OdooODOO · MIGRATION & UPGRADE

Migrate to Odoo and upgrade between versions without losing a single record

Two paths, one promise: we move you TO Odoo from your current system (SAP, QuickBooks, CONTPAQi, Excel or a custom legacy) or upgrade your Odoo BETWEEN versions with OpenUpgrade. Validated ETL, parallel run and reconciliation reports before go-live. No data loss, and the configuration is 100% your property.

CMMI Level 2
5.0★ on Clutch
200+ projects
Code 100% yours · MTY + Texas

Migrating to Odoo means moving your data and operation from a previous system —or from an old Odoo version— to a clean, supported instance, without losing information and without stopping the business.

We cover two flavors: (a) migrating TO Odoo from legacy systems, SAP, QuickBooks, CONTPAQi or Excel, with data mapping, ETL and validation; and (b) upgrading BETWEEN Odoo versions —typically from one of the supported versions to the latest— using OpenUpgrade to migrate the schema and the custom modules. In both cases we run a parallel run: the old and new systems coexist until reconciliation matches 100%.

Why iTechDev

Fixed budget

Scope and price defined before we start. No hourly billing, no ambiguous scope.

Code 100% yours

All code and configuration are your property from the first commit. No vendor lock-in.

Progress every 2 weeks

Live functional demos each sprint. You see real progress, not a months-long black box.

Engineering with process

CMMI Level 2, 5.0★ on Clutch and 200+ projects. Nearshore team in Monterrey + Texas, in your time zone (CST).

When you need it

Stuck in a trapped system: SAP you barely use, QuickBooks you have outgrown, CONTPAQi/Aspel with no integration, or Excel as your de-facto ERP.
Your Odoo fell behind: you run a version outside the supported ones, with no security patches or access to new features, and your previous partner is gone.
A past migration went wrong: a previous attempt left duplicate catalogs, balances that do not match or lost history, and nobody trusts the numbers.
You are switching editions: you want to move from Community to Enterprise (or vice versa) and need to move data and modules without starting from scratch.
Custom modules block your upgrade: your own development is not compatible with the new version and every upgrade attempt breaks operations.
You cannot stop: you invoice every day and need to migrate without a weekend blackout or the risk of being unable to stamp CFDI.

What it includes

Data audit

Inventory of catalogs (customers, vendors, products), accounting balances, transaction history and dirty records. We find duplicates, inconsistencies and gaps before touching anything, and define what gets migrated, archived or cleaned up.

Data mapping

We translate every source field to the Odoo model: accounts to the SAT chart of accounts, taxes to l10n_mx, units of measure, price lists and the structure of your custom modules. Documented and validated by your business team.

ETL and ingestion

Repeatable, versioned extract-transform-load processes in Python against the Odoo API (XML-RPC) or directly to PostgreSQL. For version upgrades we use OpenUpgrade to migrate the schema and port the custom modules.

Validation and reconciliation

Reconciliation reports that compare source and target record by record: balance totals, catalog counts and transaction sampling. We do not call a record migrated until the report matches 100%.

Parallel run

A period where the previous system and Odoo operate in parallel with real data, to verify the results match before turning off the old one. If something does not add up, we fix it without pressure and without ever stopping operations.

Cutover and rollback plan

We define the cutover date and window, the final load order, the success criteria and a tested rollback plan, so switching to the new system never leaves you unable to invoice or to stamp CFDI.

Training and launch support

Per-role sessions —sales, warehouse, accounting and management— with manuals and videos, plus intensive support during the first weeks of production so the team operates with confidence from day one.

How we work

1

01 · Audit and mapping

We analyze the source system (or your current Odoo version), inventory catalogs, balances and history, and build the field-by-field data map. We come out with the scope, what gets migrated and a phased plan.

2

02 · ETL in a mirror environment

We build and run the migration processes in a test environment, without touching production. For upgrades we apply OpenUpgrade and port the custom modules to the new version.

3

03 · Validation and reconciliation

We generate reconciliation reports and review them with you. We iterate the migration until balances, catalogs and transaction samples match 100%. Nothing reaches production without this validation.

4

04 · Parallel run and cutover

We run in parallel with real data to confirm results, define the cutover date and perform the final load in a controlled window, with a rollback plan ready.

5

05 · Go-live and stabilization

We support the first weeks of production: monitoring, fine-tuning, refresher training and support so the go-live has no surprises.

Tech stack

The tools and platforms we build it with — chosen for your problem, not for hype.

Odoo 17PythonETLPostgreSQLOpenUpgradeOdoo.shXML-RPCpg_dumpl10n_mxCFDI 4.0DockerOCACSV / XMLUAT

Frequently asked questions

Is there a risk of losing data during the migration?

The process is designed so there is not. We always work in a mirror environment —we never migrate directly over production— and every migration ends with reconciliation reports that compare source and target record by record: accounting balances, catalog counts and transaction sampling. We do not call a record migrated until it matches 100%, and the previous system stays alive during the parallel run as a backup. If something does not match, we fix it before the cutover.

How long does a migration to Odoo take?

It depends on the volume and cleanliness of the data. Migrating catalogs, balances and recent history usually takes 4 to 8 weeks including validation and parallel run; a source with many years of dirty history or complex business rules takes longer. An upgrade between Odoo versions with OpenUpgrade is more contained when there are few custom modules. We give you a detailed timeline after the data audit.

Which systems can you migrate to Odoo from?

We migrate TO Odoo from SAP (including Business One), Dynamics, QuickBooks, CONTPAQi, Aspel, AdminPAQ, custom legacy systems and Excel spreadsheets used as an ERP. We extract catalogs, balances and history, map them to the Odoo model (SAT chart of accounts, l10n_mx taxes) and load them with repeatable ETL. If your source is not on the list, we can almost always export it to CSV or read it through its API; we confirm this in the audit.

Can you upgrade my Odoo between versions and from Community to Enterprise?

Yes. We upgrade between Odoo versions —typically from one of the supported versions to the latest— using OpenUpgrade to migrate the database schema, and we port your custom modules to the new version. We also migrate from Community to Enterprise (or the other way around), moving data and configuration without starting from scratch. In both cases we validate with reconciliation and a parallel run before the cutover.

Does the operation stop during the migration?

No. The migration is built and validated in a test environment while you keep operating normally. The parallel run lets you confirm Odoo produces the same results as your current system, and the final load happens in a short, controlled cutover window with a rollback plan ready. We design the cutover so you are never left unable to stamp CFDI or to invoice.

Do you also migrate the tax localization and historical CFDI?

Yes. We map the chart of accounts to the SAT grouping standard and taxes to l10n_mx, and leave Odoo configured with l10n_mx_edi_40 so it stamps CFDI 4.0 from the cutover. As for fiscal history, we import issued and received CFDI as reference records (with their XML stored when available) so you keep accounting traceability; what we do not do is re-stamp already-issued documents, because the SAT prohibits it. We define the exact scope of the history in the data audit.

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