Migrate from Funnel Leasing to Odoo CRM

Funnel Prospect maps directly to Odoo crm.lead. In Odoo, crm.lead can represent both a Lead (unqualified) and an Opportunity (qualified deal). We import Funnel Prospects as crm.lead records in the New stage, then update stage_id to reflect Funnel's pipeline stage mapping. The lead's name field derives from the prospect's first name + last name or company name.

Funnel Contact maps to Odoo res.partner. Odoo res.partner serves as both the contact/company master record — individual renters map as individual partners, property management contacts map as company partners. Partner addresses, phone, email, and website fields align directly with Funnel's Contact object fields.

When a Funnel Prospect reaches a qualifying stage (Application Submitted or later), we flag the Odoo crm.lead with type='opportunity' to transition it from Lead view to Opportunity/Kanban pipeline view in Odoo. The transformation happens by evaluating Funnel's stage_name field against a mapping table defined in the migration plan before the run.

Funnel Property objects have no native equivalent in Odoo CRM. If your team uses Odoo Inventory or Real Estate module, Properties map to product.product or estate.property. Otherwise, we create a custom x_property model in Odoo to store Property records with fields: name, address, unit_count, property_type. This requires Odoo custom module development or Enterprise Studio configuration.

Funnel Unit records (individual apartments within a Property) map to product.product variants when Odoo Inventory is available. Units carry fields like unit_number, bedrooms, bathrooms, market_rent, and availability_status. When Odoo Inventory is not in scope, Units migrate as custom fields on the related Property record in the x_property model.

Funnel's omnichannel communication logs (email threads, SMS messages, call recordings with notes) map to Odoo mail.message records linked to the corresponding res.partner. Original timestamps and direction (inbound/outbound) are preserved. Call duration and disposition are stored in custom fields on the message record.

Funnel's property tour and appointment records map to Odoo calendar.event entries. The event links to the related crm.lead (prospect) and res.partner (contact). Start/end times, location (property address), and assigned leasing agent (mapped via email to Odoo user) are preserved. Odoo Calendar integration with email is handled by the mail module.

Funnel Lease Application records (applicant data, income verification, background check status, co-applicant details) have no Odoo CRM equivalent. We create an x_lease_application custom model linked to the crm.lead via a many2one relationship. Fields like application_status, submitted_date, approval_date, and income_to_rent_ratio are stored as custom fields on this model.

Funnel user accounts (leasing agents, property managers) map to Odoo res.users by email address matching. Active Funnel users who have a corresponding Odoo login receive their records via owner_id on crm.lead. Funnel users without an Odoo account are flagged and assigned to a fallback migration user pending admin provisioning.

Funnel's prospect tagging system (e.g., 'referral', 'renewal', 'high‑intent') maps to Odoo's crm.tag records. Tags are applied to crm.lead records via the tag_ids many2many relationship. Funnel tags that have no matching Odoo tag are automatically created in Odoo during the migration, ensuring every source tag appears on the corresponding leads after the import completes.

Funnel allows unlimited custom properties on Prospect and Contact objects. Each custom property requires a corresponding Odoo field creation before migration. We inventory all Funnel custom properties, map their data types (text, number, date, picklist) to Odoo field types (char, float, datetime, selection), and create the fields on crm.lead or res.partner via Odoo Studio (Enterprise) or Python model definition (Community).