Dolibarr to MokoSuite CRM one-time migration import tool #196

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2026-06-06T17:13:53Z

jmiller commented

2026-06-06 17:13:53 +00:00

Summary

Build a one-time migration import tool that pulls all CRM data from an existing Dolibarr installation into MokoWaaS CRM. This must be run before any data is entered into the MokoWaaS CRM — it is a one-shot, first-run-only operation.

Parent issue: #192

Import Sources (choose one)

Option A: Direct Database Connection

User provides MySQL/MariaDB connection parameters (host, port, database, user, password)
Tool connects directly to the Dolibarr database and reads tables
Preferred method — live data, no file handling

Option B: MySQL Dump Import

User uploads a full Dolibarr MySQL export (.sql file)
Tool parses and imports into a temporary schema, then maps to MokoWaaS tables
Fallback for when direct DB access isn't available

Data to Import

Contacts & Thirdparties

Dolibarr Table	MokoWaaS Target	Notes
`llx_societe`	`#__contact_details` + `#__mokowaas_crm_roles`	Map `client` flag (1=customer, 2=prospect, 3=both) and `fournisseur` flag to CRM roles
`llx_socpeople`	`#__contact_details`	People linked to companies
`llx_categorie` + `llx_categorie_societe`	Joomla contact categories	Category assignments
`llx_societe_account`	CRM external account mapping	External platform credentials

Financial & Payment Settings

Dolibarr Table	MokoWaaS Target	Notes
`llx_paiement` / `llx_c_paiement`	CRM payment methods	Payment type definitions
Stripe config (`STRIPE_*` in `llx_const`)	MokoWaaS Stripe settings	API keys, webhook secrets
PayPal config (`PAYPAL_*` in `llx_const`)	MokoWaaS PayPal settings	Client ID, secret, mode
`llx_societe_rib`	CRM bank account records	Customer/vendor bank details

Products & Inventory

Dolibarr Table	MokoWaaS Target	Notes
`llx_product`	`#__mokowaas_crm_products`	Product catalog
`llx_product_stock`	Stock levels	Per-warehouse quantities
`llx_entrepot`	Warehouses	Warehouse definitions
`llx_categorie_product`	Product categories	Category assignments

Sales Pipeline

Dolibarr Table	MokoWaaS Target	Notes
`llx_propal`	`#__mokowaas_crm_deals`	Proposals as deals
`llx_commande`	CRM orders	Sales orders
`llx_facture`	CRM invoices	Customer invoices
`llx_facture_fourn`	CRM supplier invoices	Vendor invoices

E-Signature Requests

Dolibarr Table	MokoWaaS Target	Notes
`llx_mokodolisign_request`	`#__mokowaas_crm_esign_requests`	Signature requests
`llx_mokodolisign_signer`	`#__mokowaas_crm_esign_signers`	Signer records + tokens
`llx_mokodolisign_event`	`#__mokowaas_crm_esign_events`	Audit trail

Users & Permissions

Dolibarr Table	MokoWaaS Target	Notes
`llx_user`	Joomla users	Map to existing or create new
`llx_usergroup`	Joomla user groups	Group assignments

Constraints

One-time only — The import can only be run once. After execution, a flag file or DB record prevents re-running.
Pre-CRM data — Must be executed before any manual CRM data entry. If CRM tables are not empty, the tool refuses to run.
Validation step — Show a preview/summary of what will be imported before committing (record counts per table, warnings for unmappable data).
Rollback — If import fails partway through, roll back all changes (transaction-based).
Logging — Full import log stored for audit (what was imported, what was skipped, any errors).

UI Location

com_mokowaas admin → CRM section → "Import from Dolibarr" (only visible when CRM tables are empty)
Wizard-style: Connection → Scan → Preview → Import → Complete
Hidden/removed after successful import

