OdooMigration Checklist

Review how your business runs today and define how it will run in Odoo.

• ✓Document current workflows and processes
• ✓Identify processes to replicate in Odoo
• ✓Define changes and automation flows
• ✓Get stakeholder approval on target processes

Part of Odoo Migration Planning to align system usage.

Prepare your data before starting migration.

• ✓List all data sources and formats
• ✓Check data quality and completeness
• ✓Clean and remove duplicate records
• ✓Standardize formats such as dates, currencies, and codes

Supports Data Migration Checklist steps for clean data transfer.

Understand your current system setup and dependencies.

• ✓Document system architecture
• ✓List integrations and dependencies
• ✓Export sample data for review
• ✓Identify custom fields and logic

Required for Odoo Migration Planning Guide and system review.

Define how data will move into Odoo.

• ✓Create field-to-field mapping documents
• ✓Define transformation rules
• ✓Set lookup value mappings
• ✓Map relationships between data entities

This step is key in ERP Migration Checklist execution.

Verify that data and processes work after migration.

• ✓Define acceptance criteria for each dataset
• ✓Plan test migrations in stages
• ✓Prepare validation checklists
• ✓Schedule user acceptance testing (UAT)

Helps Prepare for Odoo Migration with controlled testing.

Plan the final move to Odoo.

• ✓Create go-live timeline
• ✓Define rollback procedures
• ✓Plan communication with stakeholders
• ✓Schedule post-migration support

Included in Odoo Migration Planning for final execution.