Migrate from PAWS to Odoo CRM

PAWS client records map to Odoo res.partner (contact) records. We split full names into name components, map address fields street, city, state, zip, country directly, and preserve email and phone. The contact_type field on res.partner is set to 'contact'. PAWS owner/staff ID resolves to an Odoo res.users record by email match.

PAWS pet records have no native Odoo equivalent — Odoo has no built-in pet or animal object. We store pet name, species, breed, date of birth, and notes as custom fields (x_pet_name, x_species, x_breed, x_dob) on the pet-owner's res.partner record. If you need a full pet object, we create a custom x_pet model in Odoo and link it via a many2one on the owner partner.

PAWS appointment records convert to Odoo calendar.event. The start_datetime and stop_datetime fields map from PAWS appointment time and duration. The partner_ids field links to the res.partner client record. The user_id field (calendar organizer) resolves from the PAWS staff or vet ID by email match. Appointment status (confirmed, completed, cancelled) maps to Odoo's calendar.event state field.

PAWS call logs and activity notes map to Odoo mail.activity records attached to the client res.partner. The activity_type_id field is set to 'call', 'email', or 'meeting' based on the PAWS activity type. create_date preserves the original timestamp. user_id maps to the Odoo res.users record of the logged staff member. activity_description carries the PAWS notes content.

PAWS vaccination records (vaccine name, date given, expiry/next-due date) store as custom fields on the pet's res.partner: x_vaccination_name, x_vaccination_date, x_vaccination_expiry. Multiple vaccinations per pet append to a custom x_vaccination_log text or one2many field. There is no native Odoo equivalent, so these fields are created during the Odoo schema setup phase before data loads.

PAWS treatment logs map to Odoo mail.message records (internal notes) on the res.partner. Each treatment becomes a mail.message with body containing the treatment text, create_date from PAWS, and author_id from the staff member. We preserve treatment type, diagnosis, and prescribed medication as structured fields if Odoo custom fields are pre-created; otherwise as plain-text note content.

PAWS product catalog items (grooming services, food, medications, retail items) map to Odoo product.product records. Name, description, list_price, and uom_id transfer as direct equivalents. Products flagged as services in PAWS set product.product.type to 'service'. The default_code field stores the PAWS product ID for traceability.

PAWS invoices migrate to Odoo account.move (type='out_invoice'). Invoice number, date, and due date map to name, invoice_date, and invoice_date_due. Total amount and balance due map to amount_total and amount_residual. Line items (product, quantity, unit price) map to account.move.line records with account_id, product_id, quantity, and price_unit. Payment state in Odoo reconciles against Odoo account.payment records if the invoice was paid in PAWS.

Files attached to PAWS client, pet, or invoice records (e.g., medical certificates, intake forms, pet photos) migrate as Odoo ir.attachment records linked to the corresponding res.partner or account.move record via res_model and res_id. The original filename and binary content are preserved. Odoo's attachment storage backend (file system or database) is configured during Odoo schema setup.

PAWS reminder notifications, appointment confirmations, and client communication sequences have no Odoo equivalent that auto-imports. These must be rebuilt using Odoo Studio Automations, ir.actions.server, or Odoo's mail.activity.mixin after go-live. We export a text inventory of every active PAWS automation rule as a rebuild reference for your Odoo admin.

Any third-party integrations connected to PAWS (payment processors, online booking widgets, SMS providers) have no automatic migration path to Odoo. Each integration must be reconfigured in Odoo or replaced with an Odoo-native or third-party app from the Odoo Apps Store. We document all connected services during the discovery phase so your team can prioritize rebuilds.

PAWS staff or user accounts migrate to Odoo res.users records by email address match. Active status, name, and login email transfer. PAWS role or permission sets do not map to Odoo access rights groups automatically — your Odoo admin assigns groups (Sales / Administrator / Portal) post-migration. We flag any PAWS staff without a resolvable email for manual Odoo user creation.