Migrate from SimplyConvert to Odoo CRM

SimplyConvert Client maps directly to Odoo res.partner. The res.partner record stores contact name, email, phone, address, and company association. SimplyConvert clients without a linked company map to res.partner entries with no parent_id; Odoo treats standalone contacts as partners with category_id (tags) for segmentation.

SimplyConvert Case is the core matter record and maps 1:1 to Odoo crm.lead. The crm.lead model in Odoo holds both lead and opportunity states; we set type='opportunity' for all migrated cases so they appear in the pipeline kanban view. The case name becomes crm.lead name field; case description maps to crm.lead description.

SimplyConvert's Referral object carries source, campaign, staff assignment, and intake timestamp. We collapse these into two custom Char fields on crm.lead: x_referral_source and x_intake_channel. The original Referral object creation date is preserved in x_referral_date for attribution continuity. Odoo Automated Actions can be configured to set these fields based on lead source rules post-migration.

SimplyConvert stores matter-type strings (e.g., 'Personal Injury', 'Mass Tort', 'Employment') on the Case record. Odoo CRM has no native claim_type equivalent. We create x_claim_type as a Selection field on crm.lead before migration, populated with the distinct claim_type values found in the source dataset. Admins can adjust the selection list post-migration.

SimplyConvert captures SOL dates on Case records — critical for personal-injury and mass-tort intake workflows. Odoo CRM has no native SOL field. We create x_sol_date as a Date field on crm.lead. During migration we surface SOL-date records in a dedicated Odoo view so attorneys can monitor deadlines; Odoo's calendar integration can be wired to generate reminders post-migration.

SimplyConvert stores the estimated or filed claim amount on the Case record. Odoo's closest monetary field is crm.lead planned_revenue (a Monetary field tied to the company currency). We map claim_amount → planned_revenue. Where SimplyConvert uses a placeholder zero for pre-assessment cases, we leave planned_revenue blank to avoid skewing Odoo's revenue forecasts.

SimplyConvert tracks how a case entered the funnel ( chatbot, referral partner, organic, paid search). We create x_intake_channel as a Selection field on crm.lead and map each distinct source value to an Odoo selection option. Post-migration, Odoo's utm_source / utm_medium fields can replace this with standard attribution tracking.

SimplyConvert Case records carry an assigned staff member (the attorney or paralegal handling the matter). We match SimplyConvert staff email addresses against Odoo res.users records by email. Unmatched staff are flagged before migration; firms either invite them to Odoo first or assign their cases to a designated fallback user to avoid orphaned records.

Mass-tort and personal-injury firms track the court venue (county, district, state) for each case. Odoo CRM has no native venue field. We create x_venue as a Char field on crm.lead and populate it with the venue string from SimplyConvert. For high-volume jurisdictions, this can be promoted to a Selection field with the top 10–20 venues pre-loaded.

SimplyConvert stores documents per case (intake forms, medical records, correspondence). We re-upload these as ir.attachment records linked to the corresponding crm.lead via res_model='crm.lead' and res_id=<lead_id>. Odoo's document management (Documents app) can be activated post-migration to provide a richer file library for each lead.

SimplyConvert Case records carry a status field: Intake, Open, Under Review, Closed, Settled. Odoo CRM stages are defined per sales team in crm.stage. We create a mapping table: SimplyConvert 'Intake' → Odoo 'New', 'Open' → 'Qualified', 'Under Review' → 'Proposal', 'Closed' → 'Won', 'Settled' → 'Lost'. Stage names are configurable per firm's Odoo team settings.

Odoo sets create_date at record insertion time by default. We preserve the original SimplyConvert case creation timestamp in x_original_create_date as a custom Datetime field so reporting continuity is maintained. This is critical for law firms tracking intake volume over time.

Direct email field map. Odoo validates email format on res.partner; invalid formats are flagged and corrected before migration runs. Duplicate emails (multiple SimplyConvert clients sharing one address) are surfaced for manual resolution — Odoo enforces email uniqueness at the partner level by default.