Migrate from Actindo Core1 to Dolibarr ERP

Actindo Customer records with address, contact, and segment data map directly to Dolibarr ThirdParty (llx_societe) records. We preserve segment tags as Dolibarr category associations (llx_categories) and contact roles as Dolibarr contact functions. Customer-specific pricing tiers from Actindo's DataHub export migrate to Dolibarr extrafields on ThirdParty. Any Actindo Customer record that is a vendor as well as a buyer creates two ThirdParty records in Dolibarr: one as Customer type and one as Supplier type.

Actindo Material records with SKU, pricing, stock levels, and attribute data map to Dolibarr Product records of type Product (good). The Material SKU becomes the Dolibarr ref field and serves as the dedupe key during import. Channel-specific pricing from Actindo's DataHub export migrates to Dolibarr extrafields or separate price lists linked via llx_product_price. Warehouse stock levels map to llx_product_stock entries with the warehouse reference resolved from the Warehouse object mapping.

Actindo Article records extend Materials with channel-specific descriptions, media, and PIM content from the Omnichannel module. We export Article content separately from Material master data and tag each Article record with its parent Material SKU during extraction. In Dolibarr, we attach Article content as extrafields on the corresponding Product record or as linked document records in Dolibarr's document management area. The Article-Product relationship is reconstructed using the SKU foreign key, and the customer determines whether channel-specific content is consolidated into a single Product record or split across Dolibarr product variants.

Actindo Warehouse entities with bin-level stock locations and multi-warehouse assignment rules map to Dolibarr Warehouse records (llx_entrepot). We preserve warehouse-level stock totals directly. Bin-level structure from Actindo is not natively supported in Dolibarr's core warehouse module and requires a Dolibarr third-party stock-location addon or custom extrafield configuration; the customer chooses the approach during scoping, and we document bin-to-location mapping in the migration notes.

Actindo Orders sourced from DataHub with line items, fulfillment status, and channel attribution map to Dolibarr Commande records. Each Actindo order source channel (webshop, marketplace, POS, B2B) becomes a Dolibarr source type. We preserve order total, tax amounts, and payment status from Actindo. Order-level discounts and shipping fees from DataHub exports become Dolibarr order line adjustments. The Actindo order number becomes the Dolibarr ref_customer field for traceability.

Actindo Purchase Orders linked to Materials and inbound receipts map to Dolibarr CommandeFournisseur records. Vendor-specific reference numbers from Actindo become Dolibarr ref_supplier fields. Line item mapping uses the Material SKU to resolve Product references in Dolibarr. Inbound receipt quantities from Actindo reconcile against Dolibarr stock movements (llx_stock_mouvement) after the PO import completes.

Actindo Invoice records linked to Orders with tax codes and payment status map to Dolibarr Facture records. We extract the full invoice line detail including tax rates, discounts, and payment terms. Invoice PDFs from Actindo are imported as Dolibarr document attachments. Actindo payment status (paid, unpaid, partial) migrates to Dolibarr Facture status fields, and historical payment records migrate as llx_paiement_facture entries linked to the corresponding bank movement.

Actindo vendor invoices linked to Purchase Orders map to Dolibarr FactureFournisseur records. Tax codes and vendor-specific reference numbers transfer directly. Vendor payment terms migrate to Dolibarr payment term configuration. Any Actindo invoice records without a corresponding Purchase Order are imported as standalone supplier invoices and flagged for reconciliation during cutover review.

Actindo Vendor master records with supplier data, payment terms, and lead times map to Dolibarr ThirdParty records of type Supplier. We preserve contact information, default payment terms (from Actindo's vendor purchasing defaults), and lead time data as Dolibarr extrafields. Vendor-specific PO history links to the corresponding SupplierOrder records via the ThirdParty reference.

Actindo POS transaction records from Venduo POS sync as Orders with a store-location attribute. We extract POS transactions as Dolibarr Commande records with the store warehouse and location tagged in extrafields. Register reconciliation data from Actindo (opening cash, cash drops, closing cash) migrates as Dolibarr bank statement entries or bank reconciliation records rather than as native POS register data, since Dolibarr's core POS module handles reconciliations separately.

Actindo DataHub ETL mappings (CSV, XML, EDIFACT transforms between source channels and Actindo) do not migrate as functional code to Dolibarr. We document each DataHub mapping in a written inventory: source format, target schema in Actindo, field transforms, and scheduling. This document serves as the reference for the customer's admin to rebuild equivalent data imports using Dolibarr's native import tool or a third-party connector. Channel-specific POS and marketplace integrations (Shopware, Shopify, Amazon) each get a separate ETL summary page.

Actindo Workflow Engine definitions encoding order routing rules, fulfillment automation, and process orchestration are not natively exportable in a standard schema. We capture workflow screenshots, rule descriptions, and condition logic during extraction and build a written rule-mapping matrix. Each Actindo workflow maps to a Dolibarr module recommendation (e.g., using Dolibarr's Trigger system, third-party workflow addons, or manual process documentation for the admin team to implement post-migration). Workflow rebuild is outside standard migration scope.

Actindo Materials and Articles assigned to category hierarchies map to Dolibarr llx_categories with type=product. We preserve the full category tree structure including parent-child relationships. Multi-category assignments on a single Material or Article become multiple CategoryAssignment records in Dolibarr.

Actindo payment records linked to invoices and orders map to Dolibarr llx_paiement records connected to llx_bank entries. Payment method (credit card, bank transfer, cash) migrates as the Dolibarr payment type. Each payment record links to the corresponding Facture or CommandeFournisseur for reconciliation.