Migrate from Teleos to Odoo CRM

Teleos contacts map to Odoo res.partner records. The Teleos flat name field splits into firstname and lastname in Odoo. Company-linked contacts use the partner_id field to link to the parent company partner. Contacts marked as companies in Teleos map with partner_share=True and is_company=True.

Teleos company or practice records map to Odoo res.partner with is_company=True. Address fields (street, city, state, zip, country) map to Odoo's address fields. Child contacts (staff, veterinarians) link via parent_id to the company partner including phone, email, and website where available.

Teleos cases translate to Odoo crm.lead records with type='opportunity' for active patient cases and type='lead' for new inquiries. Case status maps to crm.stage using value mapping per stage name. Patient name from Teleos becomes a custom field (x_patient_name) on crm.lead.

Teleos appointments map to Odoo calendar.event with start_datetime and stop_datetime preserved. The practitioner or veterinarian links to res.partner (user_id in calendar.event). Patient and case links use calendar.event's res_model and res_id pointing to crm.lead. Location details are stored in the location field for venue reference.

Teleos invoices migrate to Odoo account.move records when the Accounting module is active. Line items become account.move.line records. Partner field maps to res.partner. Invoice status (draft, posted, paid) uses Odoo's state field. Payment records map to account.payment when payment data exists.

Teleos pet or patient records attached to contacts migrate as custom char fields (x_pet_name, x_pet_species, x_pet_breed) on res.partner. If Teleos stores pets as separate records with N:1 links to contacts, we create the custom fields and populate them from the linked Teleos pet record.

Teleos file attachments on cases, contacts, or invoices re-upload to Odoo ir.attachment linked to the corresponding res.partner, crm.lead, or account.move record. File name and content are preserved; Odoo's attachment limit applies (default 25MB per file). Files larger than 25MB are flagged for splitting or external hosting.

Teleos notes on contacts, cases, or appointments map to Odoo mail.message records attached to the corresponding record. Message type='comment'. Original create date and author preserved using message's date and author_id fields. Attachments within notes are also migrated to ir.attachment linked to each message.

Teleos case categories or contact tags map to Odoo crm.tag records. Multiple tags per crm.lead use the tag_ids many2many field. We create missing tags during migration and map them by name with case-insensitive matching. Tag hierarchy, if present in Teleos, is preserved as a custom field for reference.

Teleos owner assignments resolve by email match against Odoo res.users records. Unmatched owners are flagged before migration; records can be assigned to a fallback user or held pending Odoo user creation. Active status in Teleos maps to active=True in Odoo.

Any Teleos custom objects beyond standard contacts, cases, and appointments require Odoo custom model creation via Settings > Technical > Models before migration. We deliver a model creation plan with field definitions, and then migrate data using Odoo's XML-RPC API for custom models.

Teleos workflows, sequences, automated reminders, and trigger rules do not migrate. Odoo's automation architecture (Studio, server actions, automated actions) is fundamentally different. We export Teleos workflow definitions as a reference document for your Odoo admin to rebuild. This document includes trigger conditions, action steps, and expected outcomes for each workflow.