Migrate from Edara to Dolibarr ERP

Edara's Chart of Accounts maps directly to Dolibarr's accounting account table (llx_accounting_account). We export all account codes, names, types (asset, liability, equity, income, expense), and active/inactive status. Dolibarr's accounting module must be activated before import, and the account codes must conform to the configuredaccounting_length system setting. Historical account balances from Edara's trial balance export map to Dolibarr's opening balance entry mechanism. If Edara's chart uses a non-numeric code scheme, we normalize to numeric-compatible codes per Dolibarr's accounting module requirements.

Edara Customer records with billing/shipping addresses, contact info, payment terms, and customer currency assignments map to Dolibarr Third Party records (llx_societe) with the Customer flag enabled. Edara's customer code and tax ID map to Dolibarr's code and siret/tva fields. Multiple contacts per customer in Edara map to Dolibarr contact records (llx_socpeople) linked via the fk_soc foreign key. If Edara stores customer-specific price lists, we flag these for manual Dolibarr price list configuration since Dolibarr manages pricing through separate price list modules rather than per-customer defaults.

Edara Vendor records map to Dolibarr Third Party with the Supplier flag. Vendor addresses, tax IDs, default payment terms, and bank details transfer to the llx_societe record. We check for duplicate vendor names during the import phase and flag any conflicts for the customer's admin to resolve before committing. Edara's vendor-specific purchase price assignments map to Dolibarr's supplier price lists under the Products module.

Edara Item master records including SKU, description, cost, price, unit-of-measure, and warehouse assignments map to Dolibarr Product records. We determine product type (stockable, service, assembly) from Edara's item type classification. Inventory valuation method per item (FIFO, average cost) maps to Dolibarr's stock valuation configuration at the warehouse level. Unit-of-measure conversions from Edara transfer to Dolibarr's uil table. Negative stock entries detected in Edara are flagged for the customer's inventory manager to investigate before inventory levels are committed to Dolibarr.

Edara open receivables with outstanding amounts, due dates, and multi-currency assignments require careful reconciliation during migration. We export Edara's AR aging report and create draft invoices in Dolibarr with the original document number preserved in the ref_client or import_key field. Currency assignments from Edara map to Dolibarr's MultiCurrency module with original and converted amounts stored. If Edara's open AR includes partially paid invoices, we create Dolibarr invoices at the remaining balance and note the original total in a custom field. Any discrepancy between the AR aging report and the general ledger is flagged for the customer's accountant to reconcile before we finalize the import.

Edara open payables map to Dolibarr supplier invoices (llx_facture_fourn) with vendor assignments and original document numbers preserved. Outstanding amounts and due dates transfer to Dolibarr's invoice fields, and multi-currency AP documents use Dolibarr's MultiCurrency module to store both the original currency amount and the converted amount in the base currency. Prepaid supplier invoices in Edara map to Dolibarr's prepayment mechanism under the supplier invoice module. Any AP aging discrepancies relative to the trial balance are flagged for manual reconciliation.

Edara Sales Orders (open and closed) migrate to Dolibarr Customer Orders (llx_commande). Line items, quantities, unit prices, and discount percentages transfer directly. Sales order status (Draft, Confirmed, Shipped, Completed, Cancelled) maps to Dolibarr statuts with the closest equivalent. If Edara stores sales order approvals, we preserve the approval status in a custom field since Dolibarr's standard workflow does not include approval gates on customer orders without the Workflow module. Edara Pro plan customers with over 30,000 historical orders require batched extraction aligned to monthly billing cycles; we coordinate this during discovery.

Edara Purchase Orders map to Dolibarr Supplier Orders (llx_commande_fournisseur). Vendor assignments, line items, quantities, and prices transfer as-is. PO approval status from Edara maps to a custom field in Dolibarr since standard supplier orders do not enforce approval workflows. Linked receipt records from Edara (goods received against a PO) map to Dolibarr's supplier order receipt mechanism. If Edara stores multi-currency purchase orders, we activate Dolibarr's MultiCurrency module before this import phase.

Edara warehouse records, stock levels, and bin locations map to Dolibarr warehouses and stock entries. Each Edara warehouse becomes a Dolibarr warehouse (llx_entrepot) with the description and address preserved. Current stock quantities per item per warehouse transfer to Dolibarr's stock movement table (llx_product_stock). Multi-warehouse setups in Edara map to multiple Dolibarr warehouses; if Edara uses bin locations, we note them in the warehouse description field and flag for the customer's warehouse manager to configure Dolibarr's location tracking module if needed. Negative stock entries in Edara are flagged for reconciliation before stock levels are committed.

Edara Fixed Asset records including acquisition cost, accumulated depreciation, depreciation method (straight-line, declining balance), and residual value map to Dolibarr's Asset module (requires activation). Only fully accessible on Edara Ultimate plan; Basic and Pro customers have limited visibility into fixed asset records. We export the depreciation schedule from Edara's financial reports and reconcile against the general ledger trial balance. Any discrepancy between the asset register and the general ledger is flagged for the customer's accountant to resolve before committing the asset ledger. Dolibarr's Asset module supports depreciation computation, but the customer must configure the accounting chart of accounts to accept asset-related journal entries.

Edara POS register definitions including base register fee, additional register assignments, and salesperson attributions do not have a direct Dolibarr equivalent in terms of billing association, but the POS functionality itself migrates. We export register configurations and salesperson assignments from Edara and recreate them in Dolibarr's Point of Sale module. Each Edara register becomes a Dolibarr cash control or point of sale terminal configuration. Salesperson attribution migrates as Dolibarr User records with the appropriate POS permissions. Note that Edara's per-register billing model does not apply in Dolibarr; POS usage has no incremental per-terminal charge on the self-hosted model.

Edara multi-currency transactions with exchange rate history map to Dolibarr's MultiCurrency module if the customer requires currency preservation. We export exchange rate history alongside transactional data (open AR/AP, orders) and configure Dolibarr's currency rates to match. Open AR/AP documents originally created in a foreign currency retain both the original amount and the converted base currency amount. If Edara's multi-currency support is used on Pro or Ultimate, we activate Dolibarr's MultiCurrency module before the corresponding import phases. Currency alignment between Edara and Dolibarr requires a scoping decision: the customer chooses whether to migrate with original currency amounts preserved or converted to a single base currency.