CRM migration
Field-level mapping, validation, and rollback between Assembly Neos and Odoo CRM. We move data and schema; workflows are rebuilt natively in Odoo CRM.
Assembly Neos
Source
Odoo CRM
Destination
Compatibility
9 of 10
objects map 1:1 between Assembly Neos and Odoo CRM.
Complexity
BStandard
Timeline
72–96 hours
Overview
Assembly Neos organizes data around legal matters — Cases, Clients, Documents, Tasks, Billable Time, and Calendar Events — with a schema optimized for law firm workflows. Odoo CRM uses crm.lead (which unifies Leads and Opportunities), res.partner (covering both companies and contacts), ir.attachment, and project.task. This migration maps Neos Cases to Odoo crm.lead records with custom fields for matter type and legal status, Neos Clients to Odoo res.partner, and Neos Documents to Odoo ir.attachment. Billable time entries from Neos migrate to Odoo account.analytic.line for time-tracking continuity. FlitStack AI uses scoped read access to Neos APIs, transforms the data model from matter-centric to opportunity-centric, and loads via Odoo's xmlrpc/JSON-RPC API. A 24–48 hour delta window captures in-flight changes during cutover. Workflows, automations, DocuSign integrations, QuickBooks connections, and ringcentral telephony do not migrate — these require Odoo-native rebuilds documented in the migration plan. The migration also preserves original creation timestamps and staff assignments on crm.lead, enabling historical reporting. Owner resolution maps Neos assigned staff to Odoo res.users by email, ensuring accountability on each lead. Document storage maintains original file names and MIME types.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Assembly Neos object lands in Odoo CRM, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Assembly Neos
Client
Odoo CRM
res.partner
1:1Neos Clients map directly to Odoo res.partner records. The partner_id field serves as the primary contact anchor for all related cases, documents, and time entries. Email uniqueness is enforced in Odoo; duplicate email addresses from Neos flagged for resolution before migration.
Assembly Neos
Case
Odoo CRM
crm.lead
1:1Neos Cases become Odoo crm.lead records. The legal matter number maps to crm.lead.name, and the case status value maps to crm.stage_id via a value-mapping table per case type. Practice area, case type, and jurisdiction are preserved as custom fields on crm.lead since Odoo has no native legal-matter schema.
Assembly Neos
Case Party
Odoo CRM
res.partner + crm.lead.partner_id
many:1Neos stores opposing parties, insurance carriers, witnesses, and medical providers as Case Parties linked to a Case. These parties without existing Client records are created as new res.partner entries with a custom party_role field, and their relationship to the case is preserved via custom fields on crm.lead.
Assembly Neos
Document / Attachment
Odoo CRM
ir.attachment + document.document
1:1Neos documents attached to cases are migrated to Odoo ir.attachment linked to the corresponding crm.lead record. If the Odoo Documents app is active, document.document records are also created with workspace folders per case type for easier retrieval. Neos document version history is preserved as attachment description notes.
Assembly Neos
Task / Checklist Item
Odoo CRM
project.task
1:1Neos case checklists migrate to Odoo project.task records within a dedicated project per case type. Each task inherits the case's partner_id and deadline from the checklist item. Custom fields on project.task store the original Neos checklist item ID and completion status for reconciliation.
Assembly Neos
Calendar Event
Odoo CRM
calendar.event
1:1Neos calendar events (client meetings, depositions, court dates) map to Odoo calendar.event with original start/end datetimes, duration, and attendee list preserved. The event's linked crm.lead is set via the crm_lead calendar extension if installed, otherwise stored as a custom field reference.
Assembly Neos
Billable Time Entry
Odoo CRM
account.analytic.line
1:1Neos time entries linked to cases become Odoo account.analytic.line records with the project_id set to the project created for that case. Billable/non-billable flag maps to Odoo's unit_amount sign convention. Staff user matching by email connects entries to the correct Odoo res.users for timesheet reporting.
Assembly Neos
Custom Field (Case)
Odoo CRM
ir.model.fields (custom)
1:1Neos custom properties on Cases (e.g., Statute of Limitations date, Lien Status, Insurance Policy Number) are created as custom fields on Odoo's crm.lead model using ir.model.fields before field mapping runs. Field type matching (date, char, selection) is applied per Neos property type.
