Migrate from Contractor+ to Odoo CRM

Contractor+ client and contact records map to Odoo res.partner — the central contact and company model. Name, email, phone, address, and company fields transfer directly. Contractor+ trade, license, and insurance fields create custom property fields on res.partner so Odoo users see contractor context without a separate screen.

When Contractor+ stores a business name on a client record, Odoo res.partner is created with company_type = 'company'. Individual contractor contacts are created as child partners linked via partner_latitude / child_ids so both the firm and the primary contact exist in one record hierarchy.

Contractor+ Job records map to Odoo crm.lead in stage = 'opportunity'. The job name becomes the opportunity name, job status maps to Odoo crm.stage via a value-map, and the assigned technician email resolves to an Odoo res_users record by email match.

Contractor+ job stages (New, In Progress, Completed, On Hold, Cancelled) map value-by-value to Odoo crm.stage records. The Odoo team owning the pipeline determines which stage IDs receive which Contractor+ status. We preserve original stage-entry dates as stage_date custom fields on the opportunity.

Contractor+ Estimates convert to Odoo sale.order in quotation state. Line items become sale.order.line records with product, description, quantity, and price_unit. Tax IDs on Contractor+ estimates map to Odoo account.tax records by value lookup. Estimate acceptance / decline status becomes sale.order state (draft → sent → sale).

Contractor+ subscription tier (Freedom / Pro / Pro Team) has no Odoo native equivalent. We preserve it as a partner property field (x_contractor_tier) so sales reps know which tier the source account held at migration time. Tier-specific feature access is rebuilt through Odoo group assignments.

Contractor+ logged calls and scheduled meetings map to Odoo crm.phonecall (if CRM phone module is active) or calendar.event. Original timestamps, duration, and technician owner are preserved so the Odoo activity kanban reflects the full Contractor+ engagement history.

Contractor+ notes attached to client or job records migrate as Odoo crm.note records linked to the corresponding res.partner or crm.lead via res_model + res_id. Rich-text formatting is preserved where Contractor+ exports it as HTML, including bold, italic, lists, and hyperlinks. Plain-text notes convert without transformation. Attachments referenced within note bodies are extracted and stored separately as ir.attachment records linked to the parent object.

Files attached to Contractor+ client or job records are re-uploaded to Odoo ir.attachment linked to the corresponding res.partner or crm.lead. File name, mimetype, create date, and author information are preserved during migration. Large files exceeding Odoo's configured file size limits are chunked into smaller segments for upload and reassembled in Odoo, with integrity verified via checksum comparison.

Contractor+ client portal access and portal permissions have no direct Odoo equivalent without the Portal module and portal user creation. Client portal state is logged as a boolean custom field (x_has_portal_access) so admins can decide whether to provision Odoo portal access per client after migration. The original portal invitation date and last-login timestamp are stored as additional custom fields (x_portal_invite_date, x_portal_last_login) if available from the Contractor+ export, enabling consistent re-provisioning of portal access in Odoo.

Contractor+ automation rules (auto-follow-up, job-stage triggers, notification workflows) cannot be exported in standard data format. We document every active automation as a rebuild reference guide keyed to Odoo automated actions and server actions so your Odoo admin can reconstruct them. The rebuild guide captures trigger events, condition logic, action sequences, and execution frequency. For complex automations involving time delays or branching conditions, we include annotated Odoo Studio workflow diagrams as part of the post-migration handoff package.

Contractor+ invoice records with payment status map to Odoo account.move in the sale journal. Invoice line items become account.move.line records. Payment state (paid / unpaid / partial) maps to Odoo's reconciliation state via account.payment records linked to the move.