Migrate from INNERGY ERP to Dolibarr ERP

INNERGY Customer records map to Dolibarr ThirdParty objects with the IsCustomer flag enabled. We preserve billing and shipping addresses, contact details, and the Jobs list relationship. The ThirdParty object in Dolibarr serves both customer and supplier roles, so we set the appropriate classification flag during import. Customer records must be imported before any Job or Estimate records to satisfy the parent lookup.

INNERGY Vendor records map to Dolibarr ThirdParty objects with the IsSupplier flag enabled. We preserve supplier lead times, preferred items, and any associated purchase history exposed through INNERGY's API. Dolibarr's supplier module links directly to the Products module for material sourcing.

INNERGY Estimates (covering material takeoffs, labor assumptions, and margin calculation for custom millwork) map to Dolibarr Proposal objects. Line items from the estimate map to ProposalLine rows with product references where applicable. We preserve the estimate status (Draft, Sent, Accepted, Lost) as Dolibarr Proposal status values.

INNERGY Jobs represent the core project record from award through installation and map to Dolibarr Projects. Job metadata (status, assigned staff, client reference) migrates to Project fields. The original Job number becomes the Project reference code. Jobs must be imported after Customers to satisfy the socid (ThirdParty) lookup.

INNERGY BOMs auto-generated from CAD geometry or built manually include material specs, quantities, operations routing, and subassembly relationships. Dolibarr's BOM module (an optional extension) handles multi-level product structures. We map top-level BOM items to Dolibarr Products with a bill of materials definition, and subassemblies to child Product BOM entries. Multi-level BOM decomposition is preserved as a parent-child structure.

INNERGY Work Orders drive shop-floor execution and link to Jobs and BOMs. Each Work Order maps to a Dolibarr Task within the corresponding Project. We preserve Work Order status (Scheduled, In Progress, Completed), assigned operations, and sequencing. If INNERGY exposes multiple Work Orders per Job, we split them into individual Tasks under the same Project.

INNERGY Change Orders modify Job scope and track lineage with approval dates and revised quantities. Dolibarr has no native change order object, so we preserve the full change order log as a structured linked table: a Dolibarr Note attached to the Project with a structured format (CO number, date, description, approved amount, revised quantities) that maintains sequence fidelity for auditors and project managers. The Note includes a reference back to the original Job number.

INNERGY Inventory Items with units of measure, reorder points, warehouse locations, and average costs map to Dolibarr Product records with stock levels in the Stock module. We preserve the average cost as the Product purchase or standard cost price and set initial stock quantities from INNERGY's current balances. Warehouse locations map to Dolibarr warehouse records.

INNERGY's Chart of Accounts configured per-customer during implementation maps to Dolibarr's accounting chart. We export the full account list and map account codes and names to Dolibarr's Plan Comptable (for French localization) or a generic chart. Division-specific cost pools require manual account type classification during scoping.

Outstanding INNERGY invoices and credit memos represent live financial data that must be reconciled before migration. We extract open payable and receivable records via INNERGY's API and map them to Dolibarr SupplierInvoice and Facture (Customer Invoice) objects in Open status. Open amounts and due dates are preserved so that the customer's accounting team can reconcile and close them in Dolibarr post-migration.

INNERGY stores documents and drawings associated with Jobs, Work Orders, and Estimates—PDFs, images, and CAD files. We export attachments in their native format and link them to the corresponding Dolibarr Project or Product record via the Document module. CAD files are preserved as-is; the customer must have appropriate software to open them post-migration.

INNERGY's custom fields (including those added through Feature Release 115 for Shipments) map to Dolibarr extrafields on the corresponding objects. We query INNERGY's field definitions via API during discovery and cross-reference against Dolibarr's extrafield system to identify target object, field type, and validation rules. Any orphaned or undocumented custom fields are flagged for the customer's review before schema deployment.