Migrate from Herbst Insight ERP to Dolibarr ERP

Herbst Customer records (billing, shipping, contact details, credit-limit, payment-terms) map to Dolibarr ThirdParty records with the Client checkbox enabled. We map Customer code, name, address, email, phone, and VAT number directly. The Herbst Customer's credit-limit maps to the Dolibarr Conciergerie credit-limit field; payment-terms map to cond_reglement_code. Any multi-address structure in Herbst collapses to a single primary address with shipping address as a separate address record in Dolibarr's addresses table.

Herbst Supplier records map to Dolibarr ThirdParty with the Fournisseur checkbox enabled. We preserve supplier code, name, address, banking details, and purchasing terms. Open PO references attached to the Supplier account in Herbst are catalogued separately during scoping and escalated to the customer for disposition (carry forward, close, or archive) before migration.

Herbst Items (products with pricing, cost, stock-control settings, BOM data) map to Dolibarr Product records. The Item type (stockable, service, assembly) determines the Dolibarr type (Produit or Service). Primary SKU maps to ref; description maps to label; cost maps to cost_price; pricing maps to price level entries in the Dolibarr price database. Variant attributes for manufacturing items map to Dolibarr product_attribute rows if the productvariants module is activated.

Herbst's flexible nominal structure with full COA export maps directly to Dolibarr's double-entry accounting module. We preserve account codes, account names, and posting-level flags. Irish VAT codes and RCT payment retention codes map to Dolibarr tax rules as separate configuration entities. The chart of accounts must be activated in Dolibarr before any invoice or payment migration begins because accounting entries reference the COA at insert time.

Herbst open receivables migrate as Dolibarr Customer invoices with status draft or unpaid. Header records carry customer reference, invoice date, due date, and total; line items carry product references and amounts. The Herbst AR subledger reference is preserved in Dolibarr's fk_payment condition. We flag any orphaned invoice lines (lines without a matching customer reference) and escalate to the customer's finance lead before loading.

Herbst open payables migrate as Dolibarr Supplier invoices with status draft or unpaid. We map supplier reference, invoice date, due date, and total. Line items carry product/service references and amounts. RCT retention values from Herbst map to Dolibarr accounting entries on a dedicated retention account. Open AP and Open AR are migrated before historical transactions to establish the starting trial-balance reference in Dolibarr.

Herbst Sales Order history maps to Dolibarr Commande records with the Customer link established via ThirdParty foreign key. Order header status (Draft, Confirmed, Invoiced, Partial, Cancelled) maps to Dolibarr statut_commande. Line items map with product references, quantities, unit prices, and discount rates. Fulfillment links from Herbst are preserved as notes on the Dolibarr order record. Partial or voided orders require explicit value-mapping decisions during scoping and are flagged for customer sign-off.

Herbst Purchase Order history maps to Dolibarr CommandeFournisseur records with the Supplier link established via ThirdParty foreign key. Order status, line items, and amounts migrate in the same pattern as Sales Orders. Any open PO references attached to a Supplier account in Herbst are catalogued and either carried forward as open Dolibarr purchase orders or archived per the customer's instruction.

Herbst stock records include location, batch, and serial number fields that vary by warehouse configuration. We harmonize multi-warehouse stock records into Dolibarr warehouse entries. Bin-level data from Herbst maps to Dolibarr stock location descriptors if the stock warehouse module is activated. We validate stock quantities against a point-in-time snapshot taken during the extraction window to avoid post-extraction drift.

Herbst user records include role assignments and access permissions that do not map 1:1 to Dolibarr's module-level permission model. We extract the user list (name, email, login, status) and map to Dolibarr users. Permission fields from Herbst are catalogued as an inventory document for the customer's admin to reconfigure per Dolibarr's permission system (global or per-module, restricted to specific features). Active and inactive status migrates directly.

Herbst custom fields within modules map to Dolibarr ExtraFields on the equivalent entity. We catalog every custom field definition during discovery (field name, type, validation, module归属) and map to Dolibarr's extrafields table. Picklist-type custom fields map to Dolibarr's select or chkbxlst extrafield types. Any custom field with no Dolibarr equivalent is stored as a text-type extrafield and flagged for the customer to review post-migration.

Herbst payroll module stores effective-dated compensation, deduction codes, and payroll run history subject to Irish employment law compliance. We migrate payroll as summarised records (annual compensation totals, deduction code registry, most recent pay rate) rather than granular timesheet lines to avoid jurisdiction-mapping errors. The customer finance and HR leads must approve the payroll schema before any compensation data loads. Time-and-attendance records migrate as summary entries or are excluded if the destination Dolibarr instance does not activate the HR-timesheet module.