Migrate from CLEAR Media ERP to Dolibarr ERP

CLEAR Productions map to Dolibarr Projects. Each Production carries a name, type (feature, series, commercial), and date range that transfer to Project name, description, and date fields. We map the Production type to a Project category or tag in Dolibarr to preserve classification. Productions serve as top-level containers in CLEAR, equivalent to Projects in Dolibarr, so the 1:1 mapping is straightforward provided the destination instance has the Project module activated.

CLEAR Dailies records do not have a direct Dolibarr equivalent. We map Dailies to a secondary Project record or a Project sub-task, with shoot date, unit, and sequence metadata stored in custom fields on the Project. The Dailies-to-Asset version relationship is preserved as a note attachment. We flag that Dailies are daily footage groupings that have no native Dolibarr construct; the mapping relies on custom field activation in Dolibarr and agreement on metadata taxonomy during scoping.

CLEAR Assets (cuts, playlists, masters, proxy files) map to Dolibarr Products with document attachments. Format, resolution, codec, and transcoding status transfer to custom fields on the Product record since Dolibarr's standard Product object does not include media-specific fields. Asset URLs pointing to cloud storage are preserved as external URL fields; if cloud access is revoked post-migration these links become orphaned, and we flag this during scoping.

CLEAR Work Orders map to Dolibarr Tasks linked to the corresponding Project. Assignees, due dates, status, and asset references transfer. A single CLEAR Work Order may reference multiple Assets, which we split into separate Task-Product links in Dolibarr. Work Order type (creative task vs machine-rendered task) maps to a Task category or tag. Note: Dolibarr Tasks do not natively support the billing sub-system that CLEAR embeds in Work Orders; billed amounts are held for post-migration invoice entry.

CLEAR Users transfer to Dolibarr Users by email match. Display name, email, and internal role transfer cleanly, but permissions and access scopes are destination-specific. We map CLEAR role names to the closest Dolibarr permission group (Admin, Standard, Read-only) and flag any roles without a clear Dolibarr equivalent for the customer's admin to configure post-migration. External collaborators without an email login in CLEAR map to Dolibarr Contacts if they need to receive task notifications.

CLEAR Customers and Vendors both map to Dolibarr Third Parties, using the Supplier contact type for vendors and Customer type for clients. Address, email, phone, and entity type transfer. Any CLEAR-specific billing fields not present in the source record are flagged and omitted. We recommend separating Customers and Vendors into distinct Third Party categories during migration to preserve entity taxonomy; this is a configuration step in Dolibarr.

CLEAR Items (deliverables, equipment, services tracked for billing within a Production) map to Dolibarr Products. Unit cost, description, and item type transfer directly. Custom Items properties migrate to Dolibarr extra fields on the Product record. If the Production carries Items with billing amounts, we note these for Work Order billing reconciliation in the post-migration invoice phase.

CLEAR Documents (contracts, briefs, approval sign-off sheets attached to Productions or Work Orders) migrate as Dolibarr document records linked via the document management module to the corresponding Project or Task. We extract name, type, date, owner, and the file reference. If the original files are stored in CLEAR's cloud storage, we preserve the URL; if the files themselves are needed, that requires a separate file-transfer scope.

CLEAR approval chains (approver, timestamp, decision) do not have a native Dolibarr equivalent. We map approval status to a custom field or structured note on the Project or Task record, capturing the approver name, decision (approved/rejected), and timestamp. If the customer requires formal approval workflows in Dolibarr, the Approval module must be activated and configured post-migration; this is outside the data-migration scope.

CLEAR does not expose a general-purpose Chart of Accounts. Financial ledgers are managed within the Work Order billing sub-system and are not independently exportable. We do not migrate Chart of Accounts from CLEAR. If the customer needs a financial chart in Dolibarr, we recommend setting it up from a standard template post-migration rather than migrating from a closed source.

CLEAR does not expose treasury or bank account objects. Open AP/AR balances are not stored as independent records and cannot be migrated as such. We flag this gap and recommend establishing Dolibarr bank accounts from scratch post-migration.

Work Orders carrying financial billing values require post-migration invoice entry in Dolibarr. We extract the billed amount, currency, and Work Order reference during migration, produce a reconciliation report, and hand off to the customer's admin to create corresponding Dolibarr Invoices. The Work Order billing sub-system in CLEAR does not map to a live Dolibarr object and must be entered manually or through a follow-on invoice-migration engagement.