01
Customers
Prepare and migrate customer records, contact details, reference information and relevant business data.
Move your data. Keep its business value.
Moving to a new ERP system shouldn't mean losing valuable business information.
Bapple provides structured data migration services to help businesses move information from spreadsheets, legacy accounting packages and existing ERP systems into Odoo.
✓
Clean
✓
Structure
✓
Map
✓
Validate
✓
Import
Validation ready
MIGRATION PROJECT
Customer master data
Preparing import
SOURCE FILE
customers_legacy.xlsx
2,486 rows
01
Clean
Remove duplicate and invalid records
✓
02
Structure
Prepare data for Odoo fields
✓
03
Map
Connect source columns to target fields
→
04
Validate
Check records before import
–
FIELD MAPPING
Source → Odoo
Customer Name
→
Name
Mapped
VAT Number
→
Tax ID
Mapped
Customer Code
→
Reference
Mapped
RECORDS
2,486
MAPPED
Ready
TARGET
Odoo
FROM
Spreadsheets
→
FROM
Accounting Systems
→
FROM
Legacy ERP
→
INTO
Odoo
Business information prepared for your new system.
Migration requirements differ from business to business. We can assist with the master data, financial information, operational records and custom datasets required to establish the new Odoo environment.
02
Suppliers
Move supplier records and purchasing-related information into the new environment.
03
Products
Structure and migrate products, services, internal references, categories and related information.
04
Price lists
Prepare customer or supplier pricing structures for use within the configured Odoo environment.
05
Opening balances
Assist with preparing opening financial balances required when the new accounting environment becomes operational.
06
Chart of accounts
Map and prepare the account structure required for the new Odoo accounting configuration.
07
Outstanding invoices
Prepare outstanding customer invoices so open receivables can be carried into the new system where appropriate.
08
Supplier bills
Prepare open supplier bills and payable information needed for the migration into Odoo.
09
Inventory
Prepare inventory quantities and related stock information required for the new operational environment.
10
Employees
Structure and migrate employee information required by the configured HR environment.
11
Assets
Prepare fixed asset information and relevant opening values for the new accounting environment.
12
Historical information
Where required, assist with preparing historical information that needs to remain available in the new system.
13
Custom datasets
Prepare specialised business information and custom records for migration into standard or custom Odoo functionality.
Don't import the problem. Prepare the data first.
We clean, structure, map and validate information before import to reduce errors and create a stronger foundation for your new system.
01
Clean
Review duplicates, missing values and inconsistent records.
02
Structure
Prepare information in a consistent import-ready format.
03
Map
Connect legacy fields to the correct Odoo fields.
04
Validate
Check data before it is introduced into the live environment.
DATA QUALITY
Pre-import validation
Review
TOTAL RECORDS
2,486
READY
2,421
REVIEW
65
✓
Required fields
Mandatory values checked
Passed
✓
Duplicate records
Potential duplicates reviewed
Checked
!
Invalid references
Records requiring correction
Review
✓
Field mapping
Source and Odoo fields aligned
Mapped
Check before import
Reduce avoidable errors
From legacy records to usable Odoo data.
A structured migration separates preparation from the final import, giving the data a chance to be reviewed before it becomes part of the operational system.
01
Extract
Collect the information from the existing source systems.
→
02
Prepare
Clean and structure the information into a usable format.
→
03
Map
Match the existing fields and values to the target Odoo structure.
→
04
Validate
Review the prepared records and correct identified issues.
→
05
Import
Load the validated information into the appropriate Odoo models.
ODOO FOUNDATION
Prepared master data
Ready
✓
Customers
✓
Suppliers
✓
Products
✓
Accounts
✓
Balances
✓
Inventory
DATA READINESS
Prepared for operational use
Odoo
Good ERP data starts before go-live.
The quality of the information introduced into a new ERP system affects reporting, transactions, users and future processes. Preparing the migration properly helps establish a more reliable starting point.
✓
Consistent records
✓
Correct field mapping
✓
Cleaner master data
✓
Better reporting foundation
THE OBJECTIVE
Start the new system with better organised data.
Structured migration helps preserve important business information while reducing avoidable errors and creating a stronger base for your Odoo implementation.
Clean
Records
Mapped
Fields
Validated
Data
Move your data. Keep its business value.
