Migrate from Jeeves ERP to Dolibarr ERP

Jeeves hierarchical chart of accounts (balance sheet and P&L structures) maps directly to Dolibarr's accounting module. Account codes, names, and account types transfer 1:1, and we preserve the full account hierarchy structure. Jeeves Expand multi-currency account assignments require reduction: Dolibarr's standard accounting module handles single-currency entries with basic VAT; multi-currency support in Dolibarr requires the multi-currency extension or manual currency assignment per transaction. We flag any Jeeves account with a non-base currency for customer review before import.

Jeeves customer records (contact details, billing/shipping addresses, credit limits, payment terms) map 1:1 to Dolibarr Thirdparty records with the Customer type flag. We use the customer name as the dedupe key during import and preserve credit limit and payment term settings in Dolibarr's corresponding Thirdparty fields. Multi-address assignments in Jeeves map to Dolibarr's Addresses table linked via the Address object.

Jeeves vendor master records mirror the customer structure with supplier-specific fields. They map directly to Dolibarr Thirdparty with the Supplier type flag, preserving payment terms, bank details, and supplier-specific pricing references. Vendor multi-currency settings reduce to Dolibarr's currency field with the multi-currency extension flagged if applicable.

Jeeves Items (products and materials with BOMs, routing, cost layers, and UoM settings) map to Dolibarr Product records with type distinction between stockable, service, and consumable. Cost data, UoM settings, and item codes migrate directly. We scope the BOM complexity during planning: if Jeeves items use multi-level BOMs beyond Dolibarr's standard BOM module scope, we flag the records requiring BOM reduction or third-party module activation before import.

Jeeves Sales Orders (header and line-item detail with delivery schedules and pricing) map to Dolibarr Customer Order. We preserve line items, quantities, delivery dates, and pricing. Open orders migrate as draft or pending status; we use the Jeeves order number as a reference field in Dolibarr. Closed orders migrate as historical records without active workflow status.

Jeeves Purchase Orders map to Dolibarr Supplier Order with the same treatment as Customer Orders: line items, quantities, pricing, and delivery schedules transfer directly. Open purchase orders land as pending status in Dolibarr; closed ones become historical records. Supplier reference and approval status from Jeeves map to Dolibarr's supplier order fields.

Jeeves Projects with time tracking, expense recording, and resource assignments map to Dolibarr Project. Associated tasks, milestones, and time entries transfer to Dolibarr's task and timesheet structures. Project status (active, on hold, closed) maps directly. If Jeeves Projects use custom fields beyond the standard schema, we recreate them as Dolibarr extra fields before migration.

Jeeves BOM structures and work center assignments map to Dolibarr's BOM module, but multi-level BOMs and alternate routings require careful sequencing to avoid circular reference errors during import. We reduce complex multi-level BOMs to single-level where Dolibarr's standard BOM module is activated, or we flag records requiring the advanced manufacturing module or a third-party BOM extension. The customer selects BOM reduction strategy during scoping before migration begins.

Jeeves Fixed Assets (acquisition cost, depreciation schedule, and asset category) map to Dolibarr Asset records with acquisition details and depreciation method preserved. Country-specific depreciation localization from Jeeves requires mapping to Dolibarr's depreciation method options. Current book values transfer; the depreciation schedule is recalculated or preserved based on customer preference. Assets without a corresponding account in the Dolibarr chart of accounts require account creation before import.

Outstanding payables and receivables in Jeeves (standard ledger documents with line-item detail, due dates, and amounts) map to Dolibarr Customer Invoice or Supplier Invoice records in open status. We preserve the full line-item detail, due dates, and amounts. Closed invoices migrate as historical records. Payment mappings from Jeeves transfer to Dolibarr payment entries linked to the corresponding invoice.

Jeeves Journal Entries (date, description, and debit/credit lines with account assignments) map to Dolibarr Miscellaneous Operations entries in the accounting module. We preserve journal entry numbering schemes and reversing entry flags where configured, mapping the debit/credit line structure to Dolibarr's accounting entry format. Journal entries without a corresponding account in the migrated chart of accounts escalate to the customer for resolution before processing.

Jeeves user records (role assignments, team memberships, and permissions) map to Dolibarr User records. We resolve users by email match against the destination Dolibarr instance. Jeeves roles do not map directly to Dolibarr permissions; we create Dolibarr users with placeholder permissions and deliver a role mapping specification for the customer's admin to configure post-migration. Users without a matching Dolibarr account go to a reconciliation queue.

Jeeves document attachments on business objects export as binary blobs and re-associate to the migrated parent record in Dolibarr via the document management module. Large attachment volumes require advance scoping and chunked export/import. We re-create the attachment relationship by matching the original document reference to the new Dolibarr record ID. File format compatibility is verified during scoping.