Migrate from Black Ice CRM to Odoo CRM

Black Ice Leads map to Odoo CRM Lead (the crm.lead model before conversion). The source lead fields vary by deployment due to Black Ice's customisable module model, so we conduct a pre-migration field audit via a sample export to document the actual schema. We map standard fields (name, email, phone, company_name) directly and flag any custom fields for explicit Odoo custom field creation with __c suffix before import. Black Ice potential tracking status maps to Odoo's lead_stage_id.

Black Ice Accounts (company records) map to Odoo res.partner records with partner_type set to 'company'. We preserve the company name, address, website, and any associated notes. The res.partner record is created first so that child Contact records can reference it as parent_id during import.

Black Ice Contacts map to Odoo res.partner records with partner_type set to 'individual', linked to their parent Account via parent_id. Email, phone, job title, and custom fields migrate. The contact-to-account relationship is preserved by resolving the Black Ice account association at import time against the res.partner parent record.

Black Ice Potential Tracking records represent deal-stage opportunities. We map these to Odoo crm.lead records with type='opportunity'. The stage name from Black Ice maps to Odoo's stage_id within the designated pipeline, and the estimated value maps to Odoo's planned_revenue field. We configure Odoo's CRM pipeline stages before migration to match the Black Ice stage names.

Black Ice Quotes map to Odoo sale.order records in draft/quotation state. Quote header fields (customer, date, validity) map to their Odoo equivalents. Line items migrate as sale.order.line records with product_id, product_uom_qty, price_unit, and discount preserved. Product codes from Black Ice are resolved to Odoo product.product records via product.code or barcode lookup.

Black Ice Orders (derived from accepted Quotes) map to Odoo sale.order records in confirmed or done state. Order-to-account and order-to-contact relationships carry forward. In Black Ice, orders trigger automatic stock reduction; in Odoo, this is handled by the Inventory app's picking generation on order confirmation, which the customer configures post-migration.

Black Ice Invoices map to Odoo account.move records with move_type='out_invoice'. Invoice lines migrate as account.move.line with account_id resolved to the customer's receivable account. Payment status and due dates carry forward. The invoice-to-order relationship is preserved via the Odoo sale_order_id link on the account.move if the customer enables the Odoo Sales-Accounting integration.

Black Ice Products map to Odoo product.product records. We migrate product name, SKU (product.default_code), list_price, standard_price, and product type (stockable vs. consumable vs. service). Product categories from Black Ice map to Odoo product.category. If Black Ice stores product images, we extract and attach them to product.product records via Odoo's binary field.

Black Ice stock levels migrate to Odoo stock.quant records. Current on-hand quantity per product per location maps to stock.quant's quantity field. Reorder thresholds migrate to Odoo's product.stock.route or product.template's reordering rules if the customer configures Odoo's automated procurement. We extract stock as a point-in-time snapshot; live inventory reconciliation requires post-migration processes.

Black Ice picking lists are application-generated documents derived from stock movements and order triggers. The primary records are the stock quants (migrated above). We document the existence of picking lists in the migration handoff and advise the customer that Odoo's Inventory app generates equivalent picking documents from confirmed sale orders. If the customer requires picking list templates as reference documents, we include them as attachments on the relevant sale.order records.

Black Ice CRM custom fields per module migrate to Odoo custom fields created via Settings > Technical > Models > Fields before data import. We apply Odoo's __c suffix convention and map field types (text to char/text, number to float/integer, date to date). The pre-migration field audit is critical here because Black Ice's customisable nature means no two deployments have identical schemas.

Black Ice stores invoice-to-order lineage. In Odoo, this link is established by enabling the Sale > Configuration > Settings > Set lock setting for sale orders after invoicing, or by linking account.move records to sale.order via the Odoo Sales-Accounting integration. We configure this relationship during the Odoo setup phase and verify during the staging migration.