Migrate from Iptor ERP to Dolibarr ERP

Iptor's unified Business Partner entity stores both customers and vendors in a single table with a type attribute. We split by BP type during migration: Customer BPs map to Dolibarr Third Parties with the Customer checkbox enabled. The BP code, name, address, contact details, payment terms, and tax ID transfer directly. Any custom fields on the Customer BP migrate as Dolibarr extrafields on the Third Party.

Vendor BPs from Iptor map to Dolibarr Third Parties with the Supplier checkbox enabled. Vendor-specific fields including bank details, W-9/W-8 information, and supplier-specific payment terms transfer as extrafields on the Third Party. We preserve the vendor code from Iptor as a reference field for reconcilliation after migration.

Iptor Items with their configurable attributes, unit-of-measure settings, and lot/serial tracking data map to Dolibarr Products. Item pricing (cost price, sale price, minimum price) transfers to Dolibarr price levels. The product type (stockable, service, assembly) maps from Iptor's item type field. Any item barcodes migrate to the barcode field in Dolibarr.

Iptor's multi-level Item Classification hierarchy does not map 1:1 to Dolibarr's flat category structure. We extract the full classification tree, compute the full path for each item (e.g., Food/Beverages/Snacks/Chips), and either assign the deepest level as the primary Dolibarr Category or distribute the path across Dolibarr's tag system depending on the customer's reporting needs. The customer chooses the strategy during scoping.

Iptor Sales Orders map directly to Dolibarr Customer Orders. Order headers (order number, date, customer reference, payment terms, status) transfer with their original values. Order lines migrate with product reference, quantity, unit price, and discount. Open orders (not yet fulfilled) retain their status for continuation in Dolibarr; fulfilled orders migrate as historical records.

Iptor Purchase Orders map to Dolibarr Supplier Orders. Vendor assignment, expected delivery dates, and line quantities transfer directly. Partially received POs are migrated with received quantities flagged so that the destination reflects current receipt status. Purchase Order number and date are preserved for audit continuity.

Iptor AR invoices map to Dolibarr Customer Invoices with invoice number, date, due date, tax jurisdiction codes, and payment terms preserved. The invoice total and tax amount transfer to Dolibarr's total and tva fields. Open invoices (unpaid) migrate with their status so that the customer can continue collections in Dolibarr.

Iptor AP invoices map to Dolibarr Supplier Invoices with vendor reference, invoice date, due date, and amount preserved. Tax codes and payment terms transfer as extrafields where not natively supported. Open AP balances are migrated as explicit open items (see below) to ensure the aged trial balance is accurate at go-live.

We extract open payables and receivables as explicit records at migration time so that Dolibarr begins with accurate aged trial balance data. Each open item includes the BP reference, invoice or document number, original date, due date, open amount, and currency. Closed items are migrated as historical records for reporting continuity but are flagged as closed in Dolibarr's status fields.

Iptor Delivery Notes map to Dolibarr Shipments. Header and line details including quantities shipped versus ordered transfer, with a linkage back to the originating Sales Order for audit trail. The delivery date and carrier reference migrate where present. Shipment status reflects the fulfillment state at migration time.

Iptor's configurable segment layout maps to Dolibarr's chart of accounts. We analyze the segment structure during discovery, identify the account number and name components, and map them to Dolibarr's account coding scheme. Accounts with non-standard segment assignments are flagged for manual review before migration. Recurring journal types are noted for the customer to configure in Dolibarr's cron-based automation.

Historical journal entries migrate for reporting continuity. Iptor's journal date, description, and all debit/credit lines transfer to Dolibarr's accounting entry format. Complex journal types (including recurring entries) are preserved with their periodicity noted so that the customer can configure Dolibarr's cron-based recurrence where applicable. We skip locked periods based on the destination's fiscal year close status.

Stock levels, warehouse locations, and lot/serial numbers migrate as current-state snapshots at go-live. Iptor's multi-warehouse setup requires us to map warehouse codes to Dolibarr's location IDs. Lot and serial traceability data transfers to Dolibarr's lot tracking module. Post-migration stock movements are recorded in Dolibarr's standard stock movement tables.

Present only where the Iptor Publishing module is active. Royalties and Rights records have complex multi-dimensional structures reflecting publishing industry workflows. Dolibarr has no native royalty or rights object. We convert these records to a structured flat file with key fields preserved in columns: contract ID, right type, royalty rate, entitlement period, counterparty, and territory. The customer reviews and approves the flattened schema before we commit the data.

Documents stored in Iptor's document management system export as file packages alongside the related transactional record. We extract the file package with folder structure preserved, map the parent record reference, and deliver the package for the customer to attach to the corresponding Dolibarr records post-import. Document content itself does not migrate through Dolibarr's API; the file transfer is a separate delivery.

User accounts, passwords, and role assignments do not migrate directly due to identity and security constraints. We provide a user mapping table that maps each Iptor user to their Dolibarr user account by email. The customer provisions Dolibarr users and assigns permissions before go-live. The mapping table ensures that migrated records are traceable to the correct owner in Dolibarr.