Migrate from Odoo CRM to Nutshell

Odoo's res.partner records with customer=True map to Nutshell Person. Standard fields (name, email, phone, street, city, state, country, website) migrate directly. Partners that are companies (is_company=True) map to Nutshell Company instead. We resolve the is_company flag at export time to direct records to the correct Nutshell object. Partner tags (res.partner.category) migrate as Nutshell Person tags.

Odoo partners flagged is_company=True map to Nutshell Company. Company name, website, phone, and address fields migrate directly. The Nutshell Company is created before any Person import so that the Person-to-Company link is satisfied at insert time. Parent-company hierarchies in Odoo (commercial_partner_id) map to Nutshell's Parent Company relationship.

Odoo Leads with type='lead' map directly to Nutshell Lead. Key fields include name, contact_name, email_from, phone, source_id (mapped to Nutshell Source), and stage_id. The original Odoo type discriminator is stored in a custom field odoo_record_type__c as 'lead' for audit and reconciliation. Lead priority maps from Odoo's priority field to Nutshell's Lead priority.

Odoo Opportunities (crm.lead with type='opportunity') map to Nutshell Lead with the original Odoo type stored in odoo_record_type__c as 'opportunity'. Expected revenue and probability from Odoo migrate to Nutshell Lead monetary fields and a custom probability field respectively. The Odoo opportunity-to-Lead conversion is not required in Nutshell because Nutshell uses a single Lead object for both inbound prospects and active deals; the customer's sales process determines whether a Lead represents a prospect or an active opportunity.

Odoo pipeline stages migrate to Nutshell pipeline stage labels. Stage names and order are preserved. We configure Nutshell pipeline stages during setup to match Odoo's crm.team.stage.rel ordering per team. Custom stages added via Odoo Studio are included in the export and created as Nutshell stage labels before Leads are imported. Probability percentages from Odoo's stage model migrate to informational custom fields in Nutshell since Nutshell's stage probabilities are system-managed.

Odoo Sales Teams (crm.team) map to Nutshell Teams for territory and quota management. Team member assignments (crm.team.member_ids) migrate as Nutshell Team membership records. We map team names and preserve the team-user assignment so that territory-based reporting continues in Nutshell. If Nutshell's team model does not support the customer's full team hierarchy, we document the gap in the migration findings report.

Odoo mail.activity records migrate to Nutshell Tasks linked to the parent Lead. Activity type, date_deadline, user_id (resolved via email to Nutshell User), and note migrate as Nutshell Task subject, due date, assigned User, and description. We preserve the original Odoo activity date for timeline ordering. High-volume activity exports are chunked and sequenced after parent Lead records are confirmed in Nutshell to avoid orphaned task references.

Odoo custom fields defined via Studio or custom addons are stored as columns in crm.lead. We export field definitions alongside data and map them to Nutshell custom fields by type: Odoo char/text maps to Nutshell Text or Long Text, Odoo float/monetary maps to Nutshell Currency, Odoo date/datetime maps to Nutshell Date, Odoo selection maps to Nutshell Dropdown, and Odoo many2one/many2many map to informational text fields in Nutshell since Nutshell does not support relational custom field types. The customer selects the field mapping strategy during scoping.

Odoo CRM tags are a many2many on crm.lead and map to Nutshell tags on the corresponding Lead record. Tag names are preserved as a flat list. Custom tags added via Odoo Studio are included in the export and created in Nutshell before Lead import. If the customer used tags for lead scoring classification, we note this in the findings report since Nutshell's tag model is label-only and does not carry numeric scores.

Odoo ir.attachment records linked to crm.lead via res_model/res_id are exported from the filestore and re-linked to the corresponding Nutshell Lead as file attachments. Large attachment volumes are chunked separately and uploaded after parent Lead records are confirmed. We do not migrate ir.attachment records linked to non-CRM Odoo models (e.g., account.invoice attachments) since those objects are outside CRM scope.