Our Process

Migration
Methodology

A structured, proven approach to Odoo migration — covering source code, database, and business processes with full transparency at every stage.

Migration Overview

Source Code & Database

Odoo Migration includes two main parts: Source Code migration and Database migration. Each follows a distinct path depending on your edition and hosting.

Odoo Migration methodology — source code and database migration paths

Source Code Migration

  • Remove unused parts (custom models with few records) — discuss with users, prioritize.
  • Refactor outdated libraries and protocols (e.g. FTP → SFTP), consider newer OCA modules, increase test coverage.
  • Use tools like odoo-module-migrator and our internal migration dashboard for tracking.

Database Migration

Enterprise Edition: If using Odoo.sh, upgrade via UI; otherwise use the Odoo Upgrade Platform CLI.
Community Edition: Migrate using OpenUpgrade.
Overall Process

Parallel Execution & User Validation

Our process maximizes efficiency by running database and codebase migration in parallel, and keeps users involved through comparison environments.

Overall migration process — parallel execution and user validation
1

Start database migration in parallel with codebase migration — to deliver a first Odoo-only migrated database early.

2

Provide users with environments to compare old and new versions, based on the same data checkpoints (e.g. V12 20250825 vs V18 20250825).

3

Plan budget for post go-live migration fixes — no migration is complete on day one.