Migrate from REsimpli to Odoo CRM

REsimpli contacts map to Odoo res.partner records with is_company=False and type='contact'. The partner's name fields (first_name, last_name) concatenate into the name field. Phone, email, and address fields map directly. Multiple REsimpli companies per contact collapse to the primary company as parent_id; secondary companies are added via partner relations.

REsimpli companies map to Odoo res.partner with is_company=True. Company name maps to partner name. Website, industry, phone, and address fields map directly. Parent-child company hierarchies in REsimpli (parent_company_id) map to Odoo's parent_id on res.partner. REsimpli contacts without a primary company are attached to a default 'Unassigned Partner' record for data integrity.

REsimpli's N:N contact-to-company association table has no direct Odoo equivalent. We migrate the primary company assignment as res.partner.parent_id. Secondary company associations are created as 'contact' type partner records under the secondary company with a 'other company' relation type. REsimpli's association role labels (e.g., Buyer, Seller) are preserved in a custom field on the relation.

REsimpli leads that are not yet attached to a deal map to Odoo crm.lead with type='lead'. All standard lead fields — name, email, phone, source, notes — map directly. Lead owner resolves by email match to res.users. REsimpli's lead_score and lead_status fields migrate to custom fields on crm.lead since Odoo has no native lead scoring without the Enterprise module.

REsimpli deals map to Odoo crm.lead with type='opportunity'. Deal name maps to crm.lead.name. Deal amount, close date, and stage map to planned_revenue, date_deadline, and stage_id respectively. The linked contact/company from REsimpli maps to partner_id on the Odoo opportunity record. Deal owner resolves by email match to res.users.

REsimpli pipelines map to Odoo crm.team records. Each pipeline's stages map to crm.stage records scoped to that team. Stage names, sequence order, and fold behavior are translated. If REsimpli has multiple pipelines (e.g., Wholesale, Buy-and-Hold), each becomes a separate crm.team in Odoo, and deals are assigned to the appropriate team based on their pipeline.

REsimpli engagement records map to Odoo mail.activity (for calls, tasks) and mail.message (for emails, notes). Call activities become mail.activity with activity_type_id='Call'. Meeting activities preserve original start/end timestamps as mail.activity.date_deadline. Emails are stored as mail.message with message_type='email'. Original timestamps and owner_ids are preserved on the Odoo records.

REsimpli file attachments on leads, contacts, or deals are downloaded and re-uploaded to Odoo ir.attachment. Each attachment is linked to the corresponding res.partner or crm.lead record via res_model and res_id. Files are stored in Odoo's filestore; original filenames and MIME types are preserved. Odoo's 25MB per-file limit is enforced — files exceeding this are flagged before migration.

REsimpli drip campaigns, automated SMS sequences, and trigger-based follow-ups have no Odoo CRM equivalent. Odoo has basic mail.mass_mailing and ir.actions.server for simple triggers, but the REsimpli AI-agent-driven campaigns require a third-party integration (e.g., GoHighLevel, Twilio) or custom Odoo module development. We export the campaign definitions as a JSON schema for your Odoo admin to use as a rebuild reference.

REsimpli's VoiceFollow AI, CallAnswer AI, SpeedToLead AI, and CallGrade AI configurations are tied to its proprietary platform and do not export. These must be replaced with Odoo's native automation tools, the Odoo VoIP module, or third-party AI integrations. We document the active AI agent rules from REsimpli so your team can spec out equivalent Odoo automations before go-live.

REsimpli's skip-tracing results (phone numbers, emails found), list-stacking filter layers, and cash-buyer search results are stored as deal or lead properties. These map to custom fields on crm.lead: x_skip_trace_phones, x_list_stack_layers, x_cash_buyer_score. Odoo has no native skip-tracing or list-enrichment module — these are preserved as reference data for manual follow-up.

REsimpli's custom fields on contacts, companies, and deals — such as investment_type, exit_strategy, tax_delinquent flag, driving_for_dollars_date — require custom field creation in Odoo. We create these on res.partner and crm.lead using Odoo's Settings > Technical > Models interface before migration. Field types are inferred from REsimpli's data: text fields become char, numeric fields become float or monetary, pick-list fields become selection.