Five simple steps for Odoo Migration

Odoo Migration is the process of upgrading the software platform or Odoo platform. As new Odoo versions are released every year, the users of Odoo can upgrade their platform in accordance with the version releases. Upgrading to newer versions or data migration will help the users to make use of the newly introduced features and functionalities.

Is it a complicated process to complete Odoo Migration? A good and efficient team can easily complete the Odoo migration process without losing the data or features. In short, we can say that there are two major aspects that we have to keep in mind while completing the Odoo migration process.

Ensure the availability of the existing data including confidential documents, reports, and financial statements accessible in the upgraded version also.

Make sure that the software application and add-on features and functionalities used by the company to run different operations should be accessible for use even after completing the Odoo migration process. Besides, the migration should help the company to access new and relevant features.

Importance of Odoo Migration

Odoo migration is important because this process helps users to access all new features being introduced by Odoo. Even if you are using an older version of Odoo, you can upgrade to the new version with data migration. This is not as complicated as the ERP implementation process. Upgrading to newer versions help the Odoo clients to perform their tasks in a faster and better manner. As Odoo introduces new security features every year and new functionalities and modules to help the investors perform tasks based on changing requirements, Odoo migration equips the ERP platform to perform in a more secure and reliable manner.

IT can also assure improved productivity along with better profit. Simplification and systematization of tasks and updated integrations support can also be assured with migration.

Five Steps to Odoo Migration

Step 1: Plan migration and identify the best partner

Migration is an important process that needs proper planning and preparation. As migration requires the assistance of a well-equipped team and the support of the Odoo, the user will first have to identify an Odoo partner. Odoo migration has to be done with utmost care. Hence, the business group has to go for the best Odoo partners to complete the integration to ensure the support of a resourceful team. A Gold Partner of Odoo like Cybrosys Technologies could be the best choice for those planning Odoo migration. With 12+ years of experience, Cybrosys has an efficient team that is capable of handling all technical glitches that could affect the migration process.

Step 2: Backup and Upload the database

Every organization will have its own database, especially when we are using an ERP tool. Before starting Odoo Migration we have to back up this database in a secure way. This will help you to check the differences between the upgraded database and the old one.

Once the backup is done the Odoo partner will go ahead with database uploading. This can be done by anonymizing the database. The database has to be uploaded to the website for completing the migration process. Anonymization will ensure the confidentiality of the data.

Step 3: Odoo team migrate the database and completes database testing

Once the database is uploaded, the Odoo team will run the migration. The database will also be tested by the team. Mostly, the process can be completed within a few hours and the client will receive an email. The user can download the database using the link. In case of any technical issues, the process may consume more time. In such cases also we will receive email communication citing the reason for the delay.

Step 4: Customize migration to suit the database

If step 3 does not go smoothly, the team will start the migration manually. This step may be required when we are migrating complex databases. 2-4 weeks may be required if we have to follow manual methods. Once the migration is completed manually, the client will get an email communication with a link to download the migrated database.

Step 5: Reinstall the migrated database and test the data

The last and final step of Odoo Migration is the reinstallation of the database. The database can be downloaded using the link that the client receives in their email. Once the download is completed we can reinstall the database into the latest version of Odoo ERP. Those opted for anonymization will also have to reverse this process to recover the data.