Data Migration
Move data into Odoo with checks your team can trust.
Moving records is only part of a migration. I help clean, map and validate data so the receiving system reflects the business, with a documented way to review exceptions and reconcile the result.
Manamatha Sarnaker · Montreal, Canada · Remote consulting for clients worldwide. Scope, availability and time-zone overlap agreed directly.
When this helps
For teams moving spreadsheets, legacy ERP records or CRM data into Odoo, or resolving data-quality problems before an import.
An import can complete while leaving duplicate records, inconsistent references or totals that do not reconcile. Before loading data, the source structure, target fields and acceptance checks need to be understood. Validation gives the people responsible for the records a way to decide whether the migration is ready.
What we can agree to deliver
Mapping and cleanup scope
Source-to-target field mapping, transformation rules and an agreed approach to duplicates, missing values and exceptions. Supported source formats are assessed from the actual data.
Migration pipeline
A scoped extraction, transformation and loading process using Python and the relevant database tools. Trial runs allow the team to inspect results before accepting a final load.
Validation and reconciliation
SQL checks, counts and relevant business totals, with an exceptions review and acceptance criteria. Finance or operational sign-off is agreed with the responsible team.
How the work takes shape
Inspect sources
Identify the records, their relationships and the quality issues that could affect the target workflow. Establish who can resolve ambiguous source values.
Agree transformations
Document mapping, cleanup and matching rules. Separate records that can be transformed consistently from exceptions that need a business decision.
Load and validate
Run the agreed migration and check the result against source data and target requirements. Review a trial result before deciding on final cutover.
Reconcile and hand over
Present validation results and unresolved exceptions to the responsible reviewers. Agree acceptance, documentation and any remaining cleanup.
Relevant delivery
Migrated 80,000+ legacy records using a Python ETL pipeline and SQL validation, with reconciliation signed off by the client's finance team.
Sornali GroupMigrated 50,000+ operational records alongside configuration, process design and user training during a phased Odoo rollout.
Real Estate CRMConsolidated CRM data and reduced duplicate records by 70%, demonstrating cleanup and matching work in a different business context.
The proposed checks are selected for the records being moved. The 80K case documents finance-approved reconciliation; it does not imply experience with every source ERP or a guaranteed zero-error import.
Before we start
Can migration include cleaning the data?
Yes. Cleanup and duplicate handling can be included, but business rules need to be agreed. Some conflicting records require a decision from the team that owns the data rather than an automatic correction.
Who decides whether the result is acceptable?
The engagement should identify the responsible business reviewers and acceptance checks. In the published manufacturing migration, the client's finance team approved reconciliation.
What should I include in a migration enquiry?
Describe the source system, target Odoo setup, record types, approximate volume and desired cutover. An anonymized field list is useful; do not send confidential exports through the contact form.
Work through an example
Start with the problem.
Describe what needs to move, the approximate volume and which team will accept the migrated data.