Migrate from STEL Order to Odoo CRM

STEL Order stores customers as named entities with addresses, phone numbers, and email. These map directly to Odoo res.partner (configured as company type). The STEL Order customer_code field maps to res.partner.ref for traceability. If the STEL Order record has multiple contacts, each contact becomes a separate res.partner of contact type linked via child_ids.

STEL Order contact records attached to a customer map to Odoo res.partner entries of type 'contact' with parent_id pointing to the res.partner company record. The contact's name, email, phone, and role/title fields map to the corresponding Odoo fields. Each contact's unique STEL Order ID is preserved in res.partner.ref for delta-run de-duplication.

STEL Order's Jobs module stores scheduled work, technician assignments, status, and service type. We map jobs to Odoo project.task records under a dedicated 'Field Service' project. Job status (Pending, In Progress, Completed) maps to project.task stage values. Technician assignment resolves by email match to Odoo user records. Attachments and client signatures migrate as Odoo ir.attachment records linked to the task.

Where STEL Order jobs represent recurring service at a customer site, those records also generate a crm.lead in Odoo so the sales team can track upsell and cross-sell opportunities tied to the same res.partner. The STEL Order job description and service type fields populate the crm.lead description and tag fields. This merged approach ensures both field service and CRM context are available on the same customer record.

STEL Order quotes contain line items with product, quantity, price, and tax. These map to Odoo sale.order and sale.order.line records. The STEL Order quote status (Draft, Sent, Accepted, Lost) maps to Odoo sale.order state values (draft, sent, sale, cancel). STEL Order's custom quote template fields migrate as Odoo product.attribute.value lines on the sale order.

STEL Order invoices map to Odoo account.move records of type 'out_invoice'. Invoice lines map to account.move.line entries with account_id resolved from Odoo's chart of accounts based on the STEL Order product's income account. Payment state (Paid, Pending, Overdue) maps to Odoo's payment_state field. The STEL Order payment_reference field populates account.move.ref for bank reconciliation.

STEL Order tracks customer equipment with warranty information, serial numbers, and maintenance history. These map to Odoo maintenance.equipment records linked to the res.partner (as customer location). Equipment warranty dates map to maintenance.equipment.warranty_date fields. Prior maintenance visits from STEL Order migrate as maintenance.request records linked to the equipment.

STEL Order product catalog items (products, service descriptions, pricing) map to Odoo product.product records. STEL Order's product type (Product vs. Service) maps to product.product.type (consu vs. service). Product prices from STEL Order's price list map to product.product.list_price. The STEL Order internal reference field maps to product.product.default_code.

STEL Order custom pricing tiers and special customer prices map to Odoo product.pricelist records. Each STEL Order price list becomes a separate Odoo pricelist of type 'sale'. Pricelist item rules (product-specific, category-specific, or quantity-based discounts) map to product.pricelist.item records with the corresponding Odoo product or product.category as the applied domain.

STEL Order custom fields on any entity are exported and recreated as Odoo custom fields with the x_stel_ prefix (following Odoo's x_ custom field convention). Custom pick-list fields require value-by-value mapping to Odoo selection fields or ir.model.fields.selection entries. Date, numeric, and text custom fields map directly with type preservation.

STEL Order team members (technicians, sales reps, admins) resolve by email match against Odoo res.users. Unmatched users are flagged before migration — your Odoo admin either creates the user in Odoo first or assigns a fallback user. Role and permission sets from STEL Order (Admin, Technician, Viewer) map to Odoo security groups (Sales / Technician / User) based on the team's workflow requirements.

STEL Order notes attached to jobs, customers, quotes, or invoices migrate as Odoo ir.attachment records linked to the corresponding Odoo model (project.task, res.partner, sale.order, account.move). File names, MIME types, and binary content are preserved. Inline images from STEL Order notes download and re-upload to Odoo's filestore under the same record context.