Migrate from Exact Globe to Dolibarr ERP

Exact Globe's Accounts table covers both debtors and creditors in a single schema with an AccountType or IsSupplier flag. We split this into Dolibarr ThirdParty records: those flagged as IsCustomer or IsSupplier in Exact Globe create separate ThirdParty entries in Dolibarr with the appropriate type designation. Address, contact info, VAT number, and payment terms migrate to Dolibarr's socpeople and societe tables. The dedupe key is AccountCode or VAT number.

Exact Globe stores GL accounts in the Chart of Accounts and journal entries in separate header (FinancialEntry) and line (FinancialEntryLine) tables. Dolibarr's accounting module uses a double-entry bookkeeping model with account codes, debit/credit amounts, and GegenCoA account assignments. We extract the Chart of Accounts from Exact Globe as Dolibarr Account records, then map journal lines to Dolibarr Bookkeeping entries. Locked or reconciled periods require date-range scoping; if the destination fiscal year calendar differs, we flag depreciation schedule recalculation requirements.

Exact Globe splits invoices into InvoiceHeader and InvoiceLine tables with invoice number keys linking them. We extract both and reassemble into Dolibarr Facture import format with line items, tax codes, payment terms, and status flags (Draft, Validated, Paid). Exact Globe's payment terms codes map to Dolibarr's cond_reglement and cond_reglement_supplier. Customer invoices and supplier invoices migrate to their respective Dolibarr types.

Exact Globe Items (products, services, variants) map to Dolibarr Product records. Item code, description, unit of measure, cost price, and sales price transfer directly. Service items map to Dolibarr type=service. Exact Globe's item type (Stock, Non-Stock, Service) maps to Dolibarr's pmp, price_min, and price_base_type fields. Variants require custom field mapping since Dolibarr's variant support is limited to basic product combinations.

Exact Globe BOMs define multi-level product structures with component items, quantities, and routing steps. Dolibarr supports only single-level BOM recipes with no multi-level sub-assembly traversal. We flatten Exact Globe's recursive BOM structures into Dolibarr's first-level BOM components and flag any second-level-or-deeper assembly for manual rebuild in Dolibarr. Routing steps and shop floor scheduling have no Dolibarr equivalent and are excluded from automated migration scope.

Exact Globe splits orders into OrderHeader and OrderLine tables. We extract both, preserving order status (Open, Processed, Invoiced) and back-order relationships through ID key mapping. Dolibarr Commande records are created with line items, shipping address, and payment terms. Partial shipment flags from Exact Globe require review since Dolibarr's shipment module may need activation.

Exact Globe Quotations are header-level documents with line items and a conversion status flag (Expired, Converted to Order). We map to Dolibarr Propal records with the same line structure. Expired quotations are imported as Draft; converted quotations are imported with the converted status. Exact Globe's quotation validity period maps to Dolibarr's validity date fields.

Exact Globe Project accounting includes project headers, cost categories, billing methods, and budget data. Project-related time entries are a separate object in Exact Globe. We map project headers to Dolibarr Projet records, cost categories to Dolibarr's expense categories, and billing method to Dolibarr's project billing configuration. If the customer uses Exact Globe's project billing features, Dolibarr's Project module must be activated before migration.

Exact Globe HR covers employee records, compensation, and org structure with effective-dated changes stored transactionally. Dolibarr represents employees as User records with contact details, salary, and contract type fields in the HR module. Effective-dated compensation history requires careful sequencing during export to preserve historical records. Dolibarr's HR module must be active for employee migration; without it, User records serve as basic contact placeholders.

Exact Globe Contact persons are linked to Accounts but have independent records. We extract name, role, email, phone, and address fields and map to Dolibarr socpeople records linked to the corresponding ThirdParty. Ownership and lifecycle-stage assignments from Exact Globe custom fields map to Dolibarr extra fields on socpeople.

Exact Globe's Chart of Accounts (account codes, descriptions, account groups) maps to Dolibarr's accounting plan de compte. Account codes and descriptions transfer directly. Account groups and category mappings from Exact Globe require mapping to Dolibarr's accounting group structure. Posted journal entry history is a separate extraction from the chart-of-accounts master data.

Exact Globe Fixed Asset records include acquisition cost, depreciation method, book value, and asset class. Dolibarr's asset module (available as a paid module) handles fixed asset tracking. Depreciation schedules must be recalculated in Dolibarr if the destination fiscal year calendar differs from Exact Globe's, requiring a depreciation recalculation flag during migration scoping. Asset class mapping transfers to Dolibarr's asset category fields.

Exact Globe allows custom fields (text, long, double, date, bit) on 14 standard tables including Accounts, Financial Entries, Invoices, Items, Orders, Projects, HR, and Contact persons. We catalog every custom field during discovery, map field types to Dolibarr's ExtraFields format, and pre-create the destination extra field definitions before the load phase. Field names and types are locked per Exact Globe schema and must be confirmed before extraction.