Migrate from Elvis Business ERP to Dolibarr ERP

Elvis Customer records map to Dolibarr ThirdParty with the Customer flag enabled. We extract customer name, address, contact email, phone, payment terms, and any VAT number from Elvis and map them to Dolibarr's siret (for French businesses), email, phone, address fields. Dolibarr's Mode=Customer is set via the tms (third-party type) flag. If Elvis stores customer-specific pricing tiers, we map those to Dolibarr's price level configuration per third-party.

Elvis Vendor records map to Dolibarr ThirdParty with the Supplier flag enabled. Banking details (account number, SWIFT/BIC) from Elvis map to RIB fields in Dolibarr's Bank Account record linked to the supplier third-party. Any vendor classification or category from Elvis collapses to Dolibarr's Categorie (category) system.

Elvis Items (products or services) map to Dolibarr Product records. SKU from Elvis maps to ref (reference); item description maps to label; unit cost maps to cost_price; selling price maps to price (with price level handling if multiple tiers exist). Physical items get ProductType=0; services get ProductType=1. If Elvis uses multi-level category hierarchies, we flatten them into Dolibarr's single-level Categorie structure.

Elvis Chart of Accounts maps to Dolibarr's accounting module Account records. Account number, account name, and account type (Asset, Liability, Revenue, Expense) transfer directly if Elvis provides a structured export with account type classification. If Elvis stores debit/credit normal balance, we map that to the classe (class) field in Dolibarr's French accounting plan structure. Dolibarr supports PCG (Plan Comptable General) for French businesses; we confirm the target chart structure during discovery.

Elvis Open AP (unpaid vendor invoices) migrate to Dolibarr Facture Fournisseur records with status=unpaid and an open balance. Reference number, vendor link, invoice date, due date, and open amount transfer. We flag reconciled AP (invoices with matching payment records) as paid and link them to the corresponding Paiement record. Full AP aging reports should reconcile against Dolibarr's built-in supplier invoice aging after migration.

Elvis Open AR (unpaid customer invoices) migrate to Dolibarr Facture Client records with status=open and remaining amount due. Invoice number, customer link, invoice date, due date, and open amount transfer. We preserve the payment terms and overdue status from Elvis. Voided or credit memos migrate as Facture Client with negative amounts or the appropriate reversal type per Dolibarr conventions.

Historical invoices from Elvis (paid, open, voided) migrate to Dolibarr Facture records. Invoice status (paid, open, cancelled) maps to Dolibarr's fk_statut field. Line items migrate as FactureLigne records with product reference, quantity, unit price, and VAT. We do not migrate invoice PDFs as Dolibarr native attachments unless the customer explicitly requests it; PDF storage is handled separately as document files linked to the Facture record.

Elvis User records map to Dolibarr User. We extract login name, full name, email address, and role assignments. Elvis role names are mapped to Dolibarr's permission model—each Dolibarr module (ThirdParty, Facture, Stock, etc.) has its own permission set (read, create, write, delete, export per module). We deliver a role mapping table during scoping and apply the mapped permissions during user import.

Elvis uploaded files attached to records (invoices, customer records, vendor records) are exported as files and re-uploaded to Dolibarr with a parent link maintained. We build a document manifest during extraction that maps each file to its parent record type (Facture, ThirdParty) and record ID. Dolibarr stores documents in its documents directory; we re-associate each file to the correct record using Dolibarr's object_model field or equivalent parent reference after import.

Any custom fields on Elvis records (Customers, Vendors, Items, Invoices) map to Dolibarr Extrafields. We create the extrafield schema in Dolibarr before data import, matching the data type: text fields to varchar, numbers to int or float, dates to datetime, and multi-value fields to the appropriate Dolibarr extrafield type. Custom field mapping is confirmed during the discovery phase when we obtain a sample of Elvis's actual data structure.

If Elvis HR module stores employee records beyond basic login accounts, those may map to Dolibarr'shrmodule (if activated) or to a Project-based structure in Dolibarr. Elvis HR data such as department, job title, and employment status require custom extrafield mapping or a separate Dolibarr add-on for full HR functionality. We clarify HR scope during discovery to determine whether Dolibarr's base HR module is sufficient or whether a DoliStore HR add-on is needed.

If Elvis stores customer interactions (calls, meetings, tasks) within its CRM module, those migrate to Dolibarr ActionComm (agenda events) or Note records linked to the corresponding ThirdParty. The mapping depends on what Elvis exports: meeting-type events go to ActionComm with fulldayevent=0 and the appropriate type (call, meeting, email); general notes and tasks go to Dolibarr Note or Task records. We resolve the ThirdParty parent record via email match when linking engagements.