CRM migration
Field-level mapping, validation, and rollback between Mobile Service App and Odoo CRM. We move data and schema; workflows are rebuilt natively in Odoo CRM.
Mobile Service App
Source
Odoo CRM
Destination
Compatibility
11 of 11
objects map 1:1 between Mobile Service App and Odoo CRM.
Complexity
CModerate
Timeline
48–72 hours
Overview
Mobile Service App platforms typically model service requests as their primary object, with contacts and companies linked through service-ticket relationships. Odoo CRM uses the crm.lead model for both leads and opportunities, with res.partner for contacts and companies, and crm.activity for logged calls, emails, and meetings. We translate your Mobile Service App entities into Odoo's object model: contacts and companies map to res.partner, service requests map to crm.lead with custom fields for service-specific attributes, and activity history migrates to crm.activity records. Our migration uses Odoo's XML-RPC API to create records in dependency order—companies first, then contacts, then service requests—so foreign-key relationships resolve correctly. Custom fields on service requests become custom fields on crm.lead, and original create dates and owner assignments are preserved in dedicated audit fields. Workflows, automations, and service-desk rules do not migrate and must be rebuilt in Odoo Studio using our exported definition reference. All field mappings are validated during a sample migration phase before the full dataset is committed.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Mobile Service App object lands in Odoo CRM, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Mobile Service App
Contact / Customer
Odoo CRM
res.partner
1:1Direct map to Odoo's partner model. Contacts in Mobile Service App become res.partner records of type 'contact'. Primary company link is set via parent_id for company-parented contacts. Mobile Service App contact IDs are stored in x_mobile_service_id for traceability. Address fields (street, city, state, zip, country) map directly to corresponding Odoo partner fields.
Mobile Service App
Company / Organization
Odoo CRM
res.partner (company type)
1:1Companies map to res.partner records with is_company=True. Parent-child hierarchies use parent_id on res.partner to establish organizational structure. Industry classification, employee count, and annual revenue translate to partner fields or custom fields depending on Odoo configuration and installed industry templates.
Mobile Service App
Service Request / Ticket
Odoo CRM
crm.lead
1:1Service requests translate to crm.lead (opportunity) records. The original service request status maps to crm.lead stage via value mapping. Custom fields on the service request (priority, category, assigned technician) become custom fields on crm.lead using the x_<field_name> naming convention in Odoo's technical settings.
Mobile Service App
Service Status / Stage
Odoo CRM
crm.stage
1:1Each Mobile Service App status value (New, In Progress, Pending, Resolved, Closed) maps to a corresponding crm.stage in Odoo's pipeline. Stage order and probability are set per stage in Odoo's CRM settings. Stage-entered timestamps can be preserved as custom datetime fields.
Mobile Service App
Contact Activity (calls, emails, meetings)
Odoo CRM
crm.activity
1:1Activities logged in Mobile Service App (call logs, email threads, meeting notes) map to crm.activity records linked to the corresponding res.partner. Activity type (call, email, meeting) maps to Odoo's activity_type_id. Original activity dates are preserved in activity_date_deadline and custom audit fields.
Mobile Service App
Custom Fields (service requests)
Odoo CRM
ir.model.fields (x_<name> on crm.lead)
1:1Mobile Service App custom fields on service requests require Odoo custom field creation via Settings > Technical > Database Structure > Models before migration. We create x_<field_name> fields on crm.lead with matching field types (selection, char, text, integer, float). Multi-select fields use char with delimiter or many2many_tags depending on Odoo version.
Mobile Service App
User / Owner
Odoo CRM
res.users
1:1Service request owners and technicians resolve by email match against res.users. Unmatched owners are flagged before migration; records are assigned to a fallback user or left unassigned pending Odoo user provisioning. Team assignments map to crm.team via user_id.team_id. Email-based resolution ensures consistent owner attribution across migrated records.
Mobile Service App
Attachment / File
Odoo CRM
ir.attachment
1:1File attachments on service requests download from Mobile Service App storage and re-upload to Odoo's ir.attachment model linked to the corresponding crm.lead. File size limits apply per Odoo configuration. Inline images in notes are extracted and stored as separate attachments.
Mobile Service App
Notes / Descriptions
Odoo CRM
mail.message / crm.lead description
1:1Service request descriptions and internal notes migrate to crm.lead description field and mail.message records for full audit history. Rich-text formatting is preserved where the target Odoo version supports it. Internal-only notes are flagged in mail.message with internal=True to maintain visibility controls in Odoo.
Mobile Service App
Tags / Labels
Odoo CRM
crm.tag
1:1Tags applied to service requests in Mobile Service App create crm.tag records in Odoo and are linked via crm.lead.tag_ids many2many relation. Tags with no matching Odoo record are created during migration to preserve all label data. Tag names are normalized (lowercase, trimmed) before matching to prevent duplicates.
