Migrate from Time Matters(r) to Odoo CRM

Time Matters contacts migrate to Odoo res.partner (contact type). The email, phone, address, and name fields map directly. Odoo res.partner records can be marked as 'contact' or 'invoice address' — the Time Matters contact role is preserved as a note field if no native equivalent applies.

Time Matters matters map to Odoo crm.lead records. The matter name becomes the lead subject (name field). The responsible attorney maps to the crm.lead user_id via email resolution against Odoo users. Matter status (Open/Closed/Pending) maps to a custom selection field; stage assignment in Odoo is set separately during the migration based on your target pipeline configuration.

Time Matters allows any contact to link to any matter without a single primary designation. In Odoo, crm.lead has a partner_id (primary contact) and a contact_ids many2many field (secondary contacts). We migrate the most-recently-added contact as partner_id and surface remaining links as contact_ids, preserving the full relationship graph in a custom relational table.

Time Matters events with a start datetime and duration map directly to Odoo calendar.event. The event description becomes the event body. Meeting type (phone, in-person, court date) maps to event activity type or a custom selection field. Events are linked to the migrated matter (crm.lead) via the res_model='crm.lead' and res_id reference.

Time Matters ToDos map to Odoo mail.activity records attached to the migrated matter. Activity type (call, email, meeting, upload) maps to Odoo's activity type taxonomy. Due date and assigned user map directly. The activity_note field captures the ToDo description. Completed status maps to activity done/undone state.

Time Matters practice area categorization (Family, Criminal, Corporate, etc.) maps to Odoo crm.tag records. Tags are created in Odoo CRM and linked to the migrated crm.lead via the tag_ids many2many field. This keeps the practice area taxonomy visible in the Odoo pipeline without requiring custom field creation.

Time Matters notes attached to any record type migrate as Odoo mail.message records on the corresponding Odoo model. The message_body field preserves the full note text. Note create date is stored as a custom datetime field (Original_Create_Date__c) since Odoo's message create_date reflects the import timestamp.

Time Matters documents attached to matters migrate as Odoo ir.attachment records. Each attachment is stored with res_model='crm.lead' and res_id pointing to the migrated matter. The original filename, mimetype, and create date are preserved. Files are re-uploaded to Odoo's filestore (or an external storage location you configure).

Time Matters user and attorney records map to Odoo res.users by email address. Time Matters has no user directory export — we extract user names from the responsible-attorney fields on matters and match them against Odoo users by email domain or name. Unmatched attorneys are flagged for manual Odoo user creation before migration runs.

Time Matters custom fields on matters map to custom fields on Odoo crm.lead. Field types translate: date fields become date or datetime on crm.lead; selection lists become selection fields; text fields become char or text. Custom fields are pre-created in Odoo via the migration plan so data lands in the correct columns during the load step.

Time Matters custom fields on contacts map to custom fields on Odoo res.partner using the same type-mapping logic. If a Time Matters custom field holds attorney bar numbers or client IDs, we preserve it as a char field on res.partner with a descriptive label for compliance reference.

Time Matters archived records migrate with the Odoo active=False flag set on each migrated record. Archived matters land in the Archived stage or with active=False so your team can review them in Odoo's inactive records view without cluttering the active pipeline. This approach keeps your active CRM focused on current matters while preserving complete historical records for compliance and reference purposes.