Odoo is an incredible, easily customizable ERP solution for small, medium, and large business enterprises. It has many vital features, including managing sales, PoS, marketing, HR, accounting, e-commerce, and Customer Relationship Management (CRM), hence managing your business in a wholesome manner. In this blog, we particularly discuss the Odoo data migration process.
Data migration for Comstar USA is a field of expertise in which we have defined our own customized steps which help transfer data from any old conventional system to the new, updated versions of Odoo ERP. Our Odoo experts have an eye for detail as they perform their tasks eliminating all data errors.
Our data migration process usually starts with planning the process, reviewing it with the client, executing the process, and testing. In the planning phase, two separate lists are created for reference data and transaction data. This differentiation helps in dealing with static and dynamic data separately. This differentiation also helps the “customer care” organization handle data quality issues. After this, the data conversion process starts which helps in identifying which customers bought what products, tracking history of the relationship with a client. Once the customer and product data are migrated, then the process for warehouse and inventory starts which consists of the following six steps:
- Data attribute matching for old and new systems.
- Find corresponding fields in the source system for each field in the Odoo database.
- Dump data from the old system while bringing key identifiers from the source and adding a prefix.
- Match the actual data, manipulate it as necessary, and get ready for the upload. Try a limited amount of upload first.
- Start the upload process and then check for quality.
- Then focus on operational and management reports.
Thus, if you are looking for an ERP expert for managing data migration flawlessly? Reach out to Comstar USA, and our Odoo experts will migrate data for your business organization perfectly.”