Migrate from FreeCRM to Odoo CRM

FreeCRM Contact records map to Odoo res.partner with partner_type = contact. Standard fields (name, email, phone, address) migrate directly. FreeCRM's template-driven custom fields on contacts are inventoried during discovery and pre-created as custom fields on res.partner in Odoo. We split comma-separated FreeCRM tags into a character field or create Odoo tags via the crm.tag model depending on the customer's preference. Owner assignment from FreeCRM maps to res.partner.user_id by email match against Odoo res.users.

FreeCRM Company records map to Odoo res.partner with partner_type = company. The company name becomes res.partner.name; website and industry fields map to website and industry_id (the latter to res.partner.industry as a many2one). The parent-child relationship between FreeCRM contacts and companies maps to res.partner.parent_id on each contact record, which Odoo uses to build the company hierarchy in the kanban view.

FreeCRM Lead records map to Odoo crm.lead with type = lead. Lead status values from FreeCRM (which vary per account template) are mapped to Odoo's lead_stage_id stage columns during discovery. We extract the full FreeCRM field set per template, normalize picklist values, and create Odoo stage columns matching the FreeCRM stage names before migration. Lead source from FreeCRM maps to crm.lead.source_id. Any FreeCRM lead scoring or rating properties map to crm.lead.priority or a custom float field.

FreeCRM Deal records map to Odoo crm.lead with type = opportunity. Deal amount maps to crm.lead.expected_revenue; expected close date maps to date_deadline. The FreeCRM deal stage maps to an Odoo crm.lead.stage_id that we configure as a stage column in the pipeline kanban before migration. FreeCRM pipeline names map to Odoo crm.lead.team_id (sales team) or to a separate crm.lead.campaign_id if the customer uses Odoo's CRM campaign module. Closed-Lost and Closed-Won statuses from FreeCRM map to Odoo's lost and won stage states respectively.

FreeCRM pipeline stages are free-text categorical values defined per account, not a structured stage object. We extract the full stage list from every FreeCRM pipeline during discovery, create corresponding crm.stage records in Odoo with the same sequence order, and map each FreeCRM stage name to its Odoo equivalent during Deal import. Probability percentages from FreeCRM migrate to crm.stage.probability on each stage.

FreeCRM task records export with title, due date, status, and related-to (contact or company) fields. We map these to Odoo mail.activity with activity_type_id, res_model = res.partner or crm.lead, res_id pointing to the migrated record ID, user_id resolved by email match, and date_deadline from the FreeCRM due date. Activity creation timestamp migrates to mail.activity.create_date for historical sequencing.

FreeCRM event records (meetings, calls) export with title, start datetime, end datetime, location, and related-to. We map these to Odoo calendar.event with name, start_datetime, stop_datetime, and location preserved. Attendee links from FreeCRM migrate as calendar.attendee records with partner_id resolved via email match against Odoo res.partner. Recurring events in FreeCRM export as individual rows per occurrence.

FreeCRM call logs export as activity records with type = call, duration, disposition, and related-to. We map these to Odoo mail.activity with activity_type_id set to the Odoo Call activity type, duration stored in a custom field or in the activity's note, and res_id/res_model pointing to the migrated contact or lead. Call outcome from FreeCRM maps to the activity note field or a custom disposition field.

FreeCRM custom fields are defined per-record via templates and vary by account. We inventory every distinct custom field across all FreeCRM templates during discovery, create corresponding custom fields on the appropriate Odoo model (res.partner, crm.lead, etc.) via Settings > Technical > Fields or metadata API before migration begins, and map each source field to the new Odoo field during data load. Field types are inferred from FreeCRM data values (text, number, date, checkbox, dropdown).

FreeCRM tags export as comma-separated values on Contact and Company records. We split them into distinct values and map each to Odoo crm.tag records. Tag assignments migrate as crm.lead.tag_ids (many2many) entries on the corresponding crm.lead records. If FreeCRM tags appear on Company records, we attach them to the corresponding res.partner as an Odoo tag or as a character field depending on the customer's tagging strategy preference.

FreeCRM web-to-lead form definitions export with field names and submission history. Form submissions migrate as crm.lead records with type = lead and source identified as the originating form. We deliver a written mapping of form field names to Odoo crm.lead fields rather than migrating form definitions, because FreeCRM form builder configurations do not export. The customer rebuilds forms in Odoo Forms or a third-party form tool and maps the new form IDs during setup.

FreeCRM user accounts export with name and email. We match by email against Odoo res.users to resolve OwnerId on crm.lead and res.partner.user_id on contacts. Owners without a matching Odoo user are placed in a reconciliation queue for the customer's admin to provision the user account before record import resumes. This step gates all subsequent imports because OwnerId is required on crm.lead in most Odoo configurations.