Migrate from Homesnap Pro to Odoo CRM

Homesnap Pro client records map directly to Odoo res.partner. The contact's name, email, phone, and address fields translate 1:1. Owner (agent) assignment resolves by email match to Odoo res.users. Contacts with no email receive a generated placeholder address flagged for review.

Homesnap Pro contacts that your agents tracked as prospects (not yet clients) map to Odoo crm.lead records. The crm.lead record type defaults to 'lead' status. Your team may convert these to 'opportunity' once a deal stage is reached, based on your Odoo pipeline configuration after migration. All prospect metadata, including lead source and agent assignment, transfers with the record.

Homesnap Pro agent accounts map to Odoo res.users by email match. The agent's name, email, and phone transfer as user fields. Odoo requires each user to have a login — agents without an email on file get an admin-created account. Team assignment maps via crm.team.

Odoo has no native real estate listing object. MLS listing data (address, MLS ID, status, price) migrates as custom Char/Selection fields on crm.lead. Listings your team managed directly may alternatively map to product.product records in Odoo's inventory module — we determine this during discovery based on your data usage.

Homesnap Pro stored which properties a contact was interested in or owned as associations on the contact record. These migrate as custom fields on crm.lead (e.g., Interested_Property_MLS_ID__c, Owner_Property_Address__c). For N:N relationships (contact interested in multiple properties), we create a custom link table in Odoo.

Showing requests in Homesnap Pro include property ID, client reference, requested date, assigned agent, and current status. We migrate these as Odoo crm.activity records with activity_type set to 'Showing' and add custom fields for the property reference and showing status. The original timestamp, agent owner, and requested scheduling information all transfer and remain preserved in Odoo.

Market alerts your agents sent to clients via Homesnap Pro become Odoo crm.activity notes with a 'Market Alert' subtype. The alert content, target contact, and send date map directly. Alert type (price drop, new listing, etc.) migrates as a custom selection field.

Homesnap Pro's predictive Likelihood-to-List feature generated a 0–100 score per homeowner. Odoo has no native equivalent. We preserve the score as a custom Integer field (Likelihood_to_List_Score__c) on crm.lead. The algorithm itself cannot be transferred — your team defines the new scoring logic in Odoo's lead scoring.

Agent activity logs (calls logged, notes added, emails sent) in Homesnap Pro migrate to Odoo mail.message records linked to the relevant res.partner or crm.lead. Original timestamps, agent owner, and activity type preserved. Call duration and outcome stored as custom fields where present.

Homesnap Pro Business Suite tracked agent production metrics, rankings, and custom report data. This data lives in Odoo as custom fields on crm.lead (e.g., Agent_Previous_Close_Rate__c) and in Odoo's built-in reporting module. Historical metric snapshots migrate as read-only custom fields — actual pipeline tracking starts fresh in Odoo.

If your Homesnap Pro account stored brokerage or team-level organizational data, this migrates to Odoo res.company records. Agent-level contact information remains in res.partner. Odoo's multi-company model supports separate cost centers, franchise structures, or branch offices if your brokerage operates across multiple locations or divisions.

Homesnap Pro organized agents by office/team implicitly through MLS association. Odoo uses explicit crm.team records for this. We create Odoo crm.team records matching your Homesnap Pro team structure and assign agents (res.users) as team members via crm.team.member. Teams with multiple offices become separate crm.team records.