CRM migration
Field-level mapping, validation, and rollback between Rent Manager and Odoo CRM. We move data and schema; workflows are rebuilt natively in Odoo CRM.
Rent Manager
Source
Odoo CRM
Destination
Compatibility
12 of 12
objects map 1:1 between Rent Manager and Odoo CRM.
Complexity
BStandard
Timeline
48–72 hours
Overview
Rent Manager organizes property operations around tenants, owners, properties, units, leases, work orders, and payment transactions. It lacks a native CRM pipeline — leads and prospects live in a separate leasing board, and the accounting model is double-entry with charge types and GL accounts baked into the record structure. Odoo CRM's core objects are crm.lead (handling both leads and opportunities), res.partner (unified contact/company model), and crm.team (sales-team assignment). Odoo splits the Contact and Company concept into a single res.partner record with a contact_type field set to 'contact' or 'company'. Lease agreements and recurring rent translate into Odoo CRM as opportunities with a linked product line for the rental rate, or as Odoo Subscriptions if the recurring billing module is active. FlitStack AI extracts Rent Manager data via its read/write API using scoped access — no disruption to your property operations during migration. We map tenants and owners to res.partner, properties and units to product.product with inventory tracking, leases to crm.lead or sale.subscription, and work orders to maintenance.workorder. Payment history maps to account.move records. Custom fields defined in Rent Manager's user-defined field system become Odoo ir.model.fields (char, selection, or relational) created before data lands. Rent Manager workflows, automated escalations, and Zappevent rules do not migrate — we export them as JSON definitions for your Odoo admin to rebuild in Odoo Studio or via server actions.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Rent Manager object lands in Odoo CRM, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Rent Manager
Tenant
Odoo CRM
res.partner
1:1Rent Manager tenants map to Odoo res.partner records with contact_type='contact'. Each tenant's email, phone, and street address translate to the corresponding res.partner fields. The tenant's active lease becomes a linked crm.lead opportunity where the monthly rent and lease term dates are stored in custom fields. Rent Manager's tenant status (Active, Past, Applicant) maps to a custom selection field (x_tenant_status) on the partner record to preserve lifecycle context across the migration.
Rent Manager
Owner
Odoo CRM
res.partner
1:1Property owners map to Odoo res.partner with contact_type='company' for corporate owners or 'contact' for individual landlords. Their name, street, city, state, and zip translate directly to the matching res.partner fields. Owner-specific attributes such as tax ID are stored in custom fields on the partner record. Since Rent Manager's portal credentials do not migrate, Odoo's Partner Portal (Website app) must be configured post‑migration to provide owners with access.
Rent Manager
Property / Building
Odoo CRM
product.product (or stock.location)
1:1Rent Manager properties translate to Odoo product.product records with type='product' when rental inventory tracking is needed, or as stock.location records when unit-level warehouse logic applies. Property address maps to res.partner fields on the product's linked partner record. Multi-building portfolios may require a parent-product grouping via product.category.
Rent Manager
Unit
Odoo CRM
product.product (variant)
1:1Individual units within a property become product.product variants linked to the parent property product. Unit fields (bedrooms, baths, sqft, market rent) map to product.attribute_line values and custom fields (x_bedrooms, x_rent_amount). Unavailable or out-of-service units get a product_category with no_saleable flag.
Rent Manager
Lease / Rental Agreement
Odoo CRM
crm.lead (or sale.subscription)
1:1Active leases map to Odoo crm.lead opportunities with the rental rate stored in a custom currency field. Lease start/end dates map to crm.lead's expected_close and create_date. If Odoo Subscriptions is active, recurring rent agreements become sale.subscription records with period and recurring_rule_line entries.
Rent Manager
Prospect / Leasing Lead
Odoo CRM
crm.lead
1:1Rent Manager's leasing-board prospects map 1:1 to Odoo crm.lead records. Prospect status (New, Touring, Application, Denied) maps to Odoo stage names. Lead source (website, referral, listing site) maps to Odoo's source_id (utm.source). Assigned leasing agents map via email match to Odoo res.users.
Rent Manager
Work Order / Maintenance Request
Odoo CRM
maintenance.workorder (or project.task)
1:1Rent Manager work orders map to Odoo maintenance.workorder when the Maintenance app is installed, or to project.task for maintenance-as-project tracking. Priority, category (plumbing, HVAC, etc.), and vendor assignment carry over as custom fields. Work-order history attaches as Odoo note records with original timestamps.
Rent Manager
Payment / Transaction
Odoo CRM
account.move
1:1Rent Manager payment records become Odoo account.move (customer invoice or vendor bill) entries. Rent payments credit the tenant's receivable account; security deposits become account.move.line records on a liability account. GL account mapping must be configured against Odoo's chart of accounts before migration commits.
Rent Manager
Vendor
Odoo CRM
res.partner
1:1Rent Manager vendors map to Odoo res.partner with supplier_rank=1 and contact_type='company'. Their name, address, phone, and email translate directly to the corresponding res.partner fields. Vendor-specific data such as 1099 category, W-9 status, and default payment terms are stored in custom fields on the partner record. When a vendor is linked to a maintenance request, the relationship is preserved through the maintenance.workorder.vendor_id field, ensuring continuity of service history in Odoo.
