Customer and Vendor Data
Contact records, addresses, payment terms, price lists, and customer or vendor categorisation.
Odoo Migration Services
Odoo Migration Services
Migrate to Odoo or move between Odoo versions with structured planning, data preparation, testing, validation, and go-live support from Sapient365.
Migration Scope
What We Migrate
A migration is successful only when users can continue work with reliable data and clear processes after go-live.
Products and Inventory
Product records, categories, units of measure, stock quantities, lot and serial numbers, and warehouse structures.
Accounting Records
Chart of accounts, opening balances, outstanding invoices, customer and vendor balances where applicable.
Sales and Purchase History
Historical order records, delivery references, invoice data, and transaction history needed for reporting continuity.
CRM and Activities
Lead and opportunity records, pipeline stages, notes, activities, and customer interaction history.
Custom Fields and Reports
Custom field values, report data references, and business-specific records that need to carry forward.
Migration Scenarios
Common Migration Scenarios We Support
Different migrations have different challenges. Sapient365 reviews the source system, data structure, and business process before planning the migration approach.
Legacy System to Odoo
Migrate from an older ERP, accounting system, or custom application into a clean Odoo environment.
Older Odoo to Newer Version
Move data from an older Odoo database to a newer version as part of a version upgrade or fresh install.
Spreadsheets to Odoo
Structure, clean, and import data from spreadsheets, shared files, or manual records into Odoo.
Multiple Systems into Odoo
Consolidate data from disconnected systems, departments, or locations into a single Odoo environment.
Process
A Controlled Migration Path
We reduce migration risk with audits, mapping, trial imports, validation, and business sign-off before go-live.
01
Discovery
Review source system, data structure, quality, volume, and required history before defining scope.
02
Data Mapping
Define Odoo models, required transformations, defaults, field mappings, and dependencies.
03
Test Migration
Run sample migration, review errors, refine mapping, validate records, and confirm reports.
04
Validation
Business users review migrated data, confirm balances, check records, and sign off before go-live.
Risk Management
Migration Risks We Review
Every migration has risk areas. Sapient365 identifies and plans for these before the migration begins.
Data Quality
Incomplete records, inconsistent formatting, duplicates, and missing required fields that need cleanup before import.
Custom Modules
Custom fields, workflows, or reports that affect which data needs to carry forward and how it maps to Odoo.
Accounting Setup
Chart of accounts structure, opening balances, tax configuration, and reconciliation of financial records.
User Access
User roles, company structure, and access rights that need to be configured alongside migrated data.
Integrations
Connected systems, APIs, or external tools that rely on data fields that must be maintained through migration.
Cutover Timing
Business freeze windows, final data export, rollback planning, and go-live support schedule.
Migration Scope Note
Every migration depends on data volume, source system structure, data quality, customizations, integration requirements, accounting setup, and cutover timeline. Sapient365 reviews these details before recommending the migration approach and defining the scope.
Planning a Move into Odoo?
Share your current system, data volume, and timeline. Sapient365 can help you define the migration path and plan for a controlled go-live.