Odoo Upgrades and Migration

Odoo releases a major version every year and supports the three most recent. A system that is left on an old version eventually loses security updates and the ability to use new features, and the gap between versions grows until an upgrade becomes a re implementation. Companies coming from another ERP face a different problem: years of data in a structure that does not map neatly onto Odoo.

We handle both. An upgrade project moves your database, your custom modules and your integrations to a current version and proves that everything still works before the switch. A migration project takes data from your old system, cleans it, maps it to Odoo and loads it in rehearsals until the numbers reconcile.

What upgrades and migration cover

• An assessment of your current version, custom modules, third party modules and integrations
• A decision on which customisations to keep, replace with standard features, or retire
• Migration of custom modules to the target version, or their replacement with standard configuration
• Test upgrades of your production database, repeated until the result is clean
• Data extraction and mapping from legacy systems, with reconciliation of balances and open items
• Regression testing of every business process, run by your key users against a checklist
• A cut over plan with a rollback, and support through the first month on the new version

Why work with us on upgrades

• We look for opportunities to replace custom code with features that have since become standard, which lowers the cost of every future upgrade.
• Nothing is switched until your key users have tested a full business cycle on the upgraded database.
• Reconciliation is part of the scope: opening balances, open invoices, stock quantities and valuations must match before we call a migration done.
• We document the upgraded system as we go, so the next upgrade starts from a known position.

The usual problem and how we work instead

How we deliver an upgrade or migration

1. Assessment

   Inventory of versions, modules, customisations, integrations and data volumes. A report with the recommended approach, risks and estimate.

2. Preparation

   Code migration or replacement, data mapping and cleaning, and the first test upgrade or test load.

3. Rehearsals

   Repeated test upgrades or loads on a copy of production, each followed by user testing and reconciliation, until the checklist is clean.

4. Cut over

   A planned switch with a rollback option, followed by hypercare and handover to the managed service.

Migrating from other systems

We have worked with data from spreadsheets, accounting packages and older ERP products. The method is the same in each case: understand the structure, agree what is worth moving, and reconcile. If you are considering a move to Odoo, our guide on data migration explains what to prepare before the project starts.