Migration guide
Moving from Sage to Odoo
Why move
Why companies leave Sage
One system
Replace Sage plus separate stock and CRM tools.
Cloud access
Browser and mobile access without remote desktops.
Modern integrations
APIs for eCommerce, banks and other systems.
Mapping
How Sage maps onto Odoo
| Sage | Odoo | Note |
|---|---|---|
| Nominal codes / GL accounts | Chart of accounts | |
| Departments, cost centres, Intacct dimensions | Analytic plans | |
| Customers and suppliers | Contacts | |
| Stock items | Products | |
| Tax codes | Taxes and fiscal positions |
What migrates
- Chart of accounts and opening balances
- Customers and suppliers
- Stock items, quantities and costs
- Open sales and purchase invoices
What usually stays behind
- Closed transaction history (kept read-only in the old system or as an archive export)
- Bank rules, report layouts and automations (rebuilt in Odoo)
- Audit logs from the old system
المنهجية
Migration steps
- 01
Scope and cut-over date
Agree what moves from Sage, how much history, and a go-live date at a month, quarter or year boundary.
- 02
Extract
Export through Sage reports, CSV exports or ODBC/API access depending on the Sage product.
- 03
Clean and map
Remove duplicates and inactive records, then map accounts, taxes, products and partners onto the Odoo configuration.
- 04
Trial loads
Load into a test Odoo database at least twice and reconcile trial balance, receivables, payables and stock each time.
- 05
Cut-over
Freeze Sage, load final balances and open items, reconcile, and go live. Keep Sage read-only for reference.
Watch out for
Common pitfalls
Product differences
Each Sage product exports differently; plan extraction early.
Dimension design
Map Sage dimensions to analytic plans deliberately.
ERP Builders is an independent Odoo services company and is not affiliated with or endorsed by Odoo S.A. “Odoo” is a trademark of Odoo S.A.
الأسئلة الشائعة
الأسئلة الشائعة
We use Sage Intacct. Is that harder?
Intacct's dimensions need careful mapping to analytic plans, but the data is well structured.
الخطوة التالية
Moving off Sage?
We will review your data and give you a migration plan with a fixed scope.