Migrate from Acumatica to Dolibarr ERP

Acumatica Business Accounts map to Dolibarr Third Parties (type Societe or Contact). Acumatica's AccountClass (Customer/Vendor/Both) maps to Dolibarr's Client and Fournisseur flags on the Third Party. Address, phone, email, tax ID, and payment terms map directly. Multi-tenant CompanyID isolation is enforced during extraction so that records from the correct tenant are mapped to a single Dolibarr instance.

Acumatica Vendors map to Dolibarr Third Parties with the Fournisseur flag enabled. AP settings, tax categories, and payment terms map to Dolibarr's payment term and bank account fields on the Third Party. Vendor-specific custom fields (UDFs on Vendor DAC) require pre-discovery via Acumatica's schema endpoint and manual configuration of matching Extra fields in Dolibarr before migration.

Acumatica Inventory Items map to Dolibarr Products. Stock items carry warehouse-specific quantity data (AvailabilityQty) that migrates to Dolibarr's warehouse stock report if the Stock module is activated. Unit of measure, item category, cost method (Standard/Average/FIFO), and the stock/non-stock flag map to Dolibarr's Product type, nature, and cost accounting fields.

Acumatica GL Accounts map to Dolibarr Accounting accounts. Account class, type, subaccount mask, and active/inactive status migrate to Dolibarr's account category, type, and active flags. Subaccount segmentation in Acumatica (subaccount mask defines segment count and length) must be flattened or restructured for Dolibarr's flat accounting plan. We flag this for the customer's accountant to validate the chart restructuring before migration.

Acumatica Projects map to Dolibarr Projects if the Project module is activated. Project hierarchy, budget data, tasks, and employee assignments migrate as Dolibarr Project tasks and time tracking entries. Project attributes and custom fields require manual Extra field setup in Dolibarr before data load. Note that Dolibarr Projects lacks the advanced change-order and project-billing workflows available in Acumatica's Project Accounting module; we document the gap for the customer.

Acumatica Sales Orders map to Dolibarr Customer Orders (with the Orders module activated). Line items, fulfillment details, and document status (quote, sales order, partially shipped, shipped, invoiced) migrate to Dolibarr's order lines with product references resolved to the migrated Product records. Tax calculation settings on Acumatica customers and items are translated to Dolibarr tax rules and must be reconfigured post-migration.

Acumatica Purchase Orders map to Dolibarr Supplier Orders. Vendor reference, line items, receipt links, and amendment history migrate as Dolibarr order lines and reception records. Receipts and amendments are separate schemas in Acumatica and map to Dolibarr receptions linked to the supplier order. Document status maps to Dolibarr's order status workflow (draft, validated, approved, received).

Acumatica AR Invoices migrate to Dolibarr Customer Invoices. Open invoices carry payment schedules and aging data; historical invoices migrate as closed records. Tax, payment terms, and aging schedules map to Dolibarr's invoice lines and due date settings. Note that Dolibarr's invoice numbering is controlled by the fiscal year template; we coordinate the numbering sequence to avoid conflicts with existing Dolibarr documents.

Acumatica AP Invoices map to Dolibarr Supplier Invoices with the same mapping logic as AR invoices applied to the supplier side. Payment terms, tax categories, and GL allocation from Acumatica's distribution table migrate to Dolibarr's invoice lines and accounting account assignments.

Acumatica Employee records map to Dolibarr Users (for system access) and optionally to Third Parties (for HR-related records such as sick leave and expense reports if the HR module is activated). Employment status, department, job title, and earning codes migrate. Effective-dated compensation rows migrate as separate entries.

Acumatica Warehouses with bin structures map to Dolibarr Warehouses. Multi-warehouse configurations are preserved with location-specific inventory assignments on items. Bin structures in Acumatica do not have a direct Dolibarr equivalent; we map warehouse-level stock only and flag the bin-level detail for manual reconciliation.

Acumatica Note records store entity-linked text in the Note table with NoteID as the key. We extract Note text, EntityID, and EntityType and map them to Dolibarr Notes attached to the corresponding migrated Third Party, Product, or Project record. Dolibarr stores attachments in /documents/ with database links; we extract NoteDoc binaries from Acumatica and re-link them as Dolibarr attachments on the same entity.

Acumatica tax categories, zones, and rules migrate to Dolibarr Tax and VAT setup as configuration data rather than records. Tax rules in Acumatica use customer and item tax settings combined with zone-based rates; Dolibarr uses a simpler tax model with taxes assigned per product/category and per supplier/customer. We deliver a tax mapping table and the customer configures Dolibarr's tax rules before the invoice migration phase begins.