Mobile Service App
Workflow / Automation Rules
Odoo CRM
No equivalent
1:1Workflows, automation rules, and service-desk triggers in Mobile Service App do not have a direct Odoo equivalent and cannot be migrated. We export workflow definitions as JSON for reference and rebuild guidance. Odoo Studio automation actions, server actions, and base.automation rules are the replacement constructs.
| Mobile Service App | Odoo CRM | Compatibility | |
|---|---|---|---|
| Contact / Customer | res.partner1:1 | Fully supported | |
| Company / Organization | res.partner (company type)1:1 | Fully supported | |
| Service Request / Ticket | crm.lead1:1 | Fully supported | |
| Service Status / Stage | crm.stage1:1 | Fully supported | |
| Contact Activity (calls, emails, meetings) | crm.activity1:1 | Fully supported | |
| Custom Fields (service requests) | ir.model.fields (x_<name> on crm.lead)1:1 | Fully supported | |
| User / Owner | res.users1:1 | Fully supported | |
| Attachment / File | ir.attachment1:1 | Fully supported | |
| Notes / Descriptions | mail.message / crm.lead description1:1 | Fully supported | |
| Tags / Labels | crm.tag1:1 | Fully supported | |
| Workflow / Automation Rules | No equivalent1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Mobile Service App gotchas
Catalog misclassifies MobileServe as a field service CRM
Verification metadata is heterogeneous across activities
No public API or developer portal
Odoo CRM gotchas
Odoo.sh version gating blocks assisted migrations from trial
Enterprise modules fail to install on Community after database restore
Custom module view inheritance breaks between Odoo major versions
Custom fields risk losing their application context on Community
API access for Community is gated behind the Custom Plan
Pair-specific challenges
Migration approach
Audit Mobile Service App data model and export records
FlitStack AI connects to your Mobile Service App via API using scoped read access and inventories all record types: contacts, companies, service requests, activities, attachments, and custom fields. We generate a data inventory report showing record counts per object, custom field definitions with types, and dependency chains (service requests linked to contacts). You review the inventory and confirm which objects and historical records to include in scope. Archived or soft-deleted records are flagged for your decision.
Cleanse data and create Odoo custom fields
We deduplicate contacts by email match and flag duplicates for your resolution. Address fields are normalized to Odoo's expected format. Custom field definitions from Mobile Service App are translated into Odoo ir.model.fields records on crm.lead and res.partner. For selection-type fields, we create the corresponding crm.stage or crm.tag records. You apply any required Odoo custom field changes in your staging environment before we proceed to migration.
Migrate master data in dependency order via Odoo XML-RPC
The migration runs in strict dependency order: companies (res.partner, is_company=True) first, then contacts (res.partner, is_company=False with parent_id set), then service requests (crm.lead) linked to resolved partner_id records, then activities (crm.activity) linked to partner and lead records. Owner resolution maps technician and assignee emails to res.users by email match. Each batch is validated for referential integrity before committing. Odoo XML-RPC rate limiting is handled with throttling and backoff.
Run sample migration with field-level diff
A representative slice of 100–500 records (spanning contacts, companies, service requests, and activities) migrates first into a test Odoo database. We generate a field-level diff comparing source values to Odoo destination values so you can verify that status mappings, custom field translations, owner resolution, and date preservation meet your expectations. You approve the sample before the full run commits. Any field-level corrections are applied to the mapping configuration before proceeding.
Execute full migration with delta pickup and rollback
The full dataset migrates with a delta-pickup window (typically 24–48 hours) that captures any records created or modified in Mobile Service App during the cutover. Audit logs record every API operation. If reconciliation fails or record counts are outside tolerance, one-click rollback reverts Odoo to its pre-migration state. Post-migration, we deliver a reconciliation report showing record counts by object, any records that could not migrate due to data quality issues, and the exported workflow definition JSON for your Odoo admin's rebuild reference.
Platform deep dives
Mobile Service App
Source
Strengths
Weaknesses
Odoo CRM
Destination
Strengths
Weaknesses
Complexity grading
Moderate CRM migration. 3 of 8 objects need a manual workaround.
Overall complexity
Moderate migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Mobile Service App and Odoo CRM.
Object compatibility
3 of 8 objects need a manual workaround.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Mobile Service App: Not publicly documented — typical SaaS limits assumed and confirmed during scoping.
Data volume sensitivity
Mobile Service App doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during Mobile Service App to Odoo CRM migration scoping. Not seeing yours? Book a call.
Walk through your Mobile Service App to Odoo CRM migration with a real engineer — 30 minutes, free, written quote within 24 hours.
Book a free 30 minute consultationAdjacent paths
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