlin-ERP to perform an assessment of your current Epicor ERP database and to recommend the best upgrade path for you to take. We will recommend the best option for your company when you are ready to upgrade.

To learn more about your upgrade options, contact us now at 818-887-9162.

We correctly implement your new Epicor ERP software and then bring over your static data from your old Epicor software.

6 Epicor Kinetic Software Upgrade Reasons: Performance, Productivity, Business Assurance, Global Scalability, Connectedness, and Cloud Ready



When you upgrade to Epicor Kinetic 2021 or higher, you will improve your users’ performance.

  • Reduce complexity for IT.
  • Increase stability.
  • Improve user experience.



Simplified workflow for managing your business complexities.

  • Epicor ERP features are based on the latest best practices and designed by your industry peers.
  • In most instances, Epicor ERP should be compliant with your industry standards.
  • The new features are more efficient, and your employees/users will be pleased with the new responsiveness.


    Business Assurance

    Make better decisions with the information timeliness and accuracy.

    • Reduced risks and costs.
    • Easier to support.
    • Better ROI.


    Global Scalability

    With Epicor ERP you will be able to manage your multinational growth.

    • Multinational compliant and ready to launch when you are.
    • Most likely Epicor ERP will have the language package you require..
    • Epicor ERP can manage thousands of simultaneous users.



    Almost anywhere you go, you can stay connected to Epicor ERP.

    • Mobile-enabled.
    • eCommerce ready.
    • Embedded social options.


    Cloud Ready

    Whenever you become ready to enter the cloud, Epicor ERP will make it seamless.

    • Improve your ROI on your ERP investment…migrate to the Cloud.

    Slide "Tomerlin-ERP is one of the best business consulting firms with whom I have ever worked. Their knowledge of our Epicor ERP system combined with their knowledge of finance and cost accounting has made them a tremendous resource for our company. W Machine Works is better off because it capitalized on Tomerlin-ERP’s skills and broad business acumen. We could never have implemented our Epicor ERP system without them." Marzel Neckien
    President/CEO, W Machine Works
    Slide "Tomerlin-ERP helped us sort out a terrible, tangled program, and of Epicor software was never implemented nor used correctly. Tomerlin-ERP set us on the right track going forward. Tomerlin-ERP is an expert trouble-shooter, problem-solver, and teacher/trainer. Reimplementing ERP software while it is being used is quite a talent. Their business experiences and abilities are superior. They are our only Epicor ERP consultants." Julie Hale
    Comptroller, EnDyn
    Slide "We selected Tomerlin-ERP to lead our Epicor® 10 implementation and are extremely pleased with the results. Their knowledge of the system is unsurpassed. From the onset this group was a great source of support. The team’s members are highly skilled, driven professionals. Tomerlin-ERP invested the time to get to know our company and we formed a true partnership. It has been a pleasure working with this firm." Kyle Monoe
    Customer Service Manager, Alvord-Polk Tool
    Slide "Tomerlin-ERP operated as a third party IT consultant we used for installation and training on complicated Epicor ERP software. They performed perfectly on all aspects of the services they provided: installations, upgrades, data migration, implementation, and training. Tomerlin-ERP proved to be a unique and valuable asset in these projects." Steve Hanks
    General Manager, Monroe Industries

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    Call: 210-861-2820
    Email: monte@tomerlin-erp.com