Migrate from Newton ERP Software to Dolibarr ERP

Newton ERP maintains a COA tied to the company profile with account codes, names, and types (Revenue, Expense, Asset, Liability). We map each account to Dolibarr's Accounting > Chart of accounts using the PCG abbreviation format or a custom Indian chart template if the customer has GSTIN-compliant account codes. Account codes must be numeric in Dolibarr; if Newton uses alphanumeric codes, we strip the alpha prefix and preserve the numeric portion. We load the COA first in all migration batches because every transaction record (AR/AP, Sales, Purchase) references at least one account code.

Newton Customer records carry name, GST number (GSTIN), address, contact info, and credit terms. We map GSTIN to Dolibarr's third-party tax identification number field (tva_intra or a custom field for Indian GSTIN). If the customer has used Newton Forms Customization to add non-standard properties to Customer records, we extract these from the specific custom-form export view (not the standard report view) and create matching custom fields in Dolibarr before import. Customer codes in Dolibarr must be unique; we generate Dolibarr codes from Newton's customer ID and validate for duplicates before insert.

Newton Vendor records mirror Customer records with the addition of bank details and PAN/TAN. We map Vendors to Dolibarr third-party records with the Vendor category flag set. PAN and bank details map to Dolibarr's dedicated fields for supplier financial information. Vendor code generation follows the same deduplication logic as Customers. The vendor list is used by Dolibarr's Purchase Orders and Purchase Invoice modules to generate GRNs, matching Newton's GRN-driven workflow.

Newton Items include name, SKU, unit of measure, opening stock, reorder level, and valuation method. We map items to Dolibarr Product records with the MPS (Manufacturing Resource Planning) or Stock module enabled. The Newton stock valuation method maps to Dolibarr's PMP (Weighted Average Price) or Fixed Price field. Opening stock quantity and warehouse assignment use Dolibarr's Stock > Movement import. Items are loaded before any open AR/AP or closed transaction import so that Dolibarr can validate product references on order lines.

Outstanding receivables (Newton Accounts Receivable) and payables (Accounts Payable) are tracked in Newton's Accounts module with open balance, invoice date, and due date. We map these to Dolibarr Customer Invoice (for AR) and Supplier Invoice (for AP) records with status set to Open. Each invoice's line items reference the previously migrated Customer or Vendor third-party, the Product item, and the appropriate revenue or expense account from the Chart of Accounts. Newton may store multiple partial payments per invoice; we represent each as a separate payment record linked to the invoice in Dolibarr.

Newton Sales Orders link to Customers and reduce inventory in real-time. We export full order header data (order number, date, customer reference) and line items (quantity, rate, tax, discount). Each line maps to a Dolibarr CommandeClient (Customer Order) line referencing the Product and the correct sales account. Order status (Open, Closed, Cancelled) migrates as Dolibarr Order status. We do not migrate closed Sales Orders that have been fully invoiced as separate orders unless the customer requests historical order records preserved as reference documents; invoiced orders are already captured via the Open AR migration.

Newton Purchase Orders link to Vendors and drive GRN (Goods Receipt Note) creation. We export PO header data and line items, mapping vendor references to the previously migrated Vendor third-party records. Each PO line maps to a Dolibarr CommandeFournisseur (Supplier Order) line referencing the Product and purchase price. If the customer maintains a GRN-to-PO linking requirement in Dolibarr, we document the GRN equivalent (Dolibarr's Stock > Reception feature) as a post-migration configuration step.

Newton HR module holds employee profiles, salary slips, and hiring records. We export the employee master including department assignments and map to Dolibarr User records with the Employee box checked if the HR module is enabled. Employee numbers become Dolibarr login IDs or a custom employee number field. Salary slip history is not migrated as transactional records; we provide a written summary of salary structure per employee for manual re-entry in Dolibarr Payroll.

Newton Forms Customization adds non-standard properties to Customer, Vendor, or Item records. These fields do not appear in standard report exports unless the specific custom-form view is used. We audit the source tenant during scoping to identify every active custom field, instruct the customer to export using the correct form view, and pre-create matching Extra fields in Dolibarr before any master record import. Workflow Rules built in Newton's Forms Customization are documented separately; Dolibarr does not migrate these as automation code. We recommend the Dolistore workflow automation module that best fits the documented Newton workflow pattern.

Newton ERP supports document attachments at transaction and master-record level, but the system provides no public attachment export API or bulk download mechanism. We cannot guarantee reliable bulk attachment extraction. We do not attempt to migrate documents as a standard scope item. If the customer requires attachment migration, they must export them manually from within Newton and upload them to Dolibarr's document management section post-migration.

Newton ERP's Forms and Workflow Customization feature supports basic conditional logic and field propagation rules. These are configuration artifacts with no publicly documented export format. We do not migrate Workflow Rules as code. We deliver a written inventory of every active Newton workflow rule with its trigger, conditions, and actions, mapped to a recommended Dolibarr module (Dolistore offers several automation modules) or manual Dolibarr configuration step for the customer's admin to implement post-migration.

Newton stores closed fiscal year transactions as historical records. We scope the customer's fiscal year retention requirement during discovery: if they require full closed transaction history, we migrate closed invoices as read-only archived records in Dolibarr's accounting module with year-end closing entries preserved. If historical depth is not required, we migrate only the current open period plus the prior fiscal year. We flag any Newton transactions with Newton-specific internal reference codes that require manual cross-reference documentation in Dolibarr.