Migrate from Property Shell to Odoo CRM

Property Shell contacts map to both Odoo res.partner (base contact record) and crm.lead (pipeline record). We create the res.partner first, then create a crm.lead linked via partner_id for every contact so the pipeline view shows the full sales history. This avoids losing the deal context when contacts are imported as pure res.partner records.

Property Shell Company records migrate as Odoo res.partner with is_company=True. The contact records that reference a primary company link via parent_id to maintain the account hierarchy. Multi-company contacts collapse to one primary parent_id with additional companies surfaced as related res.partner records.

Property Shell deal records map to Odoo crm.lead in opportunity mode. The deal name becomes crm.lead.name, amount maps to planned_revenue, and close date maps to date_deadline. Owner resolution uses email matching against Odoo res.users — unmatched owners are flagged before migration so your admin can pre-create users or assign a fallback.

Property Shell pipelines map to Odoo crm.team (sales team) records. Each Property Shell pipeline becomes one crm.team in Odoo, which scopes the pipeline view and team member access. If Property Shell has multiple pipelines per team, we create separate crm.team records and assign each one a default stage sequence.

Each Property Shell pipeline stage maps to an Odoo crm.stage record within the corresponding crm.team. Stage names, sequence order, and probability percentages are recreated value-by-value. Stage-entered timestamps from Property Shell are preserved in a custom stage_history__c datetime field on the crm.lead record since Odoo does not natively track stage-entry timestamps.

Property Shell lifecycle stages (e.g., Prospect, Qualified, Under Contract, Settled) have no Odoo CRM native equivalent. We create a custom Selection field called lifecycle_stage__c on crm.lead and populate it with the original values from Property Shell. The original stage-transition timestamps are preserved in a companion lifecycle_stage_date__c custom Date field.

Property Shell logged calls and emails migrate as Odoo crm.activity records with the original subject, date, user_id, and body preserved. Meetings with start/end times migrate as calendar.event records linked to the crm.lead via activity_ids. All original timestamps are maintained so reporting on activity volume is consistent across the cutover.

Property Shell notes on contacts, companies, or deals migrate as Odoo mail.message records with message_type='comment'. File attachments are downloaded from Property Shell's document store and re-uploaded via Odoo's ir_attachment model, linked by res_model='crm.lead' or res_model='res.partner' and the corresponding record ID. Inline images in notes are re-hosted and the URLs updated.

Property Shell custom property fields (e.g., Lot Number, Floor Plan Type, Settlement Date, Deposit Amount) that are not standard on res.partner or crm.lead become Odoo custom fields via Settings > Technical > Custom Fields. The field type is matched — text properties become Char, numeric properties become Float or Integer, date properties become Date. Selection fields require manual option re-creation in the Odoo UI after migration.

Property Shell owner IDs resolve against Odoo res.users by matching the owner email address to the Odoo user's login. Any owner with no matching Odoo user is flagged before the migration runs — your admin either creates the Odoo user or assigns those records to a designated fallback user. This prevents orphaned crm.lead records with no assigned sales rep.

Property Shell's interactive mapping module stores project stage maps, release data, and lot-level sales status. Odoo has no native mapping visualization module for property development. We export the mapping data as a structured JSON file that can be fed into a custom Odoo module or a third-party BI tool if the interactive display is business-critical.

Property Shell lead nurture journeys and marketing automations tied to lifecycle stages do not migrate. Odoo's marketing automation is built with separate Email Marketing and Marketing Automation apps and cannot import Property Shell's rule definitions. We export all automation definitions as a JSON schema document so your Odoo partner or developer can rebuild the logic in Odoo Studio or using server actions.