OdooMap
FIELD NOTES

Before the first import.

A little preparation makes the import easier to trust. These are the checks we come back to when working through an Odoo migration.

An Odoo data migration checklist

  1. Define the scope. Record target version, company, models and installed modules. Use a sandbox with representative configuration.
  2. Preserve the original. Keep the source file and identify its worksheet, encoding and date/number conventions.
  3. Choose stable identities. Validate that source keys are present and unique. Keep external ID namespaces consistent across retries.
  4. Resolve dependencies. Plan categories, units and related records before dependent rows. Avoid matching by display name alone.
  5. Review the proposal. Read the reasoning behind mapping suggestions, including AI-assisted ones. Check required values, defaults, create versus update behavior and the exact target records.
  6. Execute deliberately. Approve the reviewed content and use a controlled target window.
  7. Reconcile outcomes. Investigate uncertain results before retrying. Save the outcome report with the engagement.

See how OdooMap supports this workflow.