ERP Migration • Odoo Partner
Odoo Migration
Avoid a risky cutover. You can’t afford to lose data or trust when moving to Odoo. You want every customer, product, balance, and order to arrive clean, reconciled, and auditable. We extract, map, validate, and test with you so cutover is calm instead of chaotic. You turn the page with confidence—history intact, numbers tied out, and a system your team believes in.
When migrations go wrong, trust erodes
Bad or incomplete data ripples into reporting, invoicing, inventory, and decision-making. Industry research shows the cost of poor data quality is massive—organizations lose, on average, at least $12.9M per year to data-quality issues.
50–500 employee teams who can’t afford surprises
- Trustworthy data: profiling, cleansing, controlled transformations
- Right upgrade path: Odoo Upgrade for version jumps; OpenUpgrade when self-hosted with customizations
- Evidence before go-live: dry runs, UAT, reconciliations, and a go/no-go backed by numbers
Odoo provides first-class import tools (CSV/XLSX) for contacts, products, bank statements, journal entries, orders—capabilities we accelerate with templates and validations.
Our Migration Playbook
Discover & Scope
We inventory sources, assess quality, and define what moves (masters, open items, selected history). We also confirm hosting and upgrade path (Odoo Upgrade or OpenUpgrade).
Extract & Profile
We pull data into staging, profile for duplicates/anomalies, and flag corrections early.
Map & Transform
Clear mapping specs (legacy → Odoo models/fields), normalization rules, reference data alignment, and external IDs where helpful.
Validate & Rehearse
- Dry-run loads into a test database
- User acceptance testing on key workflows
- Reconciliation packs: record counts, monetary totals, trial balance tie-outs, and subledger-to-GL checks so finance signs off before cutover
Cutover & Hypercare
We execute from a cutover runbook with owners, steps, checkpoints, and a rollback plan—practiced in advance so weekend go-live is predictable.
What we migrate
- Master data: customers, vendors, products, price lists, locations
- Finance: opening balances, chart of accounts, taxes, payment terms
- Transactions: open AR/AP, open sales & purchase orders, initial inventory, selected historical periods
- Attachments & notes: where applicable
For version upgrades with custom modules, we plan and execute upgrade scripts to align schemas and behaviors as part of the Odoo upgrade process.
Risk controls you’ll appreciate
- Multiple rehearsals (full-dress dry run)
- Formal go/no-go with acceptance criteria
- Evidence-based reconciliation (counts, sums, balances) and sign-off by data owners/finance
- Rollback readiness (snapshots/backups)
- Clear stakeholder comms during the cutover window (who does what, when)
What you walk away with
- Data dictionary & mapping specs (traceable and auditable)
- Reconciliation report (how we proved completeness & accuracy)
- Cutover runbook (and actuals from execution)
- Post-go-live hypercare (stability, fixes, and small tuning)
Why Odoo + disciplined migration
- Supported, secure, current: staying on supported Odoo versions delivers security updates and fixes
- Strong tooling: Odoo import/export + upgrade services; OpenUpgrade accelerates self-hosted jumps
- Lower-risk cutovers: practiced, documented runbooks reduce last-minute chaos
Answers for busy teams
- Do we need all historical transactions in Odoo?
- Not always. Many teams migrate masters, open items, inventory, and audited opening balances—then keep legacy detail read-only. Where deeper history is required (analytics, warranties, lot/serial traceability), we plan targeted loads.
- How do you ensure the numbers tie out?
- We reconcile with record counts and financial totals (per source, batch, period) and subledger-to-GL checks until the trial balance matches. Finance signs off before go-live.
- What if we’re jumping major versions or have custom modules?
- We use Odoo’s Upgrade pipeline and/or OpenUpgrade, plus module-level upgrade scripts and automated tests, then rehearse the cutover.
- What’s our role?
- You appoint a data owner, help resolve data questions, review UAT results, and participate in the go/no-go. We keep it light but decisive.
Start with a Migration Fit-Check
A short, structured assessment that identifies scope, risks, and a clear path to a calm cutover.
