Migrate from Streamleader to Dolibarr ERP

Streamleader Customer records map to Dolibarr ThirdParty objects with the Customer type flag set. Customer name, addresses, contact details, and tax IDs migrate to the equivalent Dolibarr fields. We resolve any multi-address structures by creating separate Address records linked via the Address module in Dolibarr. Streamleader's customer-specific custom fields map to Dolibarr ExtraFields (requires CustomFields module activation before import).

Streamleader Vendor records map to Dolibarr ThirdParty objects with the Supplier type flag. Payment terms, bank details, and supplier-specific metadata migrate to the equivalent Dolibarr fields. We preserve any supplier-specific codes as reference fields. Vendor lookup dependencies for open purchase orders are resolved before invoice import.

Streamleader Items and Products map to Dolibarr Product records. SKUs, descriptions, pricing, cost, and unit of measure migrate to Product fields. Dolibarr distinguishes between Products (tangible goods) and Services; we determine the type from Streamleader's item classification metadata. Custom pricing tiers in Streamleader map to Dolibarr price lists (requires the Commercial module activation).

Streamleader account codes and hierarchies map to Dolibarr Accounting Account objects. Account types (Asset, Liability, Equity, Revenue, Expense) migrate to the corresponding Dolibarr account type. We preserve the full account hierarchy and parent-child relationships. Australian-specific account codes may require reclassification against Dolibarr's French/European default chart; we flag any non-conforming codes for manual review before import.

Open accounts receivable (customer invoices) migrate to Dolibarr Customer Invoice records with status Open. We preserve original invoice numbers, due dates, total amounts, and line items. Partial payments and credit allocations require balance reconciliation before migration to ensure Dolibarr's aging reports match Streamleader's at cutover. If Streamleader uses a separate payment records object, we consolidate payments against the matching invoice.

Open accounts payable (vendor bills) migrate to Dolibarr Supplier Invoice records with status Open. Original vendor invoice references, due dates, amounts, and line items migrate. Credit notes from vendors map to Dolibarr Supplier Credit Notes. Balance reconciliation against Streamleader's vendor ledger confirms accuracy before final commit.

Transaction history migration depends on Streamleader's retention policy and API pagination capabilities. We attempt date-range chunked exports of closed invoices, payments, and credit notes. Historical bank transactions migrate to Dolibarr Bank Statement entries if Streamleader exposes bank record data. We validate line-item counts against Streamleader's transaction totals and flag any gaps in the export scope.

Streamleader User accounts and roles map to Dolibarr User records. Role names and permissions migrate to Dolibarr's permission system (module-level and object-level). We note that Streamleader's Australian-specific role definitions may not map directly to Dolibarr's European-originated permission model; any non-conforming permissions are escalated for manual review. Users without a matching Dolibarr account go to a reconciliation queue for admin provisioning.

Binary document attachments (invoices, receipts, contracts) may not be accessible via Streamleader's undocumented API. We attempt API-based attachment discovery during the technical audit phase. If accessible, documents migrate to Dolibarr's Electronic Content Management (ECM) module with folder structure mapped to the original Streamleader organization. If inaccessible, we document the file locations and recommend manual upload post-migration.

Streamleader custom fields require the Dolibarr CustomFields module (official module from lrq3000/dolibarr_customfields on GitHub) to be installed and configured before any data import. We create matching ExtraFields entries in Dolibarr for each Streamleader custom field, mapping data types (text, number, date, dropdown) to the appropriate Dolibarr field type. This step must complete before record import to avoid schema mismatches.

If Streamleader uses multi-currency (AUD, USD, EUR), we configure Dolibarr's Multi-Currency module before invoice migration. Exchange rate sources are set to match Streamleader's original transaction rates to preserve historical accuracy. Australian Dollar (AUD) is set as the base currency if the business is Australian-localised.

Streamleader's Australian GST configuration (10% GST, BAS reporting) maps to Dolibarr's tax system. We configure the relevant tax codes (TVA/GST equivalent) in Dolibarr's tax configuration before invoice import. Custom tax rates (if any) are preserved as manual tax entries.

Streamleader Contact records attached to Customer or Vendor entities map to Dolibarr Contact records linked via the Contact module. Email, phone, job title, and address details migrate to the matching Dolibarr fields. Multiple contacts per ThirdParty are supported via Dolibarr's contact roles (Billing, Sales, Accounting, etc.).