Migrate from ActiveCampaign to Odoo CRM

ActiveCampaign's single Contact object with Lifecycle Stage maps to Odoo's Lead (for unqualified prospects) or Contact (for qualified buyers). Prospects with Lifecycle Stage subscriber, lead, or Marketing Qualified Lead route to Odoo Lead. Lifecycle Stage SAL, opportunity, customer, or evangelist routes to Odoo Contact attached to a Company. We compute the split using the lifecyclestage property at migration time and preserve the original value in a custom field ac_original_lifecycle__c on both Lead and Contact for audit and reporting.

ActiveCampaign Accounts are company-level records that associate with Contacts and Deals. In Odoo CRM, Companies are modeled as Contacts with the company flag set (internal type = company). We extract ActiveCampaign Account records and create Odoo Contacts of type Company, then link all Contact records to their parent Company via the parent_id/commercial_partner_id relationship. This preserves the Account-Contact hierarchy that ActiveCampaign models natively.

ActiveCampaign Deals map directly to Odoo CRM Opportunity records. The deal pipeline maps to an Odoo Sales Team, the deal stage maps to an Odoo pipeline stage, and the deal value maps to Odoo Expected Revenue. We resolve the Contact or Company lookup at migration time using ActiveCampaign's deal-contact associations. Closed-won and closed-lost reasons from ActiveCampaign custom fields migrate to Odoo's Lost Reason field.

Each ActiveCampaign pipeline becomes an Odoo Sales Team. Within each Sales Team, the pipeline stages map to Odoo Stage records in the crm.stage.table. Stage names, display order, and sequence numbers migrate from ActiveCampaign. We configure the Stage as Won or Lost flags in Odoo to match ActiveCampaign's closed-won and closed-lost stage semantics.

ActiveCampaign deal stages map to Odoo crm.stage.table entries per Sales Team. The probability percentages from ActiveCampaign stages map to Odoo Stage sequence and the probability field. We configure Odoo Stages to include the is_won and is_lost boolean flags where ActiveCampaign stages are closed states.

ActiveCampaign tags are a flat label system on Contacts. We export the full tag taxonomy and map them to Odoo Contact Tags (res.partner.category). Tags that represent categorical data (industry, role, segment) may instead map to custom char or selection fields on the Contact; the customer chooses the strategy during scoping. Tag names longer than Odoo's tag name limit truncate with an audit record.

ActiveCampaign Owners map to Odoo User records. We resolve by email match. Any Owner without a matching Odoo User is held in a reconciliation queue for the customer's admin to provision the User before record import. Owner assignment on Deals migrates as Odoo's User_id on the Opportunity record; owner assignment on Contacts migrates as the Odoo User assigned to the Contact.

ActiveCampaign email engagements (opens, clicks, sends) migrate to Odoo Mail Message records linked to the Contact or Lead via the res_model/res_id pattern. Email content subject and body migrate as mail.message body. The email open/click timestamp migrates to the mail.message date field. This preserves the engagement timeline on the Contact record within Odoo's native chatter interface.

ActiveCampaign call engagements migrate to Odoo CRM Activity records with activity_type_id set to the default call activity type. Call duration, disposition, and outcome migrate to custom fields on the activity. The activity_date_deadline is set to the original call timestamp. We link the activity to the Contact or Lead record using Odoo's res_id/res_model pattern.

ActiveCampaign meeting engagements migrate to Odoo CRM Activity records with activity_type_id set to the meeting type. Start time, end time, and location migrate to the corresponding activity fields. Attendees are not a native Odoo CRM Activity field; we store the attendee list in a custom text field and link the activity to the primary Contact or Lead.

ActiveCampaign task engagements map to Odoo CRM Activity records with the default task activity type. Task subject, due date, completion status, and priority migrate. Completed status in ActiveCampaign maps to Odoo's close button (action_close_activity). Owner assignment maps from ActiveCampaign Owner to Odoo User.

ActiveCampaign custom contact fields (both standard-field custom properties and Enterprise-tier custom field definitions) migrate to Odoo custom fields on the res.partner model. We pre-create Odoo fields via Studio or data migration before import, matching field type (char, selection, date, datetime, integer, float, boolean, text) to the Odoo equivalent. Lookup fields in ActiveCampaign (e.g., field referencing another object) map to many2one fields where a matching Odoo model exists, or to a char field with an external ID stored as text.

ActiveCampaign custom deal fields migrate to Odoo crm.lead custom fields. We pre-create the fields in Odoo via Studio or direct field creation before migration. Multi-select deal fields in ActiveCampaign map to Odoo char or selection fields depending on the cardinality of values.

ActiveCampaign campaign send history and engagement metrics (opens, clicks, bounces) are available via campaign report exports. We extract these reports and map campaign names to Odoo Sales Teams or Contact Tags for segmentation. The customer decides whether to surface campaign history as tags on Contact records or as a separate reporting dimension.