Migrate from Rootstock Cloud ERP to Dolibarr ERP

Rootstock Accounts (CRM layer, Salesforce object) map to Dolibarr Third-Party records. Customer type (Customer / Prospect / Supplier / Both) is set via the s.rowid type field. Address data, payment terms, and credit limits migrate to corresponding Dolibarr fields. We use the Account Name as the dedupe key. Multi-site customer locations in Rootstock (Shipping Addresses, Billing Addresses on Account) map to Dolibarr Addresses linked via the contact_address table.

Rootstock Vendors are Account records with the Vendor checkbox enabled. These map to Dolibarr Third-Party records with type = Supplier. W-9/1099 settings and EDI identifiers on the Rootstock Vendor record migrate to Dolibarr extrafields. Multiple vendor sites in Rootstock map to Dolibarr contact addresses on the Supplier Third-Party record.

Rootstock Item master records map to Dolibarr Products. We transfer Item ID, description, unit of measure, costing method (standard or average from Rootstock maps to Dolibarr PMD), and the stock management flag. Lot and serial control settings from Rootstock Item migrate to the Dolibarr lot tracking configuration on the Product record. Custom fields on the Rootstock Item object (identified during pre-migration schema review) migrate as Dolibarr extrafields.

Rootstock Sales Orders map to Dolibarr Customer Orders. Header fields (Customer reference, ship-to address, payment terms) and all line items (Item reference, quantity, unit price, discount) transfer directly. Order status in Rootstock (Draft, Pending, Submitted, Shipped, Invoiced) maps to Dolibarr status (Draft, Validated, Shipped, Closed). Partially fulfilled lines are preserved as open line quantities in the Dolibarr order.

Rootstock Purchase Orders map to Dolibarr Supplier Orders. PO header and line structure transfers with vendor reference, terms, and line items. Approval status in Rootstock maps to Dolibarr status. Vendor records must exist in Dolibarr (from the Vendor mapping above) before Purchase Order import to satisfy the fk_soc foreign key. Receipt linkages and partial receipt flags are preserved as order line quantities.

Rootstock BOMs define multi-level component structures with quantities and operations. Dolibarr has no native BOM object. We store the active BOM as structured text in the Product description field (or as a Dolibarr Project attached to the finished product) and flag BOM version history as a Product note field. The customer selects BOM strategy during scoping: plain-text description for simple assemblies, or Project-based structure for complex multi-level BOMs that require reconstruction in a third-party manufacturing module post-migration.

Rootstock Work Orders represent manufacturing operations tied to a Sales Order or standalone job. Dolibarr has no native Work Order or Shop Floor execution object. We migrate Work Order headers as Dolibarr Projects with routing steps and material allocations stored as Project tasks and Project task time entries. Manufacturing status and completion percentages map from Rootstock WO status to Project status. Work Order BOM references are stored as Project notes linking to the BOM mapping above.

Rootstock Inventory Locations (warehouses, plants, stock points) map to Dolibarr Warehouses. We transfer location name, address, location type, and ABC analysis codes. Complex multi-level hierarchies in Rootstock (region > plant > warehouse > bin) are flattened into Dolibarr warehouse records with parent-child relationships represented via Dolibarr's warehouse address or custom extrafield rather than a native hierarchy. Circular or orphaned location assignments identified during pre-migration review are flagged for resolution before migration.

Rootstock on-hand inventory quantities per location map to Dolibarr Stock movements linked to Products and Warehouses. The current stock snapshot migrates as a Stock Replenishment or Stock Correction record with transaction date set to the migration date. We preserve the per-location quantity breakdown so that the customer can verify aggregate on-hand matches between systems.

Rootstock Purchase Receipts link to POs and update inventory. We migrate receipt records with PO line references and quantity received. Receipt dates and partial receipt flags are reconciled against the destination Supplier Order lines, and any discrepancies are flagged in the reconciliation report for the customer's admin to resolve post-migration.

Rootstock Lot and Serial Number master records map to Dolibarr Lot records linked to Products. Lot number, expiration date, and supplier reference transfer directly. Serial number assignments with transaction history map to Dolibarr Lot entries with traceability note fields. Full backward lot traceability from Rootstock (receipt to shipment links) is stored in the Lot description field since Dolibarr's lot traceability is batch-level.

Rootstock GL accounts map to Dolibarr Accounting Account records. We transfer account number, name, account type (Asset, Liability, Equity, Revenue, Expense), and segment definitions. Multi-company and intercompany settings from Rootstock are documented separately since Dolibarr's core accounting module does not support multi-company natively; the customer's admin configures intercompany relationships via separate instances or a third-party module post-migration.