Migrate from Simple Sales Tracking to Odoo CRM

Simple Sales Tracking Contacts with no associated Opportunity or a pipeline status of New/Prospect map to Odoo crm.lead. Contacts with a closed-won or closed-lost Opportunity map to Odoo res.partner as a customer Contact record. We query the Simple Sales Tracking Opportunity table for each Contact to determine the split, preserving the original contact status in a custom char field sst_original_status__c on the Odoo lead or partner record. Email, phone, address, and custom Contact fields migrate to the corresponding crm.lead or res.partner fields.

Simple Sales Tracking Opportunities map to Odoo crm.lead records in the Pipeline Kanban view. The Opportunity name becomes the lead title (name field), amount maps to expected_revenue, expected_close maps to date_deadline, and stage maps to stage_id with probability recalculated to Odoo's stage probability percentages. Owner assignment from Simple Sales Tracking resolves to Odoo user_id via email match against res.users.

Simple Sales Tracking Accounts map to Odoo res.partner records with partner_type set to 'company'. The Account name becomes the partner's display name, industry maps to industry_id (Odoo's industry classification), website maps to website field, and address fields map to street, city, state_id, country_id, and zip. Contacts associated with the Account link to the parent res.partner via parent_id.

Simple Sales Tracking custom fields on Opportunities are inspected from a sample export or UI metadata during discovery. Each custom field maps to a new ir.model.field definition in Odoo with the appropriate field type (char, float, selection, date, etc.) created before the Opportunity import. Fields that represent monetary values map to monetary fields with a currency_id reference.

Simple Sales Tracking pipeline stage names and their order are captured from the UI during discovery. Each stage maps to an Odoo crm.stage record in the correct sequence order with probability percentages mapped from the Simple Sales Tracking stage probabilities. Stages with no probability mapping receive a default probability based on position in the sequence. The stage_id assignment on crm.lead uses the named stage mapping established before migration.

Simple Sales Tracking Appointments map to Odoo calendar.event records with name, start_datetime, stop_datetime, duration, and location preserved. The linked Contact maps to the calendar.event's partner_ids (many2many to res.partner) and attendee records are created for each linked Contact. If the linked Contact has not yet been migrated, the appointment is held in a deferred queue until the Contact record is present in Odoo.

Simple Sales Tracking Tasks map to Odoo project.task records linked to the default CRM project (or a scoped project if tasks are pipeline-specific). Task name, date_deadline, user_id (assignee), and stage_id migrate. Completion status maps to Kanban stage columns. Note that Simple Sales Tracking task history (status-change log) does not migrate because the platform does not expose a task history API; only the current state transfers.

Simple Sales Tracking Notes attached to Contacts or Opportunities migrate as Odoo mail.message records with message_type = 'note'. Body content transfers as HTML. We resolve the parent record reference (res.partner for Contact-level notes, crm.lead for Opportunity-level notes) before inserting the note. Formatting and embedded file links in the original note may not preserve perfectly; we flag this in the migration report.

Simple Sales Tracking lead source labels (Campaign, Referral, Web, etc.) map to Odoo's crm.lead.source taxonomy. We create the source records in Odoo before the lead import if they do not already exist, preserving the original Simple Sales Tracking source name as the source label.

Files attached to Contacts, Opportunities, and Notes in Simple Sales Tracking are downloaded individually (the platform's 1 GB total storage cap limits total attachment volume) and re-attached in Odoo as ir.attachment records linked to the corresponding res.partner, crm.lead, or project.task. We maintain the original filename and attachment date. Large attachment sets may require Odoo filestore allocation planning.

Simple Sales Tracking user records and role assignments export by email and role name. We map Simple Sales Tracking role names (Admin, Manager, Rep) to the closest Odoo access rights group (Sales / Sales Manager / Administration / Settings). The customer's Odoo admin provisions users in the destination before migration, and we link by email match. Any Simple Sales Tracking user without a matching Odoo user is flagged in the reconciliation report.

Simple Sales Tracking Commission Tracking stores a percentage or fixed amount per Opportunity. We migrate this as a custom float field (commission_percentage or commission_amount) on the crm.lead record. Odoo does not have native commission tracking; the customer's admin must decide whether to use the base_commission module from the Odoo Apps store or implement a custom field and report for commission management.