Assembly Neos
User / Staff Member
Odoo CRM
res.users
1:1Neos staff users are matched to Odoo res.users by email address. Active/inactive status is preserved. If no matching Odoo user exists, the Neos user is flagged as an 'unmatched owner' — the migration plan instructs whether to pre-create Odoo users or assign records to a fallback user.
Assembly Neos
Intake Questionnaire Response
Odoo CRM
note.note + custom fields
1:1Neos intake questionnaire answers attached to cases have no Odoo CRM native equivalent. Responses are migrated as note.note records linked to the crm.lead with a subject line naming the questionnaire. Key fields (e.g., injury type, incident date) are optionally extracted into crm.lead custom fields for reporting.
| Assembly Neos | Odoo CRM | Compatibility | |
|---|---|---|---|
| Client | res.partner1:1 | Fully supported | |
| Case | crm.lead1:1 | Fully supported | |
| Case Party | res.partner + crm.lead.partner_idmany:1 | Fully supported | |
| Document / Attachment | ir.attachment + document.document1:1 | Fully supported | |
| Task / Checklist Item | project.task1:1 | Fully supported | |
| Calendar Event | calendar.event1:1 | Fully supported | |
| Billable Time Entry | account.analytic.line1:1 | Fully supported | |
| Custom Field (Case) | ir.model.fields (custom)1:1 | Fully supported | |
| User / Staff Member | res.users1:1 | Fully supported | |
| Intake Questionnaire Response | note.note + custom fields1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Assembly Neos gotchas
Built-in accounting removed requires QuickBooks Online
Per-user pricing model affects migration scope
Document export requires Premium or Pro tier for full OCR
Odoo CRM gotchas
Odoo.sh version gating blocks assisted migrations from trial
Enterprise modules fail to install on Community after database restore
Custom module view inheritance breaks between Odoo major versions
Custom fields risk losing their application context on Community
API access for Community is gated behind the Custom Plan
Pair-specific challenges
Migration approach
Audit Neos data and create Odoo custom fields
FlitStack AI exports a full data dictionary from Assembly Neos via API — clients, cases, case parties, documents, tasks, calendar events, and time entries. We inventory all custom properties on cases and identify non-standard pick-list values for case status and case type. Before any data moves, we create the required custom fields on Odoo's crm.lead, res.partner, and project.task models using ir.model.fields so the schema is ready for field-level validation.
Resolve staff users and case-party contacts
Neos staff members are matched to existing Odoo res.users by email address. Unmatched staff are flagged with a migration plan action — either create the Odoo user first or assign their records to a fallback user. Case parties without existing client records are created as new res.partner entries with x_neos_party_role set, and their link to the crm.lead is stored in a custom reference field on the lead.
Migrate documents and time entries in dependency order
Odoo requires ir.attachment records to be linked to an existing res.partner or crm.lead — so documents migrate after the parent record is created. Billable time entries (account.analytic.line) require a project to exist per case, so project records are created first. FlitStack sequences the migration: res.partner → crm.lead → project.project → project.task → ir.attachment → account.analytic.line. This ordering ensures foreign keys resolve without orphaning records.
Run sample migration with field-level diff
A representative slice — typically 100–300 records across clients, cases, documents, and time entries — migrates first. FlitStack generates a field-level diff report comparing source values against destination field values for every mapped column. You verify case-type mapping, status value mapping, partner deduplication, and time-entry attribution before the full run commits. Approval of the sample diff is the gate for the production migration.
Execute full migration with delta-pickup window
The full dataset migrates against the Odoo production or staging database. A delta-pickup window of 24–48 hours runs simultaneously — any Neos records created or modified during the migration window are captured in a second pass so Odoo reflects Neos's final state at cutover. FlitStack provides an audit log of every record created or updated, and one-click rollback reverts the Odoo database to its pre-migration state if reconciliation reveals data integrity issues.
Platform deep dives
Assembly Neos
Source
Strengths
Weaknesses
Odoo CRM
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Assembly Neos and Odoo CRM.
Object compatibility
1 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Assembly Neos: Not publicly documented.
Data volume sensitivity
Assembly Neos doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during Assembly Neos to Odoo CRM migration scoping. Not seeing yours? Book a call.
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