Migrate from TOTUS Marketing to Odoo CRM

TOTUS Contact records map to Odoo res.partner. The TOTUS contact type (customer, vendor, employee) maps to Odoo's partner_type (customer, contact, invoice_address, delivery_address). Email, phone, address, and custom properties discovered during API exploration map to res.partner fields or ir.model.fields custom fields. We resolve the partner as customer=1 during import so that Odoo's CRM module recognizes the record for pipeline assignment.

TOTUS Company records map to Odoo res.partner with company_type = 'company'. The TOTUS domain name becomes the Website field. Child Contact records from TOTUS are created as res.partner with parent_id referencing the Company partner. The company partner is created before any child contacts so that the parent_id constraint is satisfied at insert time.

TOTUS Deal records map to Odoo crm.lead with type = 'opportunity'. The TOTUS deal stage maps to an Odoo crm.stage value that we create in the destination pipeline (crm.team) before migration. Deal value and currency map to expected_revenue and currency_id. If TOTUS exposes a probability percentage, we set probability on the Odoo record directly; otherwise we derive it from the stage mapping.

TOTUS pipeline assignments map to Odoo crm.team records (one per TOTUS pipeline) and crm.stage records within each team (one per TOTUS stage). We pre-create the team-stage hierarchy in Odoo before any crm.lead records are loaded so that stage_id references are satisfied on insert. Stage sequence and fold-to-kanban flags migrate from TOTUS stage properties.

TOTUS email engagements map to Odoo mail.message records with message_type = 'email', linked to the res.partner or crm.lead record via res_id and model. Email body, subject, and sender map to body, subject, and author_id. If TOTUS records include email engagement metrics (opens, clicks), these migrate to mail.message tracking fields or custom fields on the message record.

TOTUS call engagements map to Odoo mail.activity with activity_type_id = 'call' (a standard Odoo activity type). Call duration, disposition, and outcome from TOTUS map to custom activity fields or the activity note field. Activity date and deadline map from TOTUS's engagement timestamp and any follow-up date.

TOTUS meeting engagements map to Odoo calendar.event records with start_datetime, stop_datetime, and location preserved. Attendee records map to calendar.attendee entries linked to the event. If TOTUS records include meeting notes or outcomes, these migrate as mail.message records linked to the event record via res_id and model.

TOTUS task engagements map to Odoo mail.activity with the appropriate activity_type_id resolved during mapping design. Task title becomes activity summary, task due date becomes the activity deadline, and task status maps to Odoo's activity state (done, canceled, open). Owner resolution matches the TOTUS assigned user to an Odoo res.users record by email.

TOTUS notes (engagement type NOTE) migrate to Odoo note.note records linked via a many2one relationship to the parent res.partner or crm.lead. Rich text formatting from TOTUS note body migrates to Odoo's HTML note.body field. If the note includes attachments, the attachment files migrate as ir.attachment records linked to the note record.

Any custom property discovered on a TOTUS Contact, Company, or Deal record that does not map to a standard Odoo field is created as a custom ir.model.fields entry on the destination model (res.partner or crm.lead) before migration begins. Field type mapping: TOTUS text to char or text, TOTUS number to float or integer, TOTUS date to date, TOTUS dropdown to selection, TOTUS checkbox to boolean. Custom fields are created with store=True so they are searchable and filterable in Odoo views.

TOTUS Owner records map to Odoo res.users by email lookup. Any TOTUS Owner without a matching res.users record in the destination Odoo instance is held in a reconciliation queue and flagged to the customer for user provisioning before record migration resumes. Inactive Odoo users are matched if the email matches, regardless of active status.

TOTUS tags associated with Contact, Company, or Deal records map to Odoo crm.tag records (for CRM records) or res.partner.category records (for partner-level tags). Tag assignments migrate as crm.tag.rel or res.partner.category rel records linking the tag to the parent record. Duplicate tag names are deduplicated at migration time.

Documents and files attached to TOTUS Contact, Company, or Deal records migrate as ir.attachment records in Odoo, linked via res_model and res_id to the corresponding res.partner or crm.lead record. File name, mimetype, and file content are preserved. If the TOTUS instance stores attachments in an external storage service, we download and re-upload to Odoo's configured attachment store (database or file system).