Migrate from Integra ERP to Dolibarr ERP

Integra ERP stores account codes and account-type classifications across multiple tables. We extract the full account hierarchy, map each source account code to a Dolibarr accounting account number using a customer-provided account-mapping spreadsheet, and preserve account-type (asset, liability, income, expense). Dolibarr supports PCG (French), SYSCOHADA, and generic international accounting plans; we configure the target plan type during schema design and validate the trial balance after load to confirm debits equal credits.

Integra ERP Customer records (contact details, billing address, GST registration, credit terms) map directly to Dolibarr Third Party records with the Customer type flag set. We preserve the open AR balance as an opening-balance receivable entry in Dolibarr's accounting module. Customer-specific pricing rules in Integra migrate as price-supervisor rules attached to the Third Party in Dolibarr.

Vendor master data including payment terms, GST/VAT registration, and address records map to Dolibarr Third Party records with the Supplier type flag. Vendor-specific item pricing (where present in Integra's vendor-price tables) migrates as supplier-price lists in Dolibarr's Product module, linked to the relevant Supplier Third Party.

Integra Items carry classification codes, BOM structures (for manufacturers), and branch-specific stock values. We flatten BOM hierarchies into individual product-component relationships in Dolibarr, map Integra's product types (traded goods, raw materials, finished goods) to Dolibarr's product classification, and preserve the original SKU as the ref field. Branch-level stock values aggregate by item and map to Dolibarr warehouse locations.

Outstanding payable and receivable balances in Integra ERP must migrate as opening-balance records in Dolibarr rather than individual invoice entries, because Dolibarr's import module handles historical invoices through a separate accounting-import profile. We extract the net outstanding amount per vendor and customer, create corresponding accounting entries with open = 1 flag, and set the due date to migration date for aging-report accuracy.

Integra ERP stores stock quantities by branch or warehouse location. We aggregate stock values by item across all branches, resolve the destination warehouse or location code in Dolibarr (using a customer-provided branch-to-warehouse mapping), and preserve serial and batch tracking fields where present in the source. Stock-reconciliation counts are loaded as inventory movements rather than direct stock updates to maintain an audit trail.

Integra ERP stores Sales Order headers and line items across linked tables. We extract header-level fields (order number, date, customer reference, order status) and line-level fields (item, quantity, unit price, tax code) as a flattened CSV, then load through Dolibarr's Orders import profile. Order-status values map to Dolibarr workflow states using a status-mapping table agreed upon during scoping. Orders referencing voided customers are flagged and held for customer-admin resolution.

Integra ERP's employee management module exports employee master records including department assignment and basic compensation fields. We map these to Dolibarr User records (for system access) and HR module entries (for employee directory). Salary and compensation data migrates as informational records only; payroll processing remains outside standard Dolibarr scope unless the HR module with payroll extension is activated.

Full transaction history in Integra ERP spans multiple linked tables (header, line, tax, payment). We extract header-and-line pairs in dependency order, reconstruct the accounting double-entry using the account-mapping spreadsheet, and load through Dolibarr's accounting-import profile. Complex journal entries referencing multiple line items and tax codes require custom transformation scripts. We flag any transactions with missing account references for manual resolution before load.

Integra ERP instances may carry organization-specific custom fields on Customer, Vendor, Item, or Transaction records. We audit the source schema for non-standard columns, map each to a Dolibarr ExtraFields entry (activated via the CustomFields module or native extrafields), and preserve data types (date, integer, varchar, select) during transformation. Dolibarr's ExtraFields are stored per object and can be managed through the setup interface post-migration.

Integra ERP stores attachments, scanned documents, and PDFs inside the proprietary on-premise file system without a documented export mechanism. We extract any linked file paths from the database but cannot guarantee file integrity or accessibility. Dolibarr's document management module accepts uploaded files post-migration; the customer should plan a parallel document-archival project if attachment preservation is business-critical.

Integra ERP includes multi-branch dealer management for trading and distribution companies. We extract branch-level data (branch-specific customers, branch-specific inventory, branch-specific sales orders) and map to Dolibarr Projects (for reporting segregation) or multi-company configuration if Dolibarr's Multi-company module is activated. The customer chooses the scoping approach during discovery.