From Dolibarr Open Source ERP CRM Wiki
Following a new installation of Dolibarr, the database is empty. It is a common requirement to import existing data (suppliers, customers, products etc.) instead of entering the data manually. There are several possible methods of importing data. The following chapters provide information about this. Information about exporting data is described on the page Module Exports.
The recommended method for importing data is to use the Dolibarr Module Imports. You will find a wizard that will guide you step by step in importing your data. You'll find more information on the page Module Imports.
For import scenarios not covered by the built-in module, the following alternatives are also possible.
You can use OpenOffice, which is able to insert the contents of a table into a database such as Mysql Dolibarr. Here is a tutorial on this method: Import data with OpenOffice
Import third parties and contacts
We must differentiate a third party from a physical contact (person). The third party information contains all the details pertaining to billing (whether companies, private individuals or associations). Third party details are compulsory whereas physical contact details are optional. Contacts are just a directory of physical persons/addresses related to the third party. In the case of a third party that is a company, there may be several additional physical contacts. In the case of an individual, there will be only one physical contact which would be identical to the third party.
The import of the third parties inserts rows in the table Table llx_societe. Ensure that the mandatory fields contain data.
- Name: Must contain the name of the company
- Client: Must contain 1 if third party is a client, 2 if prospect, 0 otherwise.
- Supplier: Must contain 1 if its a supplier, 0 otherwise
The import of physical contacts inserts rows in the table Table llx_socpeople. Ensure that the mandatory fields contain data.
- Name: Must contain the surname of the contact
- Firstname: Must contain the first name of the contact
- fk_soc: Must contain the id of the third party from table Table llx_societe.
Put into practice
Page Script development explains how to create your own Dolibarr script.
Some tutorials / examples submitted by the community
Some scripts examples are available into Dolibarr snapshot distribution in directory /dev/examples.
Other examples are provided by contributors: