Migrate from Certinia ERP Cloud to Dolibarr ERP

Certinia Accounts with multi-entity assignments map to Dolibarr Third Parties (table llx_societe). Each entity assignment in Certinia becomes a separate Third Party record in Dolibarr with its own code, address, and customer/supplier flag. We resolve multi-entity assignments during staging so that each entity maps to the correct Dolibarr third-party code prefix before import.

Certinia Contacts map to Dolibarr Contacts linked to the parent Third Party. Contact roles and opportunity associations migrate as Dolibarr contact properties and categories. Email, phone, and address fields map directly; any Salesforce Contact custom properties on Certinia packages become Dolibarr extra fields requiring module activation.

Certinia Opportunities map to Dolibarr Commercial Proposals or to an opportunity-tracking third-party module depending on the customer's Dolibarr configuration. StageName maps to Proposal Status (Draft, Open, Signed, Closed). Closed-Won Opportunities can be mapped to Dolibarr Orders or Contracts if those modules are activated. PSA extension fields (estimated hours, project start dates) migrate as extra fields on the Proposal record.

Certinia PSA Project records map to Dolibarr Projects. Project status, milestones, and budget hierarchies transfer as Project records with task-level granularity. Resource assignment records (Resources linked to Projects) migrate as Project task assignments with allocation percentages. Certinia project-level financial data requires the Dolibarr Project module with billing activated.

Certinia Billing Events generate invoice headers and line items that map to Dolibarr Customer Invoices. We preserve the billing event header and line items but flag any custom billing rule configurations for manual review. AR records must be migrated in the same run to maintain open-invoice integrity; we stage AR reconciliation after invoice import.

Certinia Financial Management Fixed Asset records map to Dolibarr Asset records with depreciation schedules, asset categories, and book values preserved. Dolibarr's asset management module must be activated; if not present in the destination instance, we flag this as a module-dependency requiring installation before asset import.

GL entries include Certinia's multi-dimensional analysis fields (region, department, project) that require Dolibarr chart of accounts setup before posting. We stage GL data and flag any unmapped account codes; the destination chart of accounts must be configured to receive multi-dimensional entries or dimensional analysis fields are consolidated into a single accounting dimension per Dolibarr's native constraint.

Certinia POs and AP records map to Dolibarr Supplier Orders and Supplier Invoices. Approval workflows and vendor assignments transfer as order status and contact links. Approval history is not exported via Certinia API and must be manually preserved if required for audit; we document this gap in the migration scope letter.

Certinia SCM Product Mapping records from the SCM Accounting Connector require mapping to Dolibarr Product records. Certinia's own internal migration documentation renames Freight and Handling to Freight and Customer Deposit to Deposit when migrating from SCM Accounting Connector to Supply Chain Management. We capture exact line type values at export and remap to the new names at import, preserving reporting continuity and avoiding orphaned line-type assignments.

Certinia Salesforce Users map to Dolibarr Users with PSA Resource Management attributes (skills, utilization targets, cost rates) requiring mapping to Dolibarr User properties or a third-party resource management module. We migrate the user record and separately map the PSA resource attributes as Dolibarr User extra fields if the HRM module is active.

Certinia Assignment records linking Resources to Projects with booking dates, allocation percentages, and skills map to Dolibarr Project Task assignments. We preserve the booking record but note that Certinia resource skillsets stored as custom fields require Dolibarr extra field creation or a third-party HR skill matrix module.

Certinia PSA Milestone objects tracking project deliverable due dates and completion status map to Dolibarr Project Tasks with milestone flags. Milestone dependencies (successor/predecessor) are stored as separate relationship records that we capture and reconstruct as task parent-child hierarchies in Dolibarr.

Certinia custom objects built within the FinancialForce/Certinia managed package are accessible via Salesforce API and map to Dolibarr extra fields on standard objects or custom database tables. We export custom object definitions and data together and flag whether the destination Dolibarr instance has the relevant modules activated to receive them. Complex custom objects may require a Dolibarr developer to implement a custom module.

Certinia PSA Budget records linking to Projects and tracking cost/revenue planned vs. actual map to Dolibarr Project budget lines. Budget types (rate-based, fixed, expense-only) carry different field sets requiring type-aware mapping during import. Dolibarr's native Project module supports budget tracking if the commercial extension is activated.