Odoo Migration Services
Doo.Finance stands as the leading network of chartered accountants specializing in Odoo migrations, offering unparalleled expertise in transitioning businesses to this powerful ERP platform.
Our Gold Partner status since 2022 underscores our commitment to empowering clients with optimal financial management through the Odoo ERP, with over 750 individual migrations completed.
How We Lead Your Migration to Odoo
- In-depth assessment of your current systems
- Tailored migration strategy development
- Meticulous data mapping and cleansing
- Rigorous testing and validation
- Ongoing post-migration support and optimization
Pre-Migration
- Configuration of customer and supplier contacts
- Configuration of your chart of accounts in Odoo
- Configuration of your product and invoice templates
- Configuration of the Document module to enable automation of accounting entries
Migration
- Importing your company's chart of accounts
- Importing your customer and supplier data
- Importing your opening balance
- Thorough validation tests on your data and the Odoo platform
Post-Migration
- Implementation of bank synchronisation (current accounts and VISA cards) or implementing an automatic import procedure
- Training in the production of financial and management reports
- Training in customer communication using Odoo (sending invoices and automating customer reminders)
Why Migrate to the Odoo Platform?
Choosing Odoo means embracing a cutting-edge accounting ERP that offers integrated multi-GAAP accounting, real-time financial reporting, fully digitalized accounting processes and scalability for growing businesses.
Your Trusted Migration Partner
Conducting a migration to Odoo is a complex process, with risks associated around maintaining data integrity and preventing downtime. With five years of direct experience working on the Odoo platform, conducting over 750 migrations between different Odoo versions, we've developed a systematic process that delivers smooth, secure transitions.
What we take on, precisely
A migration is not one job. Here is the accounting half of it — the part we own, so you can check that your case is in it.
- Deployment and configuration of the accounting modules
- Core financial parameters
- Journals and chart of accounts
- Opening balances, and tying them back to the system you are leaving
- Bank synchronisation
- Invoice and document templates, and the Documents module
- Test scenarios on the accounting, before go-live
The accounting side, step by step
The risk is not the import. It is whether what lands is still coherent with the environment it lands in — and that is the question a developer is not asked to answer.
- PrepareWhat has to come across, what stays behind, and what has to be decided before anything moves — chart of accounts, journals, fiscal positions.
- MapEach account, each journal, each partner in the old system pointed at its place in the new one. Where nothing matches, we say so before the import, not after.
- CleanBalances nobody has justified in years, suspense accounts, duplicates. Migrating them makes them permanent.
- ImportOpening balances and history, in the order that lets each one be checked.
- ControlThe new trial balance tied back to the old one, line by line. This is the step that gets skipped, and the one an auditor will ask about.
- OpenThe first close in the new environment, run with you rather than handed to you.
- AfterThe differences that only appear at the first VAT return or the first year-end — because that is when they appear.
Frequently Asked Questions
A migration to Odoo involves moving from a third-party website platform to the Odoo platform or migrating from one version of Odoo to another version. Both of these procedures require a migration where existing databases, site configurations and security settings, as well as page designs, are transferred to a new Odoo platform.
The length of any migration to Odoo depends on the complexity of the process, which itself is determined by the size of the website being migrated, the platform or Odoo version it is being migrated from, and any additional considerations or changes that need to be performed during the migration itself. The more complex the migration is, the longer the process will take.
Yes, it's possible for custom modules and features to be migrated between different versions of Odoo – as long as the module or feature exists on both the old and new Odoo versions. Migrating between custom modules requires transferring the database for that module to the newer version, followed by configuration of that database.
While it is possible to try and conduct an Odoo migration by yourself, it is a process that carries a large amount of risk: potential to lose or corrupt data, open security vulnerabilities, suffer prolonged periods of downtime or lose functionalities or designs. Partnering with an experienced Odoo migration service provider like Doo Finance eliminates this risk.
We are able to support migrations from the majority of Odoo versions both for Community and Enterprise. We support migrations from: Odoo 13, Odoo 14, Odoo 15, Odoo 16 and Odoo 17 up to the newest release, Odoo 18. Within modules, we specialise in migrating the accounting, expenses and document modules.
We ensure data integrity during your migration through a systematic approach developed by our experts across 750+ migrations, including meticulous data mapping, cleansing, and rigorous validation testing.