Migrate from Odoo CRM to Zoho CRM

Odoo res.partner serves as both Contact and Company depending on the is_company flag and parent_id self-referential relationship. We split this into Zoho Account (when is_company=true or when the partner has child contacts) and Zoho Contact (when is_company=false). The parent_id becomes the Account lookup on Contact. Company type (individual vs organization) maps to Zoho's Account Type picklist.

Odoo crm.lead records with type='lead' map to Zoho Lead. Fields including name, contact_name, email_from, phone, source_id, and description migrate directly. Odoo's lead_priority maps to Zoho Lead Status or a custom priority field. The split between crm.lead type='lead' and type='opportunity' is applied at migration time as the first transform pass before any object-specific logic runs.

Odoo crm.lead records with type='opportunity' map to Zoho Deal. Key fields including expected_revenue, probability, date_closed, partner_id, and stage_id translate to Zoho Deal Amount, Stage, Expected Close Date, Contact Name lookup, and Pipeline stage. Odoo's probability field is preserved as a custom field because Zoho Deals use Stage-based probability by default.

Odoo pipeline stages from crm.stage are mapped to Zoho Deal Stage picklist values within the target Deals pipeline. Stage order is preserved from the crm.team.stage.rel ordering table. Each stage maps to a Zoho Stage with matching or nearest-neighbor probability. We configure the Zoho Deals pipeline before migration so stage values are available during Deal import.

Odoo Sales Teams (crm.team) map to Zoho CRM user assignments. Team members from member_ids are reconciled against Zoho Users by email. Teams with no direct Zoho equivalent are represented as a group of user assignments on Deals and Leads. If Zoho's built-in group or territory feature is enabled in the destination, we configure it during the Deals pipeline setup phase.

Odoo crm.tag records applied via many2many to crm.lead are extracted as a flat tag list and mapped to a Zoho Multi-Select Picklist field on the Lead and Deal modules. We create the picklist field in Zoho before migration, add all distinct tag values as picklist options, and map the many2many relationship to comma-separated values during import. Tag count exceeding 50 distinct values may require splitting into multiple picklists or a Zoho custom Tags module.

Odoo mail.activity records linked to crm.lead are mapped to Zoho Tasks attached to the corresponding migrated Lead or Deal. Activity type (call, email, meeting, upload_document, etc.) maps to Zoho Task Subject and a custom Task Type picklist. date_deadline, user_id, and note migrate as Task Due Date, Assigned To, and Description. We resolve the Odoo user_id to the Zoho User by email lookup before inserting.

Odoo ir.attachment records linked to crm.lead are exported from the Odoo filestore and reattached to the corresponding migrated Lead or Deal in Zoho. We chunk large attachment batches separately from the primary data migration, remap ir.attachment.res_model and res_id to the Zoho module and record ID, and use the Zoho Files API to upload each attachment with the correct parent reference. Attachment file sizes exceeding Zoho's per-file limit are flagged for manual handoff.

Odoo sale.order records linked to crm.lead opportunities are mapped to Zoho Quotes where the Zoho CRM edition supports Quotes. sale.order.line items map to Quote Line Items with Product Name, Quantity, Unit Price, and Tax. The parent Opportunity reference maps to the Zoho Deal lookup on Quote. Quotations in Odoo without a linked opportunity map to standalone Zoho Quotes with a Contact reference.

Odoo custom fields on crm.lead (stored as database columns) are mapped to Zoho custom fields. Selection fields become Zoho Picklists, many2one fields become Zoho Lookup fields pointing to the corresponding migrated module (Account, Contact, User), and many2many fields become Zoho Multi-Select Picklists. We create the Zoho custom field schema before data migration begins and verify that field definitions are present in the destination before any rows load.

Odoo custom addon modules that define their own model tables (beyond crm.lead columns) are translated to Zoho Custom Modules. We create the module in Zoho via the Modules and Fields UI or API, define the custom field schema to match the Odoo column types, and import the data using Zoho's Data Migration wizard or direct API insert. Lookup relationships between custom module records and standard objects (Contact, Account, Deal) are resolved at migration time using the same email and external ID lookup strategy.

Odoo mail.message records with message_type='comment' (internal notes on crm.lead) migrate to Zoho Notes attached to the parent Lead or Deal. Body content migrates as note text. Notes with attachments carry the attachment references using the same ir.attachment remapping process described above. Notification-type messages (email notifications) are not migrated as they represent system-generated events rather than user content.