Migrate from Opto to Dolibarr ERP

Opto Items (SKU, name, description, unit cost, reorder point) map directly to Dolibarr Products. The product type (stockable, service, consumable) is set based on Opto's item classification. Unit cost from Opto becomes the Best buying price (PMP) in Dolibarr. We pre-create Dolibarr Extra Fields for any Opto custom Item properties before product import so that custom values populate correctly during the data load.

Opto Customers map to Dolibarr Third Parties with the Third party type set to Customer. Contact name, email, phone, and billing address transfer directly. Customer-specific pricing tiers from Opto map to Dolibarr's price per customer configuration or are documented as manual reconfiguration if the pricing model is too granular for the standard field structure.

Opto Vendors map to Dolibarr Third Parties with the Third party type set to Supplier. Supplier name, contact, and payment terms transfer directly. Any lead-time data associated with Opto Items for a given Vendor maps to Dolibarr's Supplier catalog entries (ProductFournisseurPrice) so that buying prices are linked per supplier.

Opto multi-location inventory (named bins or warehouses) maps to Dolibarr Warehouses. Each Opto Stock Location becomes a separate Dolibarr Warehouse with its address and description. Stock quantities per Item per location transfer to Dolibarr's Product Stock entries linked to the corresponding Warehouse. If Opto uses a hierarchical location model, we flatten it to the warehouse level and preserve the bin or sub-location name as a label in the Dolibarr Warehouse description field.

Opto Purchase Orders (Vendor linked to Items with quantities and expected delivery dates) map to Dolibarr Supplier Orders. Open Purchase Orders migrate as draft or validated Supplier Orders based on their status in Opto. Historical closed Purchase Orders migrate as Supplier Order records with a closed status for audit trail purposes. If the destination Dolibarr edition does not have the Supplier Orders module enabled, we convert them to Approved Supplier Orders or documented supplier commitments per the customer's module configuration.

Opto open and historical customer invoices migrate to Dolibarr Customer Invoices with line items, amounts, and payment status preserved. We separate open invoices from historical records during extraction so open invoices can be re-created as open items in Dolibarr while historical invoices are imported as closed or paid records for reporting continuity. Payment reconciliation against bank statements requires manual review post-migration if the customer's Dolibarr accounting module is not active.

Opto vendor invoices (AP side) migrate to Dolibarr Supplier Bills using the same separation logic as AR invoices. Open vendor invoices are imported as unpaid Supplier Bills; historical records are imported with their settled status. The customer's accounts payable team reviews open AP items post-migration to confirm that payment terms and outstanding balances match the source system before processing through Dolibarr's payment workflow.

Opto Reorder Rules define per-Item minimum thresholds and reorder quantities — they are account-level configuration, not transactional records. We export them as a structured CSV with Item SKU, minimum quantity, and reorder quantity. Reconfiguration in Dolibarr requires manual entry through the Product > Minimum Stock Rules menu for each product. We provide the complete rule set in the mapping worksheet so the Dolibarr admin enters each rule during the setup phase before go-live.

Opto barcode-to-Item associations transfer to Dolibarr's barcode field on the Product record. We extract the barcode value from Opto's item export and populate the Barcode field in Dolibarr. If Opto uses a barcode format that requires a prefix (e.g., internal vs. GS1), we note this in the mapping worksheet and the Dolibarr admin configures the barcode reader module accordingly.

Opto custom fields on Items (properties beyond SKU, name, cost, reorder point) map to Dolibarr Extra Fields on the Product object. We extract the full custom field schema during discovery, pre-create each Extra Field in the destination Dolibarr instance before product import, and then populate values during the product load. Field types are matched as closely as possible (text, numeric, date, dropdown) to Dolibarr's Extra Field type options.

Opto custom fields on Customer records map to Dolibarr Extra Fields on the Third Party object. We follow the same pre-creation and population pattern as for Item custom fields. Any customer-specific pricing tier fields that cannot map to Dolibarr's standard price-per-customer structure are documented for manual evaluation and rebuild in Dolibarr's pricing rules.

If Opto tracks customer sales orders (not just Purchase Orders to vendors), these map to Dolibarr Customer Orders. Open orders migrate as draft or validated Customer Orders; completed orders migrate as closed records. Order-to-invoice linkage is preserved by mapping the Opto order number to the Dolibarr ref customer field so that invoice matching against orders is possible post-migration.