Migrate from Centerbase to Odoo CRM

Centerbase Clients map to Odoo res.partner records with partner gtype=company. Legal entity name goes in name field. Industry, annual revenue, employee count map to Odoo partner fields directly. Billing address and shipping address preserved as partner contact addresses. All addresses retain their original labels for straightforward identification.

Centerbase Contacts map to Odoo res.partner records with partner gtype=contact. Each contact links to its primary client partner via parent_id. When a client has multiple contacts, all map to the same parent_id partner with individual partner records as children. This structure mirrors the original hierarchy accurately.

When a Centerbase contact is marked as the primary client contact, that partner record becomes the default addressee on the parent client partner in Odoo. The primary flag is preserved as a boolean field on the partner record. This ensures the main contact is readily identifiable in Odoo.

Centerbase Matters map to Odoo crm.lead records. Matter name becomes lead name (display_name). Matter status maps to crm.stage via value mapping per matter type. Matter type (e.g., Litigation, Transaction, Corporate) becomes a custom selection field on the lead. This preserves the original categorization for reporting and segmentation.

Odoo CRM does not natively track billing amounts on leads. We create a custom float field x_billing_amount on crm.lead and migrate the matter's total billing amount for reference. Full billing history requires separate Odoo Accounting migration. This allows finance teams to see indicative billing totals without full accounting setup.

Matter billing status (Billed, Unbilled, Pending) migrates as a custom selection field x_billing_status on crm.lead. This preserves the billing state for finance-side reconciliation without requiring Odoo Accounting setup. It provides immediate visibility into the billing state for each lead and supports reporting during the transition period.

Centerbase activities map to Odoo mail.activity records linked to crm.lead. Activity type (call, meeting, email) maps to activity_type_id via value mapping. Subject and notes map to summary and note fields. Original timestamps and owner preserved from source. This maintains complete activity history for future follow-ups.

Documents attached to Centerbase matters or contacts are downloaded and re-uploaded as Odoo ir.attachment records linked to the corresponding crm.lead or res.partner. File content, original filename, and create date are preserved. Inline images in notes are extracted and re-hosted as attachments.

Centerbase owners resolve to Odoo res.users records by email address match. Unmatched owners are flagged before migration so your Odoo admin can create user accounts or assign a fallback owner. User records themselves do not migrate — they are matched against existing Odoo users.

Any custom fields defined on Matter objects in Centerbase are recreated as Studio-defined custom fields on crm.lead in Odoo. Field type is mapped: text to char, number to float, date to date, pick-list to selection. Long-text fields become odoo.text fields.

Custom fields on Client and Contact objects in Centerbase are recreated as Odoo Studio custom fields on res.partner. Relationship-type custom fields (e.g., linking a contact to a matter) are translated to Odoo many2one or many2many field types as appropriate. We ensure field labels and help texts are preserved for user clarity.

Centerbase workflows, automated stages, matter checklists, and triggers have no direct Odoo CRM equivalent. Odoo uses Automated Actions and Server Actions which are destination-side constructs. We export your workflow definitions as a reference document for your Odoo admin to rebuild.