Migrate from LeadTrac to Odoo CRM

LeadTrac Lead maps to Odoo crm.lead with type='lead'. The lead's status, source, and priority fields map to Odoo's stage_id, source_id, and priority. Owner email matches res.users to populate user_id. Custom LeadTrac fields land as custom fields on crm.lead after ir.model.fields creation.

LeadTrac Contact maps 1:1 to Odoo res.partner with contact_type='contact'. The name field is parsed from LeadTrac's firstname and lastname fields, concatenated into Odoo's single name field. Email, phone, mobile, street, street2, city, state, zip, and country fields map directly to their corresponding res.partner fields. Partner_id on LeadTrac leads maps to parent_id on res.partner, establishing the company association.

LeadTrac Company maps to Odoo res.partner with contact_type='company'. The company name from LeadTrac becomes the res.partner name field. Domain/website, industry classification, and employee count map to website, industry_id, and employee_count fields respectively. Annual revenue maps to turnover. Parent-child hierarchy between companies in LeadTrac maps via parent_id on res.partner, preserving organizational structure.

LeadTrac Deal maps to Odoo crm.lead with type='opportunity'. The deal name becomes crm.lead name, amount maps to expected_revenue, close_date maps to date_closed, and pipeline stage maps to stage_id against crm.stage records. Probability values are re-applied based on Odoo's stage configuration. Partner_id links the opportunity to the res.partner account. Owner email matches assign user_id, and priority maps to the priority field on crm.lead.

Each LeadTrac pipeline stage becomes a crm.stage record with name, sequence, and legend_priority. Stage probability values map to Odoo's probability field on crm.lead. Teams with multiple LeadTrac pipelines create multiple crm.stage groups — Odoo's kanban view groups by stage_id and team_id.

LeadTrac team and group structures map to Odoo crm.team records. Team members are resolved by matching their email addresses to existing res.users records, and these users populate the crm.team member list. The team leader assignment maps to crm.team's user_id field (also called team_leader). Opportunities inherit their team_id from either the creating user or from an explicitly assigned team during migration. If a LeadTrac team has no matching Odoo team, one is created.

LeadTrac activity logs map to Odoo crm.activity records linked via active_model='crm.lead' and active_id. Activity type (call, email, meeting) maps to activity_type_id. Subject maps to summary, notes map to note field, and original timestamps preserve activity_date. Email activities also generate mail.message records for thread continuity.

LeadTrac document files map to Odoo ir.attachment. Original filename maps to datas_fname, binary content maps to db_datas, and MIME type maps to mimetype. Res_model and res_id link the attachment to the target record (crm.lead or res.partner). Files over 115MB require chunked upload via Odoo's file upload mechanism.

LeadTrac custom fields require manual field creation in Odoo Settings > Technical > Models. We provide a custom field manifest listing field name, type (char, integer, selection, many2one), and target model. After ir.model.fields creation, migration values populate the custom columns on crm.lead or res.partner.

LeadTrac's association between Lead and Contact objects maps via crm.lead partner_id linking to res.partner. The partner_id field stores the primary contact for a lead or opportunity. When LeadTrac allows multiple contacts per lead, Odoo's crm.lead stores only a primary partner_id — additional secondary contacts are preserved as custom field references or activity log notes for manual linking in Odoo after migration.

LeadTrac owner_id and assigned user fields resolve by email match against Odoo res.users. Unmatched owners are flagged before migration — teams either create Odoo users first or assign records to a fallback user (typically admin). User active status and access rights are validated during resolution.

LeadTrac text notes and log entries map to crm.activity records with activity_type_id='note' and summary containing the note text. Timestamps and owner_ids are preserved. For rich-text notes, we migrate to mail.message with subtype='comment' to maintain formatting and threading in Odoo's activity timeline.