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Leaving Evoliz for Dolibarr in 2026: the complete method

Is Evoliz becoming expensive or too limited? Here is the method to migrate invoices, quotes and clients to Dolibarr without losing anything.

Leaving Evoliz for Dolibarr in 2026: the complete method

When Evoliz stops being a fit

Evoliz is loved for its ease of use and its native French e-invoicing integration. But as your business grows, several frictions appear. Pricing becomes aggressive once you add users or legal entities. Features beyond core billing — fine stock management, projects, multi-entity, HR — stay superficial or require paid third-party integrations. And critically, your data stays in a proprietary environment you don't control. Dolibarr, on the other hand, scales to hundreds of users without a license change and stays fully extensible via modules.

  • Evoliz cost climbs fast with users and options
  • Limits on stock, projects, multi-entity
  • Data stored in a non-auditable proprietary cloud
  • Third-party integrations often paid (payroll, banking, e-commerce)
  • Feature evolution dependent on Evoliz's own roadmap

What you absolutely must recover

When migrating from Evoliz, people first think of invoices and clients. But a serious migration must also recover: accepted unbilled quotes (otherwise you lose tracking), credit notes and refunds, deposits collected, expense reports, reconciled bank entries, scanned attachments, and especially the history of e-invoices transmitted via PPF or Chorus Pro. Without this last point you lose the regulatory traceability that becomes critical with France's generalised e-invoicing.

  • Third parties (customers and suppliers) with full data
  • Quotes, orders and invoices with detailed lines
  • Credit notes, deposits and historical refunds
  • Attachments: bank details, contracts, supporting docs
  • E-invoicing transmission traceability

Prepare the Dolibarr target for French invoicing

Dolibarr can be tuned to match French invoicing constraints exactly. Before import, ensure your instance is configured for the FR market: Accounting and Banking modules enabled, French chart of accounts in place, mandatory legal mentions (SIRET, RCS, capital, intra-EU VAT) filled, PDF templates compliant with Article 242 nonies A. Also enable DolicraftLegalCity to manage French city/postal codes during bulk imports, and prepare a PDP (partner dematerialisation platform) connection if you fall under the 2026 e-invoicing reform.

  • French chart of accounts (PCG) loaded and adapted
  • Complete legal mentions on all document templates
  • PDF templates compliant with CGI Article 242 nonies A
  • PDP connector ready for 2026 e-invoicing
  • DolicraftLegalCity to normalise French addresses

DolicraftMigrateEvoliz step by step

DolicraftMigrateEvoliz uses the official Evoliz API to extract all your data without manual file handling. The standard procedure has four steps: generate an API token from your Evoliz account, configure the connector in Dolibarr (API key, date range, entity scope), run in preview mode to validate mapping, then launch the real migration. The module handles code mappings (clients, items, accounts), rebuilds the quote ↔ order ↔ invoice links, and logs every action for audit. An SMB with 5,000 invoices and 800 clients typically takes 30 to 45 minutes of actual execution.

  • Secure Evoliz API token generation
  • Configurable date range to migrate a precise scope
  • Automatic accounting code mapping when configured
  • Quote ↔ order ↔ invoice link reconstruction
  • Complete audit log of every operation

Beyond migration: automate

Once on Dolibarr, take advantage of the move to set up what Evoliz didn't allow. Enable DolicraftRecurring if you have many subscriptions — recurring billing becomes a monthly click. Add DolicraftRelance to automate dunning at +15/+30/+45 days without thinking about it. If you handle many supplier invoices, DolicraftApproval prevents abusive payments by enforcing a validation workflow. And of course, DolicraftAI saves significant time drafting client emails, third-party summaries and ticket responses.

  • DolicraftRecurring: automated subscription billing
  • DolicraftRelance: multi-level automatic dunning
  • DolicraftApproval: purchase validation workflow
  • DolicraftAI: email drafting and third-party summaries
  • DolicraftPennylane: sync to your accountant

Need help with Dolibarr?

Our team of Dolibarr experts is available to support you in your projects: implementation, migration, custom module development and training.