Migrate from COINCAP ERP to Dolibarr ERP

COINCAP ERP finance module stores the full account hierarchy—asset, liability, income, and expense accounts—along with Indian GST/SGST/CGST/IGST tax codes embedded in each account record. We extract the complete account structure, resolve the GST tax rate associated with each account, and map it to a Dolibarr Account record with its account_type category and the relevant VAT declaration configuration set in Dolibarr's accounting module. Indian accounting conventions (dual-entry, GST-ledger alignment) are preserved; the destination chart of accounts is validated by the customer's finance team before import.

COINCAP ERP maintains a combined party master for customers and vendors within its trading module. We extract customer records with contact details, GST registration number (GSTIN), payment terms, and address blocks. Each COINCAP customer record maps to a Dolibarr Third Party record with the IsACustomer flag set, the GSTIN stored in the dolibarr_extrafields tax_number field, and address blocks mapped to Dolibarr's address model. Multiple address records in COINCAP (billing, shipping) split into separate Dolibarr address records linked to the same Third Party.

COINCAP vendor records extract from the same combined party master as customers, distinguished by a party_type flag. Vendor records map to Dolibarr Third Party with IsASupplier flag set. GSTIN, PAN number, and payment terms migrate as extra fields. COINCAP vendor-specific fields (TDS deduction category, MSME status) map to Dolibarr's supplierinfo extended fields.

COINCAP inventory module stores item masters with item codes, descriptions, UOM (unit of measure), pricing tiers, and item category (raw material, semi-finished, finished goods). We extract the full item master and map each record to a Dolibarr Product. The item category maps to Dolibarr's ptype field (product, service). UOM conversions (pieces to boxes, kg to tonnes) migrate as Dolibarr unit-of-measure definitions.

COINCAP inventory balances per item per warehouse extract as a separate dataset. Each balance maps to a Dolibarr Stock record linked to the corresponding Product and Warehouse. Multi-warehouse deployments in COINCAP map to multiple Dolibarr Warehouse records created during schema setup. Stock value in COINCAP's base currency aligns with Dolibarr's PMP (weighted average price) calculation.

COINCAP production module stores multi-level BOM hierarchies for manufactured items. We extract the BOM structure (parent item, child components, quantities per BOM unit, operation sequence) and map it to Dolibarr's BOM records under the MRP module. Multi-level BOMs require recursive resolution: we flatten the hierarchy during extraction and reconstruct it as nested BOM objects in Dolibarr, with the top-level BOM set as the manufactured product and sub-assemblies as intermediate BOMs. The MRP module in Dolibarr is activated during module setup before BOM import begins.

COINCAP outstanding receivables extract as open invoice records with party reference, invoice number, invoice date, due date, outstanding amount, and currency. Each open receivable maps to a Dolibarr Facture (invoice) in the Non-Billed status with the open amount preserved. A corresponding accounting entry (Écriture Comptable) is created in Dolibarr's accounting module to reflect the open receivable on the customer's account. Aged trial balance data from COINCAP reconciles against Dolibarr's accounting balance report after import.

COINCAP outstanding payables extract as open supplier invoice records with vendor reference, invoice number, invoice date, due date, outstanding amount, and GST component values. Each open payable maps to a Dolibarr Facture (supplier invoice) with open amount preserved and a corresponding accounting entry in the accounts payable ledger. TDS deductions recorded in COINCAP map to withholding tax configuration in Dolibarr's accounting module.

COINCAP vouchers—sales invoices, delivery challans, sales returns—extract as transaction records with line items, tax amounts, and party references. Each COINCAP sales voucher maps to a Dolibarr Facture for invoiced records and a Dolibarr Commande for order records. Line items resolve to Dolibarr Product references created during the item master import. GST tax breakdown (CGST, SGST, or IGST) maps to the corresponding VAT collect account in Dolibarr's accounting setup.

COINCAP purchase vouchers—purchase invoices, GRN records, purchase returns—extract with vendor reference, line items, and tax components. Each purchase voucher maps to a Dolibarr Facture (supplier invoice) or Commande (supplier order). The COINCAP GST input tax credit is mapped to the relevant VAT collect account in Dolibarr. Purchase returns map as credit notes (Avoir) in Dolibarr.

COINCAP journal vouchers—contra entries, adjustments, depreciation postings—extract as journal lines with debit and credit amounts, account references, and narration. Each journal voucher maps to a Dolibarr Écriture Comptable record under the appropriate Journal (Général, Achats, or Ventes). We preserve the original COINCAP voucher number and date as metadata fields. Locked or reconciled entries in COINCAP are flagged as such and migrated with their reconciliation status for the customer's finance team to validate.

COINCAP user accounts with role-based module access map to Dolibarr User records. The COINCAP role (module-level access gates) maps to a Dolibarr permission set per module—for example, read/write on the accounting module, inventory access, purchasing approval. We extract user login names, display names, email addresses, and role assignments. Passwords and session tokens cannot be exported from COINCAP and are not migrated; users receive an onboarding email from Dolibarr to set new credentials.

COINCAP deployments across 11 industry verticals frequently add custom fields to standard objects—customer-specific cost centres, item-specific HS codes, voucher-level project codes. During the schema audit with COINCAP technical staff, we identify all active custom field definitions, their COINCAP data types, and the objects they attach to. Each custom field maps to a Dolibarr extrafields definition (text, select, date, int, float) created on the corresponding Dolibarr object before data import. Custom fields with picklist values in COINCAP map to Dolibarr select extrafields with the same value list. Industry-vertical custom fields require per-deployment scoping; there is no standard mapping.

COINCAP ERP stores scanned documents and attachments linked to transactions and master records. There is no documented public API endpoint for bulk attachment export. We identify all COINCAP records with linked documents during discovery and present three options: manual re-upload post-migration, a separate document-migration workstream with COINCAP vendor assistance (requiring custom export routines), or accepting that attachments will not migrate. Transaction PDFs and GST invoices may be available as printed output files rather than stored documents; the COINCAP team confirms during the vendor coordination phase.