Two kinds of Odoo migration
Companies come to us with one of two needs. The first is moving into Odoo from another system such as Excel, QuickBooks, Tally, Peachtree or a custom application. The second is upgrading an existing Odoo database to a newer version, often with custom modules that must be carried forward.
Moving to Odoo from another system
We begin by deciding what to migrate. Master data such as customers, vendors, products, price lists and the chart of accounts almost always moves. Open transactions such as unpaid invoices, open purchase orders and stock on hand move as opening entries. Old history is usually kept in the previous system for reference instead of being imported.
- Extract and clean the source data, removing duplicates and fixing codes
- Map each field to its Odoo equivalent
- Run a trial import into a test database
- Reconcile stock, receivables, payables and the trial balance against the old system
- Repeat the import at cutover with final balances
Upgrading an older Odoo version
An upgrade has two parts: the database and the custom code. The database is converted to the new version, while each custom module is reviewed and rewritten where the underlying Odoo models or views have changed. We test every key workflow on the upgraded copy before switching users over.
An upgrade is also the right moment to retire customizations that newer standard features now cover.
Planning the cutover
We pick a cutover date that avoids month-end and peak trading, freeze transactions in the old system, run the final migration and verify balances with your finance team before users start work. A rollback plan is agreed in advance.
Frequently asked questions
Will we lose our historical data?
No. We agree what history is imported and how the rest stays accessible for reference and audit.
How do you check the migration is correct?
By reconciling totals: stock quantities and value, customer and vendor balances, and the trial balance are compared with the source system and signed off by your team.
Can custom modules be upgraded?
Usually yes. Each module is reviewed against the new version and either adapted, rewritten or replaced with a standard feature.