Migrate from weclapp erp to Dolibarr ERP

weclapp Customers map to Dolibarr ThirdParty records with type ThirdParty.properties性子 = Client. The customer's name, address, email, phone, and tax ID (USt-IdNr for German VAT) migrate directly. We use the ThirdParty.email as the dedupe key during import and resolve any duplicates against existing Dolibarr records before insert. Note that weclapp distinguishes Customers (individuals) from Companies (B2B accounts); Dolibarr uses a single ThirdParty object with a Type field to distinguish them.

weclapp Company records (B2B accounts) map to Dolibarr ThirdParty with type = Company. We preserve the associated contacts by linking them to the same ThirdParty record via Dolibarr's contact submodule. The company's website, address, and any contact links migrate as structured data. If weclapp has a separate main-contact flag, we set that contact as the default for the ThirdParty.

weclapp Items (products and services) map to Dolibarr Product records. Weclapp's SKU, description, unit price, and stock quantity map to Dolibarr's ref, label, price, and pmp (weighted average cost). Services in weclapp with no stock quantity map to Dolibarr Products with type = Service. If weclapp uses pricing tiers, we migrate the base price and flag the tiered structure for manual re-entry or Dolistore pricing module activation at the destination.

weclapp Trade tier stores multi-warehouse stock with per-warehouse quantities. Dolibarr's stock module uses a single warehouse model with stock movements recorded per product. We flatten the multi-warehouse quantities into Dolibarr's stock_reel table entries under a single default warehouse (or multiple warehouses if the destination has them pre-configured). Stock value at cost migrates to Dolibarr's pmp field. Multi-warehouse mapping is a configuration step confirmed during scoping.

weclapp Sales Orders map to Dolibarr Commande records with type = CustomerOrder. We preserve line items (product references, quantities, unit prices), order status, and the linked Customer reference. Historical closed orders migrate as read-only records; open orders remain open for continued processing in Dolibarr. The order date and delivery date map to Dolibarr's date_creation and delivery_date fields.

weclapp Purchase Orders map to Dolibarr Commande records with type = SupplierOrder. The linked vendor record (from weclapp Companies with supplier role) must be present as a Dolibarr ThirdParty before the Purchase Order inserts. Line items, agreed prices, and quantities migrate directly. Closed Purchase Orders migrate as historical records.

weclapp Quotes (Sales Quotations) map to Dolibarr Propal records. Validity dates, pricing, and status migrate. If the quote has been accepted and converted to a Sales Order, we create both the Proposal and the resulting Order in Dolibarr to preserve the conversion history. Quotes with status = Draft migrate as Draft; Accepted quotes migrate as Open with validity flags preserved.

weclapp Sales Invoices map to Dolibarr Facture records. Paid invoices migrate as locked records (statut = Closed, paye = 1) to preserve accounting integrity. The payment date and payment method from weclapp map to Dolibarr's date_payment and fk_paiement fields. Unpaid invoices migrate as Open with payment terms preserved. Tax codes from weclapp must be mapped to Dolibarr's VAT rate configuration, which is a manual setup step documented in our handoff package.

weclapp Purchase Invoices map to Dolibarr Facture (Fournisseur) records. The linked vendor ThirdParty must be inserted before the invoice. Paid purchase invoices migrate as closed records. Unpaid purchase invoices carry the vendor reference and payment terms. Currency handling in weclapp (multi-currency invoices) maps to Dolibarr's multicurrency fields if the multi-currency module is enabled.

weclapp Projects map to Dolibarr Project records. Tasks nested under the project migrate as Dolibarr Tasks linked to the same Project. Time entries from weclapp Services tier map to Dolibarr ProjectTaskTime records if the time tracking module is enabled. Project status workflow (Active, On Hold, Closed) migrates directly. We flag the project header structure so the customer can verify task hierarchy in Dolibarr before go-live.

Documents attached to Customers, Orders, Invoices, or Projects in weclapp export as binary files. We map them to Dolibarr's document management submodule by re-uploading each file to the correct record in Dolibarr and preserving the original filename. Attachment metadata (upload date, uploaded by user) migrates as Dolibarr extrafields if the ECM (Electronic Content Management) module is enabled.

weclapp allows custom fields on most standard objects but has no unified discovery endpoint. We enumerate active custom fields per object type during the discovery phase by querying object metadata individually. Each custom field is exposed as a Dolibarr Extrafields definition on the target object (ThirdParty, Product, Commande, Facture, etc.) and populated during record import. Fields with no Dolibarr equivalent are flagged for manual re-entry or Dolistore module activation.

weclapp Users map to Dolibarr Users by email match. Active users in weclapp provision as active Dolibarr users; deactivated users migrate as inactive or are excluded per the customer's scoping choice. User roles and permissions in weclapp have no direct Dolibarr equivalent and are documented separately for the admin to reconfigure.

The Helpdesk add-on must be confirmed active during scoping. If present, weclapp tickets map to Dolibarr Ticket records with linked ThirdParty (customer) and assigned User (agent). Ticket status, priority, and conversation threads migrate as Ticket objects. This object is only available on weclapp plans with the Helpdesk module purchased; we warn the customer during scoping if the module is absent and adjust scope accordingly.

The Contract Management add-on must be confirmed active during scoping. If present, weclapp contracts map to Dolibarr Contract records linked to the associated ThirdParty. Contract status, start date, end date, and attached documents migrate. The contract renewal workflow state may need manual reconfiguration in Dolibarr depending on the complexity of the source workflow.