Migrate from Base ERP to Dolibarr ERP

Base ERP Offers span physical products and service listings without a consistent type flag. We split at migration time using product dimensions, weight fields, and naming conventions to classify physical goods as Dolibarr Product records and non-physical items as Dolibarr Service records. SKU maps to ref (product reference), name maps to label, description maps to description. Custom product fields from Base ERP migrate as extrafields on the corresponding Dolibarr object.

Base ERP Warehouses map directly to Dolibarr Stock Locations under the Stock module. We activate the Stock module in Dolibarr during configuration if not already enabled. Each source Warehouse becomes a Dolibarr entrepot with its name and address preserved. Multi-warehouse accounts require Warehouse type to be set (customer warehouse, supplier warehouse, inventory warehouse) per Dolibarr's entrepot type classification.

Real-time stock quantities per Warehouse per Product migrate as Dolibarr Stock Movement entries with movement type set to manual correction (TypeMovement = 3) so the quantities land as the opening balance without triggering reorder logic. We take a point-in-time stock snapshot at migration start to ensure a consistent baseline before live sync resumes in Base ERP or at the new destination.

Base ERP per-channel and per-quantity-tier pricing rules require expansion into Dolibarr's Multi-price module. We create a Price Multi customer-level price per source pricing rule, then map channel-specific pricing to Dolibarr customer category price lists. Quantity-tier pricing becomes Dolibarr quantity-based price breaks on the Product Price card.

Base ERP Orders map to Dolibarr Customer Order records for confirmed sales and Proposal (quotation) records for pre-confirmed orders. We classify by order status: confirmed and in-progress orders become Dolibarr customer orders; draft or pending orders become proposals. Order line items map to order lines with Product reference, quantity, unit price, and VAT rate. Shipping address becomes the delivery address on the order.

Base ERP customers map to Dolibarr Third Party records with Type = Customer (client type flag). Customer name, address, phone, email, VAT number, and SIRET/SIREN map to their Dolibarr equivalents. Customer-specific pricing rules from Base ERP become Dolibarr customer price agreements (prix spécifiques) on the Third Party record.

Base ERP suppliers map to Dolibarr Third Party records with Type = Supplier (fournisseur flag). Supplier code, contact name, email, and address map directly. We flag the Third Party as supplier and link any migrated purchase orders to it. Suppliers without any order history still migrate as Third Party records for future procurement use.

Base ERP BaseLinker connector profiles store channel type, listing IDs, sync rules, and non-exportable credentials. We export the connector mapping table (channel, offer ID, sync status) as a written configuration document. Customers must manually re-enter API credentials at the destination. We document every channel-to-product mapping so nothing is lost during reconnection. This is a configuration handoff, not a data migration.

Base ERP users with roles (Admin, Operator, Warehouse Manager) map to Dolibarr User records. We match by email and preserve role assignments as Dolibarr permission profiles. Base ERP warehouse-level operator assignments map to Dolibarr warehouse-specific user permissions if the Stock module's advanced permissions are enabled. Inactive users from Base ERP migrate as inactive Dolibarr users for audit continuity.

Base ERP custom product fields (certifications, seasonal flags, custom dimensions) export as extra columns in the product CSV. We create matching extrafield definitions in Dolibarr's Products and Services tables using the ExtraFields module, type-cast values (date, integer, select, text), and attach them to the migrated records. Custom field metadata is preserved in a migration reference document.

The Base ERP Inventory Control module is explicitly beta. We extract its current schema version and data snapshot before migration, store it as a versioned JSON export, and load it into Dolibarr as a separate Stock Movement log with a migration_note flag. Customers should validate this data manually after migration because the beta schema may change between now and general availability.

Base ERP does not natively generate invoices—these are typically handled by external accounting integrated via BaseLinker. If any invoice records exist in Base ERP (e.g., from a connected module or legacy data), we map them to Dolibarr Customer Invoice records. For most accounts, invoice data is not present in Base ERP and customers export from their external accounting tool separately. We flag this explicitly in the pre-migration audit.