ERP Migration • Odoo Partner
Odoo Migration
Avoid a risky cutover. You can’t afford to lose data or trust when moving to Odoo. You want every customer, product, balance, and order to arrive clean, reconciled, and auditable. We extract, map, validate, and test with you so cutover is calm instead of chaotic. You turn the page with confidence—history intact, numbers tied out, and a system your team believes in.
When migrations go wrong, trust erodes
Bad or incomplete data ripples into reporting, invoicing, inventory, and decision-making. Industry research shows the cost of poor data quality is massive—organizations lose, on average, at least $12.9M per year to data-quality issues.
50–500 employee teams who can’t afford surprises
- Trustworthy data: profiling, cleansing, controlled transformations
- Right upgrade path: Odoo Upgrade for version jumps; OpenUpgrade when self-hosted with customizations
- Evidence before go-live: dry runs, UAT, reconciliations, and a go/no-go backed by numbers
Odoo provides first-class import tools (CSV/XLSX) for contacts, products, bank statements, journal entries, orders—capabilities we accelerate with templates and validations.
Our Migration Playbook
Discover & Scope
We inventory sources, assess quality, and define what moves (masters, open items, selected history). We also confirm hosting and upgrade path (Odoo Upgrade or OpenUpgrade).
Extract & Profile
We pull data into staging, profile for duplicates/anomalies, and flag corrections early.
Map & Transform
Clear mapping specs (legacy → Odoo models/fields), normalization rules, reference data alignment, and external IDs where helpful.
Validate & Rehearse
- Dry-run loads into a test database
- User acceptance testing on key workflows
- Reconciliation packs: record counts, monetary totals, trial balance tie-outs, and subledger-to-GL checks so finance signs off before cutover
Cutover & Hypercare
We execute from a cutover runbook with owners, steps, checkpoints, and a rollback plan—practiced in advance so weekend go-live is predictable.
What we migrate
- Master data: customers, vendors, products, price lists, locations
- Finance: opening balances, chart of accounts, taxes, payment terms
- Transactions: open AR/AP, open sales & purchase orders, initial inventory, selected historical periods
- Attachments & notes: where applicable
For version upgrades with custom modules, we plan and execute upgrade scripts to align schemas and behaviors as part of the Odoo upgrade process.
Risk controls you’ll appreciate
- Multiple rehearsals (full-dress dry run)
- Formal go/no-go with acceptance criteria
- Evidence-based reconciliation (counts, sums, balances) and sign-off by data owners/finance
- Rollback readiness (snapshots/backups)
- Clear stakeholder comms during the cutover window (who does what, when)
What you walk away with
- Data dictionary & mapping specs (traceable and auditable)
- Reconciliation report (how we proved completeness & accuracy)
- Cutover runbook (and actuals from execution)
- Post-go-live hypercare (stability, fixes, and small tuning)
Why Odoo + disciplined migration
- Supported, secure, current: staying on supported Odoo versions delivers security updates and fixes
- Strong tooling: Odoo import/export + upgrade services; OpenUpgrade accelerates self-hosted jumps
- Lower-risk cutovers: practiced, documented runbooks reduce last-minute chaos
Answers for busy teams
- Do we need all historical transactions in Odoo?
- Not always. Many teams migrate masters, open items, inventory, and audited opening balances—then keep legacy detail read-only. Where deeper history is required (analytics, warranties, lot/serial traceability), we plan targeted loads.
- How do you ensure the numbers tie out?
- We reconcile with record counts and financial totals (per source, batch, period) and subledger-to-GL checks until the trial balance matches. Finance signs off before go-live.
- What if we’re jumping major versions or have custom modules?
- We use Odoo’s Upgrade pipeline and/or OpenUpgrade, plus module-level upgrade scripts and automated tests, then rehearse the cutover.
- What’s our role?
- You appoint a data owner, help resolve data questions, review UAT results, and participate in the go/no-go. We keep it light but decisive.
Start with a Migration Fit-Check
A short, structured assessment that identifies scope, risks, and a clear path to a calm cutover.