Overview
Migrating from JobBOSS² is one of Fulcrum’s most common transition paths. We help manufacturers move off JobBOSS² by preserving how estimates, jobs, materials, inventory, and purchasing are connected in day-to-day operations, so Fulcrum becomes a true upgrade for the business, not a total reset.
Data Extraction Method
The extraction approach is determined by your JobBOSS² hosting model and access constraints:
- On-premise deployments
- Standard SQL Server database backup (.bak) of the primary JobBOSS² database
- Cloud deployments
- Database backup requested through ECI support when available
- Structured API or CSV-based exports used when direct backups are restricted
No downtime required during extraction.
Commonly Migrated Data
Bills of Materials (Assembly Structure)
Routings / Operations
Items & Assembly Data (Finished Goods, Hardware, Other Purchased Components)
Inventory & Inventory Locations
Customer & Vendors *
Sales Pricing & Current Vendor Pricing
Collaborative Expectations:
Data migration is a partnership. While Fulcrum assists with extracting and formatting the data, we rely on your team’s expertise to translate, clean, and sort through unnecessary data that will clutter the system. Use this as an opportunity to reset and start Fulcrum with clean, accurate data.
* Note: Customer and Vendor exports from Accounting systems typically are preferred as it will be critical that these records match with your customer and vendor data within Fulcrum.
Environments
Sandbox Sites
Available upon request for testing data imports without consequences.
Production Resets
Data entered into your primary Fulcrum site can be wiped or reset as often as needed up until Go-Live. This allows us to iterate and perfect your setup.
Requirements
IT Coordination
Set a plan with your IT team or technical lead to gather this information before your kickoff meeting.
Time Commitment
Please expect this to require at least 2 hours per week from your Data Lead / SME to ensure accuracy during Implementation Phase 2: Build.
Known Nuances & Watch-Outs
- Fulcrum Shop Setup hierarchy and requirements differ from JobBoss.
- Open and active sales order data can be migrated but will be carefully strategized when planning go-live with your Launch Manager.
- JobBOSS allows free-text entry in many fields which may require cleanup before import.
- Unit of Measure conversions (e.g. 'Each' vs 'Lbs') need strict verification.
- Legacy routing steps often lack precise cycle times.
- Terminology in JobBOSS may differ from what Fulcrum calls something (e.g. ‘Work Centers’ vs ‘Operations’).
- Historical data volume may be selectively limited to reduce noise and improve system performance.