Migrate from IDX Broker to Odoo CRM

IDX Broker leads map to Odoo's crm.lead model. The lead's primary contact name, email, phone, source channel, and status populate the corresponding Odoo fields. Agent assignment resolves via email match to Odoo res.users. Original lead creation timestamp migrates to a custom field since Odoo overwrites CreatedDate at import time.

IDX Broker contacts with a primary associated lead become Odoo res.partner records linked to the corresponding crm.lead via partner_id. Contact name, email, phone, address, and company name map directly. IDX Broker contacts without a linked lead create standalone res.partner records.

IDX Broker saved search records contain criteria such as location, price range, bedrooms, and property type. These criteria serialize into a custom Char or Text field (Saved_Search_Criteria__c) on crm.lead so the information is preserved for reference even though Odoo does not have a native saved-search object.

IDX Broker saved property records track which listings a lead has bookmarked. We store the listing IDs and addresses as a custom Text field (Saved_Property_IDs__c) on the crm.lead. If Odoo has a product or listing module configured, we establish res.partner links to those records as well.

IDX Broker agents associate with listings and leads via an agentId field. We match agents to Odoo res.users by email address lookup. Agents with matched Odoo users map directly. Agents without an email in IDX Broker or without an existing Odoo user account create res.partner records flagged with a custom 'Former_IDX_Agent__c' boolean so the team can create matching Odoo user accounts and reassign records manually after migration completes.

IDX Broker listing data originates from MLS feeds and is syndication-focused rather than sales-management data. We preserve the listing ID and key property details (address, price, status) as a custom field on crm.lead or as a custom product record. Native MLS feed reconnection is an Odoo-side configuration task.

IDX Broker lead statuses (New Lead, Contacted, Active, Closed, Sold) map to Odoo crm.stage values. We create a stage mapping table during the planning phase and apply probability and forecast category values per stage during migration. Teams can adjust stage labels after migration.

IDX Broker tracks lead sources such as IDX Website, Portal, Referral, and Organic. Odoo's source_id field on crm.lead references the CRM Source model. We map the IDX Broker source string to the corresponding Odoo source ID, or create a new CRM Source record dynamically if an exact match does not exist. The original source identifier is stored in the x_IDX_Source__c custom field for traceability.

IDX Broker lead notes migrate as Odoo mail.message records attached to the corresponding crm.lead via the res_model and res_id fields. Original note timestamps and author information (resolved by email match to Odoo res.users) are preserved in the message metadata. Notes created by the IDX Broker system appear under a generic 'IDX System' res.partner author record. The mail.message model preserves the full note body text for audit continuity.

IDX Broker office or brokerage information maps to Odoo res.company, establishing the multi-company context if the Odoo instance has multiple companies configured. We map each IDX Broker office to its corresponding res.company record by name, creating a new company record if an exact match does not exist. Agent-user assignments associate with the correct res.company via user defaults. Leads without an owner default to the primary company fallback user.