Migrate from iCast to Dolibarr ERP

iCast Customer records with payment terms, credit limits, and account managers map to Dolibarr Third Party records with Type set to Customer. The source payment terms map to Dolibarr's fk_payment_termout field. We extract customers first so that the Third Party IDs are available for linking during Sales Order and Invoice import. Duplicate detection uses company name and email as matching criteria.

iCast Vendor records map to Dolibarr Third Party with Type = Supplier. The source vendor account number maps to Dolibarr's code_fournisseur field for supplier code tracking. Vendor payment terms map to fk_payment_termout. We load all vendors before Purchase Orders so that the supplier linkage resolves correctly during PO import.

iCast inventory items with SKU, description, unit of measure, cost, and warehouse location map to Dolibarr Product records. The product_type field is set to 1 for stockable items matching iCast's inventory tracking. Unit of measure maps to Dolibarr's unit_of_measure field. Multi-location inventory from iCast (multiple warehouse assignments per item) maps to Dolibarr Warehouse records with inventory tracked per warehouse via the stock module.

iCast warehouse location codes map to Dolibarr Warehouse records created in the stock module. Each warehouse gets an address and manager assignment. The product-to-warehouse relationship is established via the和产品_stock table during inventory load, preserving per-location quantity on hand from iCast's last inventory snapshot.

Open and historical iCast Sales Orders map to Dolibarr Order records with the customer Third Party ID linked via fk_soc. Order status from iCast maps to Dolibarr's fk_statut field (0=Draft, 1=Validated, etc.). Line items, pricing, and quantities map to OrderLines with the Product reference resolved from the inventory mapping. We recommend closing open iCast orders and importing only current-state or recently closed orders to reduce complexity.

iCast Purchase Orders map to Dolibarr Supplier Order records with the vendor Third Party ID linked via fk_soc. Line items reference the Product records imported from iCast inventory. Expected delivery dates map to date_liv_expected. We map vendor-held PO references to the ref_supplier field for cross-system auditing.

iCast's hierarchical chart of accounts with account numbers, types, and parent-child relationships maps to Dolibarr's accounting module account structure. We create the full account hierarchy in Dolibarr's plan_comptable table before journal entry import so that all account references in journal lines resolve correctly. Account type mapping (asset, liability, equity, income, expense) follows Dolibarr's pcg_type field values.

iCast general journal entries with date, account references, debit/credit amounts, and memo fields map to Dolibarr accounting entries. We import journal lines with the account ID resolved to the new Dolibarr account codes, debit/credit amounts preserved, and the original iCast memo retained in the label field. Entries referencing accounts not yet created in Dolibarr go to a reconciliation queue for account creation before retry.

iCast User accounts with login, roles, and access permissions map to Dolibarr User records. We match by email address. Any iCast user without a corresponding Dolibarr user goes to a reconciliation queue for admin provisioning. Role structures require manual recreation in Dolibarr's Users and Rights management (DOLIBARR_ADMIN_ALL_PERMS flag) since role modeling differs from iCast.

iCast sales order line items map to Dolibarr OrderLine records linked to the parent Order via fk_commande. Each line references the Product ID resolved from the inventory item mapping. Quantity, unit price, discount percentage, and VAT rate migrate directly. Extended amounts recalculate in Dolibarr on insert.

iCast purchase order line items map to Dolibarr CommandeFournisseurLigne records with fk_commande linked to the parent Supplier Order. Product reference, quantity, cost, and discount migrate. We validate that the source unit cost aligns with the Product's buying price in Dolibarr before insert.

iCast attachments on inventory items and orders map to files in Dolibarr's documents directory (or dolibarr_documents root). We extract binary attachments, copy them to the corresponding Dolibarr entity subdirectory (products, orders, etc.), and create the database record in the extension_table referencing the file path. Image thumbnails preserve for product catalog display.