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Mass imports - Migrate my Data To Dolibarr: Difference between revisions
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Following a new installation of Dolibarr, the | 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 En|Module Exports]]. | |||
= [[File:Art.png]] Using the Dolibarr Import Module= | = [[File:Art.png]] Using the Dolibarr Import Module= | ||
The recommended method for importing data is to use the Dolibarr [[Module Imports En|Module Imports]]. You will find a wizard that will guide you step by step | The recommended method for importing data is to use the Dolibarr [[Module Imports En|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 En|Module Imports]]. | ||
For import scenarios not covered by the built-in module, the following alternatives are also possible. | For import scenarios not covered by the built-in module, the following alternatives are also possible. | ||
= [[File:OpenOffice.png]] Using OpenOffice = | = [[File:OpenOffice.png]] Using OpenOffice = | ||
You can use OpenOffice which is able to | 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]] | ||
= [[File:Outils.png]] Developing | = [[File:Outils.png]] Developing your own import script = | ||
== Import third parties and contacts == | == Import third parties and contacts == | ||
We must | 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 | The import of the third parties inserts rows in the table [[Table llx_societe]]. Ensure that the mandatory fields contain data. | ||
* Name: Must | * Name: Must contain the name of the company | ||
* Client: Must | * 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 | * Name: Must contain the surname of the contact | ||
* Firstname: Must | * Firstname: Must contain the first name of the contact | ||
* fk_soc: Must | * fk_soc: Must contain the id of the third party from table [[Table llx_societe]]. | ||
== Import invoices == | == Import invoices == | ||