Source inventory
List systems, files, record types, owners, retention needs and authorised exports.
MOVE & VALIDATE
Odoo migration, with a planned handover.
Move from existing software or an older Odoo version. Bring the records you need and check the results before the switch.
UAE business requirementsFunctional & technical servicesScope before quotation
WHAT WE DELIVER
A considered move to your next system.
A migration should leave your team ready to continue working. We review the source and target, prepare the data, rehearse the move and coordinate the final cutover with your business owners.
Migration assessment
Review the source software, target version, modules and the records you need to retain.
Data preparation
Map fields, resolve duplicates and agree the approved source files.
Trial imports
Rehearse the transfer and identify mapping or compatibility issues early.
Balance checks
Compare agreed counts, opening balances, stock and active records with their source.
Cutover planning
Set the final extract, transaction freeze, approvals and fallback conditions.
History & handover
Agree access to retained records, user guidance and the support arrangements after the move.
IS THIS THE RIGHT SERVICE?
Different starting points. One controlled move.
01
An older Odoo release
Review the database, custom apps and target-version compatibility.
02
Another ERP or accounts package
Map the required records from authorised source exports.
03
Excel and separate files
Clean and structure the records for a new Odoo setup.
THE RESULT OF THE WORK
Know what
you’ll receive.
Each engagement has agreed deliverables and a named owner for the next step.
Plan your migration- 01An agreed data scope
- What moves, what stays and who approves it.
- 02A rehearsed migration
- Mappings, trial results and resolved differences.
- 03A cutover plan
- Backup, final checks, approval and archive access.
OUR APPROACH
A clear route from enquiry to handover.
- 01
Assess
Confirm the migration route and data scope.
- 02
Prepare
Clean records and map the source to Odoo.
- 03
Rehearse
Run a trial and reconcile the agreed results.
- 04
Switch
Complete final checks and support the handover.
MAKE THE RESULT PROVABLE
Four controls for a safer migration.
A successful import message is not acceptance. Business owners need evidence that the agreed records arrived correctly.
Mapping & cleanup
Define target fields, formats, duplicate rules, transformations and rejected-record handling.
Trial & reconciliation
Compare counts, balances, stock and selected records against signed source evidence.
Cutover & archive
Set the final extract, freeze, downtime, approvals, rollback and read-only history access.
FinanceOpening balances and financial totals
OperationsStock, active orders and operational records
Project ownerCutover readiness and accepted exceptions
A LITTLE MORE DETAIL
Worth clarifying
before we start.
Do we need to transfer all history?
Not always. Full history, selected records or opening balances with an archive are options to assess with your finance and record-retention advisers.
How do we keep the business running?
The plan identifies the entry cut-off, any downtime, the approval window and the fallback if the final move cannot proceed.
What should the reconciliation pack contain?
Include source and target counts, financial control totals, stock quantities, rejected records, selected record samples, explanations for differences and approval by the responsible business owners.
What happens to records that are not migrated?
Define a secure, accessible archive with an owner, retention period and retrieval process. Confirm how users will distinguish archived history from live Odoo records after cutover.
Can you migrate from Tally or Excel?
We review sample exports, required record types and field mappings before confirming feasibility and scope.
Will custom modules move to the new version?
They need a compatibility and licence review. Adaptation and repeat testing may be required.
How are the figures checked?
Finance and operations owners approve agreed reconciliation checks against the source records. An import-success message alone is not acceptance.
Who approves the final switch?
A named business owner signs off the readiness checks. The project plan states who can go ahead, pause or revert the move.
How many trial migrations are needed?
The plan should include enough rehearsals to validate mappings, timing and reconciliation before the final cutover. The number depends on source quality, volume and unresolved differences rather than a fixed rule.
Can failed or rejected records be corrected after import?
They should be recorded, assigned and resolved through a controlled process. Re-import rules must prevent duplicates and preserve the reconciliation evidence used for approval.
No matching questions. Try another term or contact us.
YOUR NEXT ODOO STEP
Let’s talk about your migration.
Share your current setup and what you need to change.