Data Migration

Importing Data into Odoo

Comstar USA with its extensive experience in Data Strategy, Data Architecture and Data Management is particularly adept at Data Migration. We consider our Data Migration methodology a key differentiator. Comstar USA will help you migrate data from your existing system to Odoo. The best way to explain this service is to explain the process Comstar USA follows for data migration. When importing data into Odoo from your existing system there are some key considerations that need to be addressed. The data import process should not be an afterthought.

To make the process efficient, emphasis is placed on planning the data project. What really needs to be migrated, current balance, reference data, master data, on-hand inventory? How much of the historic data will be required in the future? Data conversion is seen as a complete project which is planned in detail with dates. Key part of the plan is to identify the order in which various data types are to be migrated. Selecting the right environment, it should be done in an environment where other testing is not going to interfere with the data Import process. If the same environment is used for both functional testing and data conversion then functional testing can interfere with the data conversion process which can compromise the quality of the data.

Shape
Shape

What’s new?

Although in the new version of Odoo it has become easier to import data, new tools take advantage of machine learning to match data between source and target.

How we do this?

Comstar USA will start with a plan. A plan in which milestones are defined and communicated. There will always be a need for some manual intervention, so the plan will accommodate for it, one cannot avoid the need for manipulating spreadsheets during the import process.

Create a plan, identify which data types have to be imported multiple times, some data is constantly changing as part of the daily business process. Your organization will not stop doing business to accommodate this implementation, we will plan for it.

Planning

1. We will create two lists, first list for the reference data, this data is relatively static does not typically change every day. The second list for transactions and history that will be needed in the new environment. This list gives us details on what transaction history must come across into the new environment to support the “Customer Care” organization.

2. We will create two lists, first list for the reference data, this data is relatively static does not typically change every day. The second list for transactions and history that will be needed in the new environment. This list gives us details on what transaction history must come across into the new environment to support the “Customer Care” organization.

3. After migrating the customer and product data then warehouse, inventory and finally financial data.

The Process

After the planning is complete, then we start our unique six-step process of data migration:

1.

Corresponding fields from source databases are matched with Odoo Database. This is called the mapping process. Some of the tools help but this requires significant manual due diligence.

2.

Dump the data from the current (old) system into files. Remember the order which was agreed to in the planning stage and as identified in the project plan.

3.

Bring along the identifiers and keys from the old system, they will be your key to quality management i.e. de-duplication, matching and maintaining data relationships. They will also be required once again to update just before going live.

4.

Data is transferred from Source Database usually into a spreadsheet, matching done and then it is time to upload. Once again, the order is important.

5.

Start the upload process and now the keys from your old system are important. Often older generation systems do not have their data normalized. Before you upload, you need to make sure that data is organized for a proper relational format. The integrity of these data relationships is key to all reporting and proper functioning of the new system.

6.

Finally, work on the financial data and all the management reporting requirements. In the earlier stages, data design is still fluid. Reporting should wait until the data design is complete.