Migrate from ECOUNT ERP to Dolibarr ERP

ECOUNT Items with descriptions, codes, units, cost, price, and stock levels map to Dolibarr Products. We export the Item master via ECOUNT's Excel download, preserving the item type (finished goods, raw material, sub-assembly), stock tracking flags, and reorder points. Multi-BOM items carry BOM links that we resolve during the BOM migration phase. Dolibarr's product type (Product vs Service) is set from the ECOUNT item classification. Custom columns in the customer's upload template are mapped as Dolibarr ExtraFields on the Product object.

ECOUNT Customer master records map to Dolibarr Third Parties with the Category set to Customer. We extract contact details, payment terms, credit limits, outstanding balances, and any custom screen fields. The customer code in ECOUNT becomes the ref (reference) field in Dolibarr. Outstanding balance fields are migrated as read-only reference data since Dolibarr computes balances from open invoices rather than storing a static field.

ECOUNT Vendor records follow the same structure as Customers and map to Dolibarr Third Parties with Category set to Supplier. Vendor-specific fields such as lead time and preferred shipping terms migrate to Dolibarr ExtraFields on the Third Party object. The download-and-upload batch process mirrors the Customer migration workflow.

ECOUNT Sales Slips are transactional documents with header and line-item detail. We split them by document status: Draft slips map to Dolibarr Propal (Commercial Proposal); Confirmed slips map to Dolibarr Commandes (Customer Orders); Posted slips with payment status map to Dolibarr Factures (Invoices). Line items resolve to Dolibarr order lines with the Product reference matched from the Item migration. Tax codes map from ECOUNT tax settings to Dolibarr VAT rate configurations. Historical slip dates are preserved as invoice or order dates.

ECOUNT Purchase Slips map to Dolibarr Fournisseur Commandes (Supplier Orders) and Factures Fournisseur (Supplier Invoices) following the same draft/confirmed/posted split logic as Sales Slips. Incidental cost allocations (freight, duties, insurance) attached to purchase slips are migrated as separate line items with the expense category mapped to a Dolibarr product or expense account. We flag any ECOUNT purchase slip with currency differences for manual review.

ECOUNT BOMs support multiple BOMs per product and include process-level inventory adjustments. We export the BOM structure including sub-material links, quantities, unit-of-measure, and scrap factors. Multi-level BOMs (sub-assemblies with their own BOMs) are resolved recursively before import. Dolibarr's BOM module must be activated; if it is not, we document the BOM structure in a written inventory for your admin to configure. BOM routing (process steps) does not map directly and is included as a configuration note.

ECOUNT's accounting structure uses accounts, departments, and cost centers with customizable account codes. We map the full chart of accounts including account type (asset, liability, equity, revenue, expense) and department-level restrictions. Dolibarr's Accounting module must be activated to receive these records; if it is not, we deliver the account structure as a written plan for your admin to configure before opening the accounting period. ECOUNT department and cost center hierarchies map to Dolibarr'sanalytical accounting dimensions if the module is enabled.

ECOUNT stores employee data including attendance, compensation, and payroll history. We extract employee records and effective-dated compensation rows as separate imports, preserving historical pay rates and attendance summaries. Dolibarr's HRM module is separate from the core ERP; we map employee records and basic compensation history but do not migrate ECOUNT payroll calculation rules, tax withholdings, or payslip configurations because these are regulated by jurisdiction and require a local payroll implementation specialist. Attendance records migrate as notes or as HRM event entries depending on Dolibarr HRM module version.

ECOUNT Vouchers represent financial transactions including cash receipts, journal entries, and bank-related movements. We map them to Dolibarr Bank Account records and associated Bank Transaction lines. ECOUNT voucher types (payment, receipt, adjustment) map to Dolibarr payment types. Bank statement data from ECOUNT's bank statement service migrates as Dolibarr bank statement imports linked to the corresponding bank account.

ECOUNT allows per-company field additions, renames, and formula-driven fields on any input screen. These exist in the screen configuration rather than a standard schema. We request the customer's upload templates during discovery to identify all active columns. Each custom ECOUNT field maps to a Dolibarr ExtraField on the corresponding object (e.g., a custom field on the Item screen becomes an ExtraField on Product). Formula-driven fields are migrated as static values since Dolibarr does not replicate ECOUNT's calculation engine; a configuration note describes the original formula for your admin to re-implement if needed.

File attachments linked to ECOUNT slips and records are extracted by file reference. We download attachments, rename them using a migration naming convention that includes the ECOUNT record ID, and provide them as a file package with a manifest mapping each file to the destination Dolibarr record type and ID. Re-association in Dolibarr is done by your admin post-migration using the manifest as a guide, or via Dolibarr's document management module linking by reference number.

ECOUNT export invoices include L/C issuing bank details and shipper information beyond the standard sales slip. We extract the complete invoice history and map invoice headers to Dolibarr Factures. L/C bank details migrate to Dolibarr ExtraFields on the Third Party or the invoice, and shipper information migrates to ExtraFields on the shipping record. Packing lists are documented separately as a written note since Dolibarr handles shipping via its Expedition (shipping) module which may require activation and configuration.