Moving to a new ERP system shouldn't mean losing valuable business information.
Bapple provides structured data migration services to help businesses move information from spreadsheets, legacy accounting packages and existing ERP systems into Odoo.
✓
Clean
✓
Structure
✓
Map
✓
Validate
✓
Import
Validation ready
MIGRATION PROJECT
Customer master data
Preparing import
SOURCE FILE
customers_legacy.xlsx
2,486 rows
01
Clean
Remove duplicate and invalid records
✓
02
Structure
Prepare data for Odoo fields
✓
03
Map
Connect source columns to target fields
→
04
Validate
Check records before import
–
FIELD MAPPING
Source → Odoo
Customer Name
→
Name
Mapped
VAT Number
→
Tax ID
Mapped
Customer Code
→
Reference
Mapped
RECORDS
2,486
MAPPED
Ready
TARGET
Odoo
FROM
Spreadsheets
→
FROM
Accounting Systems
→
FROM
Legacy ERP
→
INTO
Odoo
Business information prepared for your new system.
Migration requirements differ from business to business. We can assist with the master data, financial information, operational records and custom datasets required to establish the new Odoo environment.
01
Customers
Prepare and migrate customer records, contact details, reference information and relevant business data.
02
Suppliers
Move supplier records and purchasing-related information into the new environment.
03
Products
Structure and migrate products, services, internal references, categories and related information.
04
Price lists
Prepare customer or supplier pricing structures for use within the configured Odoo environment.
05
Opening balances
Assist with preparing opening financial balances required when the new accounting environment becomes operational.
06
Chart of accounts
Map and prepare the account structure required for the new Odoo accounting configuration.
07
Outstanding invoices
Prepare outstanding customer invoices so open receivables can be carried into the new system where appropriate.
08
Supplier bills
Prepare open supplier bills and payable information needed for the migration into Odoo.
09
Inventory
Prepare inventory quantities and related stock information required for the new operational environment.
10
Employees
Structure and migrate employee information required by the configured HR environment.
11
Assets
Prepare fixed asset information and relevant opening values for the new accounting environment.
12
Historical information
Where required, assist with preparing historical information that needs to remain available in the new system.
13
Custom datasets
Prepare specialised business information and custom records for migration into standard or custom Odoo functionality.
Don't import the problem. Prepare the data first.
We clean, structure, map and validate information before import to reduce errors and create a stronger foundation for your new system.
01
Clean
Review duplicates, missing values and inconsistent records.
02
Structure
Prepare information in a consistent import-ready format.
03
Map
Connect legacy fields to the correct Odoo fields.
04
Validate
Check data before it is introduced into the live environment.
DATA QUALITY
Pre-import validation
Review
TOTAL RECORDS
2,486
READY
2,421
REVIEW
65
✓
Required fields
Mandatory values checked
Passed
✓
Duplicate records
Potential duplicates reviewed
Checked
!
Invalid references
Records requiring correction
Review
✓
Field mapping
Source and Odoo fields aligned
Mapped
Check before import
Reduce avoidable errors
From legacy records to usable Odoo data.
A structured migration separates preparation from the final import, giving the data a chance to be reviewed before it becomes part of the operational system.
01
Extract
Collect the information from the existing source systems.
→
02
Prepare
Clean and structure the information into a usable format.
→
03
Map
Match the existing fields and values to the target Odoo structure.
→
04
Validate
Review the prepared records and correct identified issues.
→
05
Import
Load the validated information into the appropriate Odoo models.
ODOO FOUNDATION
Prepared master data
Ready
✓
Customers
✓
Suppliers
✓
Products
✓
Accounts
✓
Balances
✓
Inventory
DATA READINESS
Prepared for operational use
Odoo
Good ERP data starts before go-live.
The quality of the information introduced into a new ERP system affects reporting, transactions, users and future processes. Preparing the migration properly helps establish a more reliable starting point.
✓
Consistent records
✓
Correct field mapping
✓
Cleaner master data
✓
Better reporting foundation
THE OBJECTIVE
Start the new system with better organised data.
Structured migration helps preserve important business information while reducing avoidable errors and creating a stronger base for your Odoo implementation.
Clean
Records
Mapped
Fields
Validated
Data