Migrate from Market Leader to Odoo CRM

Market Leader contacts map directly to Odoo res.partner records with type='contact'. The partner's company_id links to the corresponding res.partner record of type='company'. Email, phone, address, and job title fields map field-for-field; the original Market Leader contact ID is stored as a custom field for traceability.

Market Leader companies map to Odoo res.partner records with company_type='company'. Name, website, industry, employee count, and annual revenue map to their Odoo equivalents. Parent-company hierarchies in Market Leader translate to the parent_id field on res.partner in Odoo, and maintain the hierarchical relationships.

Raw leads in Market Leader map to Odoo crm.lead records with type='lead'. Lead source, status, assigned owner, create date, and custom lead properties migrate as crm.lead custom fields created in Odoo Studio before the migration runs, and preserve the original creation timestamps for reporting continuity.

Market Leader deals map to Odoo crm.lead records with type='opportunity'. Deal name becomes the crm.lead name field; deal amount maps to expected_revenue; deal stage maps to a crm.stage value created to match Market Leader's pipeline stage names. The crm.lead.partner_id links to the res.partner record for the associated contact.

Market Leader deal pipeline stages map one-to-one to Odoo crm.stage records in the team's pipeline. Each stage name and probability percentage in Market Leader is replicated as stage_name and odoo_stage probability on the corresponding Odoo stage. We create stages in Odoo before migrating deal records so foreign-key constraints resolve correctly.

Market Leader drip campaigns are automation logic that has no Odoo CRM equivalent. We export the full campaign configuration — step order, delay durations, email content, conditional branches — as a structured JSON reference file. Your Odoo admin uses this to rebuild campaigns in Odoo's Email Marketing app or via Studio action rules.

Market Leader calculates a proprietary lead quality score that appears on contact and lead records. Odoo has no native equivalent in Community or Standard. We migrate the score as an integer custom field (x_market_leader_score) on crm.lead. Odoo Enterprise AI customers can optionally replace this with predictive scoring after go-live.

Logged emails in Market Leader map to Odoo mail.message records linked to the corresponding crm.lead or res.partner. The message body, subject, sender, recipient, and timestamp are preserved. Mail thread tracking in Odoo re-links messages to the correct partner and lead records by email address match.

Market Leader call logs map to Odoo crm.activity records with activity_type_id='call'. Call duration, outcome, notes, owner, and timestamp migrate. The activity is linked to the crm.lead or res.partner record that was the call subject, and ensure call details are visible in the timeline for follow-up.

Market Leader scheduled meetings migrate to Odoo calendar.event records. Meeting title, start and stop times, location, organizer, and attendee list are preserved. The event is linked to the corresponding crm.lead via the calendar.event.res_id and model fields, and maintain scheduling accuracy for team calendars.

Market Leader notes and file attachments map to Odoo ir.attachment records linked to the parent crm.lead or res.partner via res_model and res_id. Files are downloaded from Market Leader storage, uploaded to Odoo's filestore, and re-linked by record ID. Odoo Community enforces a 25MB per-file size limit.

Market Leader owner IDs are resolved to Odoo res.users records by email address match. Unmatched owners are flagged before migration begins — your team either creates the Odoo user first or assigns those records to a fallback user. No crm.lead lands without a responsible user in Odoo.

Market Leader lead source values (Zillow, Realtor.com, referrals, etc.) map to Odoo utm.source records. We create the utm.source records in Odoo before migrating leads so the source_id foreign key on crm.lead resolves correctly, and ensure accurate attribution reporting across campaigns.

Market Leader custom properties on contacts, companies, and deals that have no direct Odoo equivalent migrate as custom fields created via Odoo Studio before migration. Each custom field is assessed for type parity — text, integer, selection, date, etc. — and mapped accordingly.

Market Leader supports N:N contact-to-company relationships. Odoo res.partner has a single parent company link. We designate the most recently modified company in Market Leader as the primary company_id on the Odoo res.partner, and surface remaining associated companies as related partner records or a custom many2many field.