Migrate from Bidtracer to Odoo CRM

Bidtracer data extraction and Odoo environment setup

FlitStack begins by assessing Bidtracer's export mechanism — whether bulk CSV, API, or manual export is available — and retrieves the full data set (contacts, companies, bids, notes, attachments). Concurrently, we confirm your Odoo edition (Community, Standard, or Custom), identify which Odoo modules are installed (CRM, Project, Documents), and document your Odoo pipeline stage configuration. This phase produces a data inventory report and flags the export constraints that affect sequencing. We create a schema setup plan for any required Odoo custom fields (x_bid_type, x_original_create_date, x_source_bid_id) and deliver it to your Odoo admin before data movement begins.

Owner and user resolution by email match

Bidtracer owner assignments map to Odoo res.users records. FlitStack builds an email-to-user lookup table from your Odoo instance and matches each Bidtracer owner by email. Records with unmatched owners are isolated in a pre-migration report — your team either creates the Odoo user accounts before migration or assigns records to a designated fallback owner. No Bidtracer record lands in Odoo without a resolved owner or a documented fallback decision. This step also resolves the Bidtracer contact-to-company associations, linking contacts to the correct res.partner parent records before bids are created.

Migrate partners, then leads, then attachments

Odoo requires foreign-key ordering: res.partner records must exist before crm.lead records can link via partner_id, and crm.lead records must exist before ir.attachment records can attach. FlitStack sequences the migration as: (1) res.partner for companies and contacts, (2) crm.lead for bids with stage mapping and bid-type field population, (3) ir.attachment for documents linked to crm.lead. Bid status value mapping runs against the pre-created Odoo stage records. Any Bidtracer bid-type values that don't match Odoo pick-list options land as-is in x_bid_type with a flag for Odoo admin post-configuration. Notes concatenate into crm.lead.description with source timestamps preserved.

Sample migration with field-level diff

A representative slice — typically 100–300 records covering contacts from multiple companies, bids across several statuses, and a sample document attachment — migrates first. FlitStack generates a field-level diff comparing source values against Odoo field values, flagging any status mappings that produced unexpected stage assignments, any owner resolutions that fell back to the default user, and any attachments that failed to attach. You review the diff and approve field mapping corrections before the full migration commits. This step typically completes within 24 hours of sample approval.

Full migration run with delta-pickup and rollback readiness

The full Bidtracer dataset migrates into Odoo using the validated field mappings. A delta-pickup window — typically 24–48 hours from go-live signal — captures any Bidtracer records created or modified during the cutover period. FlitStack maintains an audit log of every record created, updated, and linked in Odoo. If reconciliation identifies missing or duplicated records, one-click rollback reverts Odoo to its pre-migration state using the audit log, and the migration re-runs with corrected mappings. Post-migration, your Odoo admin defines x_bid_type pick-list options in Studio, and any unmapped status values receive final stage assignment.