Migrate from Rocket Matter to Odoo CRM

Rocket Matter clients map directly to Odoo res.partner records. Individual clients use partner_type='individual'; organizational clients use partner_type='company'. The Rocket Matter client ID is preserved in a custom field (rm_client_id__c) for delta-run deduplication. Primary matter relationships carry over as partner_tags. This mapping ensures that all client-matter associations are preserved and can be queried using standard Odoo filters and reports.

Rocket Matter matters map to Odoo crm.lead as opportunities. Matter name becomes crm.lead name; matter description becomes crm.lead description. Matter status (Open/Closed/Archived) maps to Odoo stage IDs via a value-mapping table. Matter type (e.g., Litigation, Corporate, Family) maps to crm.lead tag or a custom field (rm_matter_type__c) based on your Odoo stage configuration.

Rocket Matter time entries map to Odoo account.analytic.line records linked to the corresponding crm.lead. Billable flag from Rocket Matter becomes the analytic line's non-zero unit_amount with unit_price set from the rate table. Non-billable entries migrate with unit_amount only. Rate lookup uses Rocket Matter's fee-earner rate table keyed by user ID.

Rocket Matter documents attached to matters migrate as Odoo ir.attachment records with res_model='crm.lead' and res_id referencing the mapped matter ID. File content downloads from Rocket Matter's storage and re-uploads to Odoo's filestore (or configured external storage). Merge field templates in Rocket Matter export as standard document files.

Rocket Matter tasks tied to matters map to crm.activity records (activity_type, date_deadline, user_id) on the corresponding crm.lead. If your Odoo deployment includes the Project module, tasks also create project.task records linked via project_id. Task dependencies from Rocket Matter require Odoo project task dependencies module (oca/project-task-dependency) if needed.

Rocket Matter calendar events map to Odoo calendar.event records with start datetime, stop datetime, and partner_ids linking to the res.partner for the associated client or matter. Recurring events in Rocket Matter generate individual Odoo calendar.event entries with the recurrence pattern stored in description.

Rocket Matter notes attached to matters migrate as Odoo mail.message records with message_type='comment' and res_id pointing to the crm.lead. Author is the Rocket Matter user who created the note, resolved to Odoo res.users by email. Rich-text formatting in Rocket Matter notes converts to Odoo's HTML-safe format.

Rocket Matter matter-level custom fields require Odoo custom field creation before migration. FlitStack delivers a custom-field creation plan specifying field name, Odoo field type (char, selection, float, date, etc.), and any selection-list value mappings. Select-list fields in Rocket Matter become Odoo selection fields with values mapped via value_mapping type.

Rocket Matter client custom fields create as res.partner custom fields in Odoo. Same field-type mapping logic applies. Client-type custom fields are created before partner migration begins so the fields exist at load time. Multi-select lists in Rocket Matter map to Odoo char fields with comma-separated values or to tags on res.partner.

Rocket Matter fee earners map to Odoo res.users by email address match. If a Rocket Matter user has no Odoo counterpart, records assign to a fallback admin user and the original owner ID is preserved in a custom field (rm_owner_id__c) for post-migration reassignment. User active status and access groups require Odoo-side configuration.

Rocket Matter trust accounting records (retainer balance, LEDES billing codes, IOLTA tracking) have no direct Odoo equivalent. We export trust data as a structured JSON report and a CSV ledger for your Odoo accounting consultant to configure the accounting module correctly. Odoo accounting setup requires your CPA involvement — we document the configuration targets but do not modify accounting entries.

Rocket Matter invoices and payments require separate accounting migration. We export invoices as account.move draft records for import into Odoo's accounting module. Invoices must reconcile with the trust ledger, so your Odoo accountant reviews before posting. This is scoped out of the standard CRM migration unless accounting is included in the project.