Migrate from Real Intelligence to Odoo CRM

Real Intelligence contacts map to Odoo res.partner records with type='contact'. The partner's name is split into firstname and lastname or stored as a single display name. Email, phone, mobile, and address fields map directly to Odoo standard fields. Partner must exist before activities can link to it.

Real Intelligence companies map to Odoo res.partner records with type='company'. The company contact becomes the commercial partner, and individual contacts under it link via parent_id. Industry, website, and employee count migrate as custom fields or standard Odoo fields where available.

Real Intelligence deals map to Odoo crm.lead records where type='opportunity'. The deal name becomes the lead name, amount maps to planned_revenue, close date maps to date_closed, and stage maps to stage_id via a pre-created crm.stage record. The lead_type field is set to 'opportunity' during import.

Each Real Intelligence pipeline requires a corresponding crm.team (sales team) in Odoo, and each pipeline stage requires a crm.stage record assigned to that team. Stage order is preserved via sequence number. Probability values are captured from Real Intelligence stage definitions and set on each stage record.

Stage names are mapped value-by-value to Odoo stage names per team. Closed-won and closed-lost stages in Real Intelligence map to Odoo's default Closed Won / Closed Lost stages, which trigger automated actions for won/lost probability. All stage timestamps are preserved in custom datetime fields.

Any custom property on a Real Intelligence contact that has no Odoo equivalent is created as a custom field on res.partner via XML data file before migration. Field types are inferred from the source data type (char, selection, float, integer, date). Selection-type custom properties require explicit value_mapping.

Deal-level custom properties migrate to custom fields on crm.lead. Fields like deal_priority, renewal_date, or contract_type are created as selection or date fields in Odoo and populated during the deal migration phase. Each custom field is defined with the correct type, stored via an XML data file for persistence across upgrades, and populated using the source property value. Fields are scoped to opportunity-type leads only.

Real Intelligence call logs map to Odoo mail.activity records with activity_type_id set to the built-in Call type. Activity summary, date, and user assignment are preserved. The activity is linked to the target crm.lead or res.partner via res_id and res_model fields.

Email activities migrate as Odoo mail.message records with message_type='email'. The email subject is stored in the subject field, the body contains the email text, and the send date is preserved as the message date. Each message is linked to the target crm.lead or res.partner via res_id and res_model, and threaded using parent_id when a reply exists. Attachments on the email are reattached to the mail.message as ir.attachment records.

Real Intelligence meetings become Odoo calendar.event records with the original start and stop datetime, duration in hours, location, and meeting description preserved. The event is linked to the corresponding crm.lead or res.partner via the calendar.event model and res_id field, and any invited attendees are created as calendar.attendee records referencing the same partner. Time zones are normalised to UTC using the Odoo server setting.

Freeform notes from Real Intelligence migrate to Odoo mail.message records with message_type='note', preserving the original body text, create date, and owner. Each note is linked to its parent contact or deal via res_id and res_model, and any file attachments on the note are re-created as ir.attachment records linked to the same mail.message. Tags from Real Intelligence are not transferred to notes unless they map to Odoo tags on parent record.

File attachments from Real Intelligence are re-uploaded to Odoo as ir.attachment records with the original filename, MIME type, and binary content. Attachments are linked to the parent crm.lead or res.partner via res_model and res_id. Files exceeding Odoo's large-object threshold are linked by URL instead.

Real Intelligence owner IDs are resolved by matching owner email against Odoo res.users email addresses. Unmatched owners are flagged before migration so the Odoo admin can invite them or assign records to a fallback user. No record lands without a valid OwnerId in Odoo.

Tags from Real Intelligence are created as crm.tag records in Odoo before the main migration runs. Each tag name is normalised for uniqueness and stored with its label. After the tag records exist, they are linked to crm.lead opportunities via the crm.tag.rel many-to-many table during the deal import phase. If a Real Intelligence tag also applies to contacts, the same tag is linked to res.partner records using same crm.tag.rel table.

Deal loss reasons in Real Intelligence are migrated as crm.lost_reason records in Odoo and linked to crm.lead via lost_reason_id when the stage is Closed Lost. Each loss reason retains its description, and if the reason name matches an existing Odoo crm.lost_reason, the existing record is reused; otherwise a new record is created. This field enables reporting to segment loss reasons by category and can be used in Odoo analytics views.