Migrate from Eagle CRM to Odoo CRM

Eagle CRM data audit and Odoo target schema planning

FlitStack AI connects to Eagle CRM's API and exports the full object inventory: contact count, company count, deal count per pipeline, contract count per state, and activity volume. We identify custom field definitions (field name, type, pick-list values) and flag records with missing required fields. Simultaneously, we plan the Odoo target schema: which crm.team records to create, which crm.stage records are needed per team, and which custom fields must be pre-created via ir.model.fields before the migration run. We deliver a data audit report and a schema-setup checklist.

Odoo custom field and stage pre-creation

FlitStack AI creates the required custom fields on res.partner and crm.lead via Odoo's ir.model.fields API before writing data. crm.stage records are created under each target crm.team with the correct sequence order and probability values matched from Eagle CRM's pipeline stage definitions. We also create any x_eagle_* custom fields to preserve Eagle CRM internal IDs and original create dates for traceability. This step requires Odoo admin credentials or a user with technical access. FlitStack AI documents every field and stage created so your admin can review and adjust before the migration run.

Owner resolution and user mapping preparation

Eagle CRM owner IDs on contacts, companies, and deals are matched by email address against Odoo res.users records. FlitStack AI generates a user-match report listing: matched owners (confirmed Odoo user exists), unmatched owners (no Odoo user with that email), and duplicate email scenarios. You decide how to handle unmatched owners—invite them to Odoo, assign their records to an existing fallback user, or create a generic 'Eagle Migration' user. The migration does not proceed with records whose owner cannot be resolved unless you explicitly configure a fallback.

Test migration with field-level diff

A representative sample (typically 100–300 records across contacts, companies, deals, and a few activities) migrates first into a non-production Odoo database or a clean sandbox environment. FlitStack AI generates a field-level diff comparing source Eagle CRM field values against destination Odoo field values for each migrated record. You review the diff to confirm pipeline-stage mapping, partner type assignment, contract split logic, and owner resolution. No records are written to the production Odoo database until you approve the test diff. Any mapping adjustments are made before the full run.

Full migration cutover with delta-pickup window

The full migration runs against your production Odoo database. Data is written in dependency order: res.partner records for companies first, then res.partner records for contacts (resolving parent_id to company records), then crm.lead records for deals (resolving partner_id to contacts), then mail.activity and mail.message records linked by external ID. A 24–48 hour delta-pickup window captures any records created or modified in Eagle CRM during the cutover. FlitStack AI generates a post-migration reconciliation report showing record counts per object, unmatched-owner record counts, and any records that failed to write with error details.

Post-migration QA and rollback readiness

FlitStack AI runs automated QA checks against the migrated Odoo data: record count parity with Eagle CRM exports, field value spot-checks on 20 random records per object, and owner resolution coverage percentage. A one-click rollback is available for 72 hours after cutover if reconciliation identifies critical data issues—if the migration produced data loss or field mapping errors beyond an agreed tolerance, FlitStack AI rolls back the Odoo database to its pre-migration state and re-runs. We also export your Eagle CRM workflow definitions as a reference document for rebuilding automations in Odoo Studio.