Migrate from Grow CRM to Odoo CRM

Grow CRM Contacts map directly to Odoo CRM Contacts. Standard fields (name, email, phone, address, website, tags) migrate via CSV. The contact-to-company relationship resolves at import time by creating Odoo Companies first and linking each Contact to its parent via the partner_id field. Custom fields on Contacts require schema extraction from Grow CRM's UI or database before Odoo import; we create matching custom fields in Odoo via Settings > Technical > Custom Fields before the contact batch loads.

Grow CRM Company records map to Odoo Partner records with the is_company flag set to true. The company's address fields migrate as contact addresses on the company Partner. If multiple contacts share the same company name in Grow CRM, we deduplicate by domain name or website URL and merge into a single Odoo Company record before contact import.

Grow CRM's Lead object (separate from Opportunities) maps to Odoo's crm.lead model. Lead status, source, and assigned owner transfer as typed fields. In Odoo, Leads convert to Opportunities via the convert lead wizard; we preserve the original Grow CRM lead status as a tag or custom field so the customer's sales team can validate lead quality after import.

Grow CRM Opportunities map to Odoo CRM Opportunities (crm.lead with type = opportunity). Deal value maps to Odoo's planned_revenue; pipeline stage maps to stage_id with stage names normalized to match Odoo's default stage labels or the customer's custom pipeline. Expected close date migrates to date_deadline. Owner assignment resolves via email match against Odoo Users.

Grow CRM pipeline stages are exported as a distinct list during scoping. We pre-create matching Odoo CRM pipeline stages under the customer's sales team before Opportunity import, preserving stage order and probability percentages. If Grow CRM stages have custom colors or labels, we document them for the customer's admin to configure post-import in Odoo's pipeline editor.

Grow CRM Tasks map to Odoo Project Tasks. Task name, description, due date, priority, and assigned user migrate. Custom fields on Tasks in Grow CRM require schema extraction before import; we pre-create matching fields in Odoo's Project module and link them to the Task model. Grow CRM's task-to-contact relationship migrates as a many2one reference to the imported Contact.

Grow CRM Invoices map to Odoo Account moves with move_type = out_invoice. Line items, totals, tax, and payment status migrate. Historical paid invoices import as locked (posted) records; open invoices import in draft state so the customer's accounting team can validate before posting. The invoice-to-contact link preserves as the Partner relation on the Account Move.

Grow CRM Payment records (linked to invoices via Stripe or PayPal) map to Odoo Account Payment records. Amount, payment date, and payment method migrate. We link each Payment to its corresponding Odoo Account Move (invoice) via the reconciled_account_move_ids field. Stripe and PayPal gateway references migrate as notes or custom fields since Odoo uses its own payment provider configuration.

Grow CRM Estimates (quotes or proposals) map to Odoo Sale Order records in draft state. Line items, totals, validity dates, and status migrate. Signed or accepted estimates can be confirmed into Sale Orders post-import if the customer wants to convert them to active orders in Odoo.

Grow CRM Help Desk Tickets map to Odoo Project Tickets if the customer licenses the Project app. Ticket subject, description, priority, status, and assignee migrate. Conversation threads export as plain text from Grow CRM and migrate as Ticket descriptions or as internal Notes on the Ticket record. Odoo's ticket stages are configured to match Grow CRM's ticket status values.

Grow CRM team member roles are not structurally exportable. We extract the user list with their assigned roles during scoping and recreate Odoo User accounts with matching access rights. Grow CRM's role-to-permission mapping is documented as a written specification for the customer's admin to reconfigure in Odoo Access Rights under Settings > Users.

Grow CRM tags on Contacts, Companies, and Opportunities normalize to Odoo Tags. Tags are stored as array or comma-separated values in Grow CRM; we parse and deduplicate during transformation and create matching tag records in Odoo before import. Tags migrate as a many2many relation on the Contact, Company, and Opportunity records.