Migrate from Smart CRM Online to Odoo CRM

Smart CRM Online Company records map to Odoo res.partner with partner_type set to company. The company name, domain, website, industry, and address fields migrate directly. res.partner is created before any Contact import so that the Contact.partner_id relationship is satisfied at import time. The company ID from Smart CRM Online CSV is preserved as an external reference field for reconciliation during cutover validation.

Smart CRM Online Contact records map to Odoo res.partner with partner_type set to individual and parent_id set to the matching company res.partner. The contact name, email, phone, mobile, job title, and address fields migrate. We resolve the company association from Smart CRM Online's Company ID column against the res.partner records created in the Company phase. Tags from Smart CRM Online migrate as Odoo tags via res.partner.category_id.

Smart CRM Online Deal records map to Odoo crm.lead in opportunity stage. The deal name, expected revenue, close date, probability, and description migrate directly. We map the Smart CRM Online pipeline stage name to an Odoo Stage record that we create before import, preserving stage order and win/loss labels. The responsible user maps via email lookup to an Odoo res.users record.

Smart CRM Online pipeline stages are configurable string values exported with each Deal. We create corresponding crm.stage records in Odoo before Deal import, preserving the full stage sequence, probability percentages, and fold status. Stage names in Smart CRM Online are mapped to Odoo stage names via a discovery-phase configuration table that the customer reviews and approves.

Smart CRM Online call logs stored in the activity export attach to the corresponding res.partner or crm.lead record in Odoo using the mail.message model with message_type = notification. We preserve the call date, duration (stored as a custom field on mail.message), and any disposition notes. If Smart CRM Online exports calls as a separate CSV row per call, we batch-insert them as mail.message records in Odoo using XML-RPC batch operations.

Smart CRM Online email engagement history migrates to Odoo mail.message records attached to the corresponding crm.lead or res.partner. The email subject, body (plain text or HTML), from address, and timestamp migrate. We resolve the recipient partner_id by matching the email address against the imported res.partner records before inserting each message.

Smart CRM Online meeting records migrate to Odoo calendar.event. We map the meeting title, start and end datetime, location, and attendee list to Odoo's event model. Attendees resolve to Odoo res.partner records by email match. If Smart CRM Online stores meeting notes as a text field, those migrate as a mail.message posted on the linked record.

Smart CRM Online notes stored in the activity export attach to Odoo crm.lead or res.partner as mail.message records with subtype mail.mt_note. The note body, author, and creation timestamp migrate. We resolve the parent record via the Smart CRM Online object type and record ID columns, matching against the imported IDs for crm.lead and res.partner.

Smart CRM Online custom fields on Contact records require a discovery-phase audit because no public schema exists. We request a full CSV export during scoping, identify all non-standard columns, and create corresponding custom fields on res.partner in Odoo before import. Field types are inferred from the CSV data (text, date, numeric, picklist) and mapped to the appropriate Odoo field type. Unmapped fields are presented to the customer for explicit mapping decisions.

Custom fields on Smart CRM Online Deal records are handled identically to Contact custom fields: discovery-phase audit, custom field creation in Odoo, and customer-approved mapping table. Any picklist or multi-select values in Smart CRM Online migrate as selection fields or many2many tags in Odoo depending on the data pattern.

Smart CRM Online tags on Contact and Company records migrate to Odoo res.partner.category entries. Tags are normalized (whitespace trimmed, duplicates merged) and inserted as category records before the Contact import. Each Contact receives the matching category_ids on res.partner.

Smart CRM Online Deal and Contact owner references (typically a user name or email) are resolved against Odoo res.users by email match during import. Any Smart CRM Online owner without a matching Odoo user is flagged in a reconciliation report and held from import until the customer's Odoo admin provisions the user. Owner assignments on crm.lead and res.partner update after user provisioning.