Migrate from eFacto ERP to Dolibarr ERP

eFacto stores account codes in a flat SQL-based chart (G/L codes, account types, and posting rules). Dolibarr requires a double-entry accounting structure where each account is a Bank or Cash account linked to a journal. We extract eFacto's account master, map each G/L code to a corresponding Dolibarr account type (accounting account type = Banque, Caisse, or Credit), and configure the accounting journal before any transaction import. Inactive accounts in eFacto are mapped to Dolibarr accounts with statut = 0 (inactive) for the customer's admin to review and reactivate as needed.

eFacto Customer records include billing and shipping addresses, payment terms, GSTIN registration, and credit limits. Dolibarr uses a unified Third Party object where the categorie (customer or supplier) is set per record. We deduplicate by phone and email, map eFacto's GSTIN to a custom Dolibarr field (Options for Third Party) for GSTIN compliance, and set the payment term from eFacto's credit_days into Dolibarr's cond_reglement. Customer addresses migrate to Dolibarr's address block (street, zip, town, country).

eFacto Vendor records mirror Customer structure with additional fields for PAN/TIN registration and banking details for payment processing. We map vendors to Dolibarr Third Parties with categorie = Fournisseur, preserving PAN/TIN in a custom field, bank account details in Dolibarr's Ripro and IBAN fields, and purchase payment terms from eFacto's vendor terms. Outstanding purchase order references are carried forward as open PO links against the Third Party record.

eFacto Items carry SKU, description, unit of measure, cost price, selling price, and per-warehouse stock levels. Dolibarr Product records support the same fields plus batch/lot tracking and multi-price tiers. We map eFacto's unit of measure to Dolibarr's unit_of_measure field, eFacto's cost price to Dolibarr's cost_price, and eFacto's selling price to the primary price on the default price level. Variant data (size, color) from eFacto's BOM and variant schema splits into Dolibarr's Product Combination feature.

eFacto BOM (Bill of Materials) structures for manufactured items map to Dolibarr's Manufacturing module BOM entries. Each BOM header and its component lines (item, quantity, unit, position) transfer as Dolibarr llx_product_bom records. The Manufacturing module must be enabled in Dolibarr before this import runs. Customers without the Manufacturing module can archive BOM definitions as Product notes and enable the module later.

We flag open Accounts Receivable invoices and credit notes as of the migration date. Partial payments are carried forward as Dolibarr payment records linked to the invoice, keeping the outstanding balance accurate rather than resetting to zero. Each invoice migrates with full line-item detail, tax amounts, and the eFacto invoice number preserved as a reference. Closed invoices are archived as paid invoices in Dolibarr and not marked open. The migration-as-of date is configurable and agreed with the customer before import.

Open Accounts Payable supplier invoices migrate to Dolibarr supplier invoices in the same way as AR, with partial payments preserved as payment records against the invoice. Credit notes from eFacto vendors migrate as negative-amount supplier invoices or credit notes in Dolibarr depending on how the vendor recorded them. We flag invoices past due date as overdue in Dolibarr by setting their due date and running a reconciliation pass after import.

Open Sales Orders from eFacto migrate with full line-item detail and are linked to the corresponding Third Party (customer) record via the customer_id lookup. Cancelled or fully fulfilled orders are archived and not imported. Dolibarr Order status (Draft, Validated, Shipped, Closed) is mapped from eFacto's order_status field. If eFacto tracks order reference numbers, we preserve them in Dolibarr's ref_customer field.

Open Purchase Orders migrate to Dolibarr supplier orders with vendor details, line items, and quantities, linked to the vendor Third Party record. eFacto's PO reference number maps to Dolibarr's ref_supplier field for cross-system audit trails. Fulfilled or cancelled purchase orders are excluded from import and archived in the eFacto export for reference only.

eFacto POS receipts are stored in a separate transaction log from the accounting ledger and do not auto-link to G/L entries. We aggregate daily POS totals and create individual Bank or Cash transaction entries in Dolibarr per shift or per cashier, depending on the customer's reconciliation requirements. Each transaction entry references the original eFacto receipt number and tender type. If Dolibarr's POS module is enabled, we evaluate whether to use POS invoices instead of direct bank entries on a case-by-case basis during scoping. We flag the POS-to-bank reconciliation decision for the customer's accountant to confirm before migration runs.

Current stock quantities are extracted per warehouse from eFacto's inventory ledger. We map each eFacto warehouse to a corresponding Dolibarr entrepot, set the stock-as-of date, and import current quantities as Dolibarr stock entries (reel quantity per product per entrepot). Historical stock valuation entries are not migrated; Dolibarr recreates the stock value based on the current quantity and the migrated cost_price from the Product record. If batch or lot tracking is active in eFacto, batch numbers and expiry dates migrate as Dolibarr batch entries.

eFacto Employee master records include designation, department, and salary details. We migrate employee records as Dolibarr Users with the HR module enabled, mapping eFacto's designation to the job title, department to a Dolibarr group, and salary structure notes to the user's personal description. Payroll transaction history is not migrated; it stays in eFacto's HR/payroll records for audit and is recreated in Dolibarr's HR module or a dedicated payroll tool. Employee login credentials must be provisioned manually by the Dolibarr admin before cutover.