Migrate from CASH to Odoo CRM

Cash contacts map to Odoo res.partner records where contact_type is set to 'contact'. The primary company association for each person becomes the partner_id field on their contact record. For contacts in Cash who are associated with multiple companies, we designate one as the primary company and use commercial_partner_id for consolidated reporting continuity across the organization.

Cash companies map to Odoo res.partner records with contact_type='company'. The company name maps to the name field, domain maps to website, and industry maps to industry_id for categorization. Parent-child hierarchies defined in Cash map directly to parent_id references on the corresponding Odoo partner record.

Cash deals map directly to Odoo crm.lead records with type set to 'opportunity'. The deal name becomes the crm.lead name field, monetary amount maps to planned_revenue, expected close_date becomes date_deadline, and the dealstage field maps to stage_id based on value-mapping rules defined per Odoo team or pipeline configuration.

Cash pipelines transform into Odoo crm.team records representing distinct sales groups. Each pipeline's stage sequence maps to stage_id picklist values scoped to that specific team via the team_id field on the stage record. Teams requiring different stage sequences each receive their own crm.team record with a fully configured stage setup.

Cash stage names map to Odoo crm.stage records via value-by-value mapping configured per team. Stage probability percentages and forecast_category values are reapplied according to Odoo's stage configuration settings. HubSpot-style stage-entry timestamps are preserved as custom datetime fields on crm.lead records for historical tracking purposes.

Odoo CRM does not provide a native lifecycle_stage equivalent in its standard data model. We migrate this critical field as a custom char field named x_cash_lifecycle_stage on crm.lead for opportunity records and res.partner for contact records, preserving the exact values exactly as they appear in the source Cash system.

Cash engagement records encompassing calls, emails, meetings, and notes map to Odoo mail.message entries linked to the parent record via model and res_id fields. The message subtype field distinguishes between email, call, meeting, and note communication types. Original timestamps and author information are preserved directly from the Cash source data.

Cash file attachments associated with records are downloaded and re-uploaded to Odoo ir.attachment records linked to the appropriate res.model (res.partner or crm.lead) using res_model and res_id reference fields. File content is stored in Odoo's filestore system. Size limitations per Odoo instance configuration may apply depending on your server setup.

Cash custom objects map to new Odoo model definitions created via the ir.model interface before migration begins. Each custom object requires its own distinct model definition in Odoo along with corresponding field schemas before any records can be imported. Associations between custom objects and standard objects utilize the res_id plus res_model reference pattern.

Cash owner_id values on deals and contacts are resolved by matching the owner's email address against Odoo res.users records in the destination system. Unmatched owners are flagged and reported before migration — your team must either create corresponding Odoo user accounts first or assign those records to a designated fallback user. No record migrates without a valid Odoo user_id assigned.

Cash contact tags map to res.partner.category records in Odoo representing contact categorization. Deal and lead tags map to crm.tag records linked to crm.lead opportunity records. Tags that do not have existing equivalents in Odoo are automatically created during the migration process itself.

If Cash maintains leads as distinct objects separate from contacts, they map to Odoo crm.lead records with type set to 'lead' rather than 'opportunity'. Lead status values map to stage_id within the lead's designated default team. Converting a lead to an opportunity in Odoo represents a post-migration workflow step handled by your sales team.