## Summary Build a one-time migration import tool that pulls all CRM data from an existing Dolibarr installation into MokoWaaS CRM. This must be run **before any data is entered** into the MokoWaaS CRM — it is a one-shot, first-run-only operation. **Parent issue:** #192 ## Import Sources (choose one) ### Option A: Direct Database Connection - User provides MySQL/MariaDB connection parameters (host, port, database, user, password) - Tool connects directly to the Dolibarr database and reads tables - Preferred method — live data, no file handling ### Option B: MySQL Dump Import - User uploads a full Dolibarr MySQL export (`.sql` file) - Tool parses and imports into a temporary schema, then maps to MokoWaaS tables - Fallback for when direct DB access isn't available ## Data to Import ### Contacts & Thirdparties | Dolibarr Table | MokoWaaS Target | Notes | |----------------|-----------------|-------| | `llx_societe` | `#__contact_details` + `#__mokowaas_crm_roles` | Map `client` flag (1=customer, 2=prospect, 3=both) and `fournisseur` flag to CRM roles | | `llx_socpeople` | `#__contact_details` | People linked to companies | | `llx_categorie` + `llx_categorie_societe` | Joomla contact categories | Category assignments | | `llx_societe_account` | CRM external account mapping | External platform credentials | ### Financial & Payment Settings | Dolibarr Table | MokoWaaS Target | Notes | |----------------|-----------------|-------| | `llx_paiement` / `llx_c_paiement` | CRM payment methods | Payment type definitions | | Stripe config (`STRIPE_*` in `llx_const`) | MokoWaaS Stripe settings | API keys, webhook secrets | | PayPal config (`PAYPAL_*` in `llx_const`) | MokoWaaS PayPal settings | Client ID, secret, mode | | `llx_societe_rib` | CRM bank account records | Customer/vendor bank details | ### Products & Inventory | Dolibarr Table | MokoWaaS Target | Notes | |----------------|-----------------|-------| | `llx_product` | `#__mokowaas_crm_products` | Product catalog | | `llx_product_stock` | Stock levels | Per-warehouse quantities | | `llx_entrepot` | Warehouses | Warehouse definitions | | `llx_categorie_product` | Product categories | Category assignments | ### Sales Pipeline | Dolibarr Table | MokoWaaS Target | Notes | |----------------|-----------------|-------| | `llx_propal` | `#__mokowaas_crm_deals` | Proposals as deals | | `llx_commande` | CRM orders | Sales orders | | `llx_facture` | CRM invoices | Customer invoices | | `llx_facture_fourn` | CRM supplier invoices | Vendor invoices | ### E-Signature Requests | Dolibarr Table | MokoWaaS Target | Notes | |----------------|-----------------|-------| | `llx_mokodolisign_request` | `#__mokowaas_crm_esign_requests` | Signature requests | | `llx_mokodolisign_signer` | `#__mokowaas_crm_esign_signers` | Signer records + tokens | | `llx_mokodolisign_event` | `#__mokowaas_crm_esign_events` | Audit trail | ### Users & Permissions | Dolibarr Table | MokoWaaS Target | Notes | |----------------|-----------------|-------| | `llx_user` | Joomla users | Map to existing or create new | | `llx_usergroup` | Joomla user groups | Group assignments | ## Constraints - **One-time only** — The import can only be run once. After execution, a flag file or DB record prevents re-running. - **Pre-CRM data** — Must be executed before any manual CRM data entry. If CRM tables are not empty, the tool refuses to run. - **Validation step** — Show a preview/summary of what will be imported before committing (record counts per table, warnings for unmappable data). - **Rollback** — If import fails partway through, roll back all changes (transaction-based). - **Logging** — Full import log stored for audit (what was imported, what was skipped, any errors). ## UI Location - `com_mokowaas` admin → CRM section → "Import from Dolibarr" (only visible when CRM tables are empty) - Wizard-style: Connection → Scan → Preview → Import → Complete - Hidden/removed after successful import

jmiller referenced this issue

2026-06-06 17:15:12 +00:00

Expand MokoWaaS+ERP into full ERP offering — Joomla-native CMS + ERP platform #192

jmiller referenced this issue from a commit

2026-06-06 19:05:20 +00:00

feat: add inventory, labels, email accounts, import, and full heartbeat stats (#192, #196, #198)

jmiller referenced this issue from a commit

2026-06-06 19:51:57 +00:00

feat: Sprint 3 — E-Signature, Inventory, Labels, Email, Import admin views (#192, #197, #198, #196, #204)

jmiller referenced this issue from a commit

2026-06-06 20:37:27 +00:00

feat: article notification plugin + Dolibarr import implementation (#193, #196)

jmiller changed title from ~~Dolibarr to MokoWaaS CRM one-time migration import tool~~ to Dolibarr to MokoSuite CRM one-time migration import tool

2026-06-07 15:15:24 +00:00

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Type Feature

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Reference: MokoConsulting/MokoSuite#196