Migrate from Salescamp CRM to Odoo CRM

Salescamp Leads map to Odoo CRM Lead. Standard fields (name, email, phone, source, status) migrate directly. Pipeline stage association migrates to Odoo's crm.stage model via a custom field or tag. Salescamp's collection membership does not have a direct Odoo equivalent; we create Odoo Tags per Collection name and attach them to the Lead record during import so that Collection grouping is preserved in Odoo Tags.

If the customer prefers a flat Contact model in Odoo (skipping Leads entirely), we convert Salescamp Leads to Odoo Contact records under a parent Account. This requires the customer to decide during scoping whether they want to use Odoo's Lead qualification workflow or operate purely in the Contact-to-Account model. We document both paths in the mapping spec.

Salescamp Company records map to Odoo CRM Account. Company name becomes Account name, domain becomes Website, and address fields map to Odoo's street, city, state, country fields. If Salescamp does not have explicit Company records (Companies are secondary to Leads in Salescamp's model), we create Account records from the Company name embedded in the Lead record and link the Contact to that Account.

Salescamp Deal records map to Odoo CRM Opportunity. Deal value maps to Expected Revenue, pipeline stage maps to Stage (with Odoo's stage probability percentages adjusted to match Salescamp's stage weights), and Deal owner maps to Odoo Salesperson (User). Salescamp custom deal properties migrate as Odoo custom fields on Opportunity created via Odoo Studio before migration.

Salescamp pipeline stages are created as Odoo CRM Stages within the default pipeline or a custom pipeline created via Odoo Studio. We map each Salescamp stage name and sequence order to the equivalent Odoo stage. Stage probability percentages migrate as Odoo stage probability values. If Salescamp uses multiple pipelines, we create multiple Odoo CRM Pipelines (Enterprise feature) or map all to the default pipeline with a custom stage group field.

Salescamp Call logs migrate to Odoo CRM Activity records of type Call. Call duration, disposition, and recording URL (if available) map to Odoo's custom activity fields or the description/body field. Activity is linked to the parent Lead or Contact via the Odoo res_model and res_id fields. We set the Odoo activity's date to the original Salescamp call timestamp to preserve timeline order.

Salescamp SMS records migrate to Odoo CRM Activity records of type Other or as internal chatter messages on the Lead/Contact record. SMS body content goes into the activity note or chatter message body. If the SMS is linked to a Deal, we attach the activity to the Opportunity record. The customer chooses the preferred representation during scoping.

Salescamp email sync data maps to Odoo mail.message records linked to the Lead, Contact, or Account. Email subject, body, and sender/recipient addresses migrate. Odoo distinguishes between internal notes (mail.message with internal=True) and email threads; we map Salescamp emails to internal notes by default unless the customer uses Odoo's incoming email gateway for threaded email tracking.

Salescamp meeting notes migrate to Odoo Calendar Event records linked to the Lead or Contact. Meeting title, date, duration, location, and attendee list map to Odoo calendar.event fields. Attendees link via calendar.event.res.partner.rel to the Contact record.

Salescamp Users and Owners map to Odoo Users. We match by email address. Any Salescamp Owner without a matching Odoo User is placed in a reconciliation queue for the customer's Odoo admin to provision before record import continues, as OwnerId is a required reference on Opportunity and Lead records in Odoo.

Salescamp per-object custom fields migrate to Odoo custom fields created via Odoo Studio or Developer mode before migration. Field type mapping must be validated: Salescamp text, number, date, and picklist fields map to Odoo's Char, Float, Date, and Selection field types respectively. Multi-select picklists in Salescamp map to Odoo Char (comma-separated) or Tags if the customer has Odoo Studio available.

Salescamp Collections are organizational groupings with no direct Odoo equivalent. We extract the Collection membership list during CSV scoping and create Odoo Tags named after each Collection. Lead records are tagged with all Collections they belong to. This preserves the grouping logic without replicating the Collection object itself, which has no Odoo analog. We flag any Lead that appears in multiple Collections during deduplication.