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ERP Builders

Migrate to Odoo

Moving to Odoo from another system

Practical guides for each source system: how its concepts map onto Odoo, what migrates, what is better archived, and the pitfalls we see most often.

Every migration

The same five steps, whatever you are leaving

  1. 01

    Scope and date

    Decide what moves, how much history, and a cut-over at a month, quarter or year boundary.

  2. 02

    Extract

    Export masters, open items and balances from the old system.

  3. 03

    Clean and map

    Remove duplicates and map accounts, taxes, products and partners onto Odoo.

  4. 04

    Trial loads

    Load into a test database at least twice and reconcile balances, receivables, payables and stock.

  5. 05

    Cut-over

    Freeze the old system, load final balances, reconcile and go live.

Next step

Not sure what to migrate?

We will review your current system and recommend what to move and what to archive.