Migrate from iGEO ERP to Dolibarr ERP

iGEO Client records hold contact details, service locations, and associated contracts. We map them to Dolibarr ThirdParty, preserving the primary address, any secondary service locations as additional contact records within the ThirdParty, and the client code as ref_client. Multi-location clients from iGEO become multiple Dolibarr contact addresses under a single ThirdParty rather than separate records, which avoids the orphaned-location problem common in iGEO exports.

iGEO Contracts define service agreements with scope, frequency, pricing, and work-order templates. We migrate contract headers and line items, mapping frequency patterns (weekly, monthly, quarterly) to Dolibarr Contrat frequency fields and service codes to Dolibarr product references. Contracts are migrated before Work Orders to satisfy the parent-record dependency so that child work orders can reference the correct contract ID during load.

iGEO Service Types represent the catalog of offerings — insect treatment, rodent control, water quality inspection, and others. We map them to Dolibarr Product records with type=service. The iGEO service type code becomes the Product ref, and the description maps to the Product label. Pesticide-related service types receive a custom extrafield to flag regulatory classification that the customer's admin configures post-migration.

iGEO Work Orders are the operational core — each ties a Client, a Service Type, a Technician, a scheduled date, a status, and a location. We migrate all open and historical Work Orders to Dolibarr Intervention records. The iGEO technician assignment maps to the Intervention user field. The client and service references resolve to ThirdParty and Product lookups that we pre-create during the Client and Service mapping phases.

iGEO Routes are daily technician schedules generated by AI route planning. Dolibarr has no native AI routing module — this is a known functional gap. We extract route assignments including visit sequence, estimated times, and geographic waypoints, and map them to Dolibarr Agenda events with an Intervention link. Route ordering and day-of-week scheduling are preserved as Agenda event timestamps. The customer should evaluate Dolistore routing addons if automated route optimization is required post-migration.

iGEO Technician records include contact details, assigned territories, availability, and mobile app credentials. We map them to Dolibarr User records, preserving territory assignments as a custom extrafield. User credentials for mobile app access do not migrate — the customer provisions new Dolibarr mobile access credentials post-migration. Inactive technicians are migrated as inactive User records to preserve historical assignment on Work Orders.

iGEO Supplier records hold vendor contact details and associated product or service offerings. We map them to Dolibarr ThirdParty with the Supplier flag enabled. Associated product offerings migrate as Dolibarr Product records linked to the supplier. Supplier contact details preserve during import.

iGEO Stock entries track inventory items, quantities, reorder points, and supplier associations. We migrate stock records including current quantities and reorder thresholds, mapping units of measure to Dolibarr Warehouse stock entries. Stock locations in iGEO map to Dolibarr Warehouses. If iGEO tracks pesticide or chemical inventory with regulatory compliance codes, we map those to Dolibarr extrafields and flag them for the customer to configure against local regulations.

iGEO Invoice records include line items, taxes, totals, and payment status. We migrate invoice headers and line items, preserving regulatory compliance codes and pesticide tracking fields that may appear on invoice records. Tax rates are mapped to Dolibarr's VAT or tax rules by country. Invoice status (paid, unpaid, cancelled) migrates to Dolibarr payment status fields. Historical invoices are imported with validated status to prevent re-validation attempts during migration.

iGEO Quotes and estimates are proposals sent to clients before service commitment. We migrate these records including line items, totals, and status (sent, accepted, rejected), mapping them to Dolibarr Commercial Proposal records. Status values are mapped to Dolibarr's draft, open, signed, and refused commercial proposal statuses.

iGEO custom fields are industry-specific compliance and pesticide-tracking fields configured per installation. We document every custom field definition during discovery, mapping SQL-level extrafields in Dolibarr to match iGEO field types (text, integer, select, date, checkbox). Compliance-relevant extrafields are documented separately with regulatory context for the customer to validate against local pest control regulations before go-live.

iGEO Employee records include staff beyond field technicians — office staff, admins, and managers. We migrate these as Dolibarr User records, preserving role assignments and department associations as extrafields. User status (active/inactive) is preserved during migration.