Rent Manager
Rent Manager User / Staff
Odoo CRM
res.users
1:1Rent Manager users (property managers, accountants, leasing agents) map to Odoo res.users by email address. User roles and permissions are scoped to Odoo's access-rights model — profile-level permissions require reconfiguration in Odoo Settings > Users. Unmatched users are flagged before migration runs.
Rent Manager
Rent Manager Custom Objects
Odoo CRM
Custom ir.model + ir.model.fields
1:1Rent Manager's user-defined custom fields on any entity map to Odoo custom fields on the corresponding model (res.partner, crm.lead, product.product). Custom entity types beyond standard objects require Odoo custom model creation via the ORM — FlitStack delivers a model-definition JSON alongside the data migration so your Odoo developer can create the model before import.
Rent Manager
Rent Manager Document / Attachment
Odoo CRM
ir.attachment
1:1Lease agreements, tenant applications, inspection reports, and other attachments stored in Rent Manager's document system migrate as Odoo ir.attachment records linked to the corresponding res.partner, crm.lead, or product.product record. Files re-upload to Odoo's filestore using the original filename and mime type preserved.
| Rent Manager | Odoo CRM | Compatibility | |
|---|---|---|---|
| Tenant | res.partner1:1 | Fully supported | |
| Owner | res.partner1:1 | Fully supported | |
| Property / Building | product.product (or stock.location)1:1 | Fully supported | |
| Unit | product.product (variant)1:1 | Fully supported | |
| Lease / Rental Agreement | crm.lead (or sale.subscription)1:1 | Fully supported | |
| Prospect / Leasing Lead | crm.lead1:1 | Fully supported | |
| Work Order / Maintenance Request | maintenance.workorder (or project.task)1:1 | Fully supported | |
| Payment / Transaction | account.move1:1 | Fully supported | |
| Vendor | res.partner1:1 | Fully supported | |
| Rent Manager User / Staff | res.users1:1 | Fully supported | |
| Rent Manager Custom Objects | Custom ir.model + ir.model.fields1:1 | Fully supported | |
| Rent Manager Document / Attachment | ir.attachment1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Rent Manager gotchas
Sensitive PII is encrypted at rest and requires elevated API scopes
Invoice/Payables bifurcation creates duplicate transaction lines
API is an add-on subscription not included in any bundle
Implementation fee is 2x monthly subscription cost
No free trial means migration decisions lack a test-before-commit option
Odoo CRM gotchas
Odoo.sh version gating blocks assisted migrations from trial
Enterprise modules fail to install on Community after database restore
Custom module view inheritance breaks between Odoo major versions
Custom fields risk losing their application context on Community
API access for Community is gated behind the Custom Plan
Pair-specific challenges
Migration approach
Inventory Rent Manager entities and map to Odoo models
FlitStack AI connects to Rent Manager via scoped read access (no write permissions requested) and pulls a full entity export: Tenants, Owners, Vendors, Properties, Units, Leases, Work Orders, Payments, and any user-defined custom fields. We cross-reference the export against Odoo's current model schema — checking which Odoo apps are installed (CRM, Inventory, Maintenance, Subscriptions) and what custom fields already exist — to produce a mapping specification. This spec defines which Rent Manager entity maps to which Odoo model and which transformation rules apply.
Create Odoo custom fields and prepare target schema
Before data lands in Odoo, FlitStack creates the custom fields identified in the mapping specification: x_tenant_status, x_monthly_rent, x_lease_start_date, x_property_type, x_unit_status, and others on res.partner, crm.lead, and product.product. If Odoo Subscriptions is active, recurring-rent fields target sale.subscription. We also verify that res.country.state records exist for every state referenced in the Rent Manager address data — missing states are created in Odoo to prevent failed foreign-key assignments during import.
Resolve Rent Manager users and owners to Odoo res.users by email
Rent Manager staff (property managers, leasing agents) resolve to Odoo res.users by email address match. Rent Manager owner and vendor records resolve to res.partner entries, with Rent Manager's entity-type distinction preserved as a custom field. Unmatched records — those with no corresponding Odoo user or partner — are flagged in a pre-flight report. Your team either creates the missing Odoo users and partners before migration or assigns records to a designated fallback owner.
Run a sample migration with field-level diff on 100–500 records
FlitStack migrates a representative slice — spanning tenants, properties, units, active leases, and work orders — and generates a field-level diff between the Rent Manager source values and the Odoo destination records. This diff validates that custom field values, date formats, monetary amounts, and stage assignments landed correctly. You review the diff in a shared validation report; any mapping corrections are applied before the full migration run commits.
Execute full migration with delta-pickup window
The full migration runs against your Odoo instance using Rent Manager's API for read access and Odoo's import endpoints for data writes. A delta-pickup window (24–48 hours) captures any Rent Manager records created or modified during the cutover — new tenant applications, updated leases, or completed work orders — so Odoo reflects Rent Manager's final state at go-live. FlitStack generates an audit log of every record written. If reconciliation identifies discrepancies, one-click rollback reverts the Odoo database to its pre-migration state.
Platform deep dives
Rent Manager
Source
Strengths
Weaknesses
Odoo CRM
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. All 8 core objects map 1:1 between Rent Manager and Odoo CRM.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Rent Manager and Odoo CRM.
Object compatibility
All 8 core objects map 1:1 between Rent Manager and Odoo CRM.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Rent Manager: Not publicly documented.
Data volume sensitivity
Rent Manager exposes a bulk API — large-volume migrations stream efficiently.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
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