Migrate from Workbooks to Odoo CRM

Workbooks Organisations map to Odoo res.partner records with partner_type set to company. The Organisation Name maps to Odoo name; address fields map to street, city, state_id, country_id, zip. Industry classification and custom fields on Organisation migrate to custom Char or Selection fields on res.partner. Organisation is created before any Contact (People) import so that the Contact's commercial_partner_id or parent_id link is satisfied at the moment of Contact insert.

Workbooks People map to Odoo res.partner records with partner_type set to individual, linked to their parent Organisation via the Organisation lookup field. Name, email, phone, job_title, and department map to their Odoo equivalents. Any bespoke custom fields defined on People records migrate to custom fields on the res.partner model. People without an Organisation link are migrated as standalone contacts with parent_id left empty.

Workbooks Opportunities map to Odoo crm.lead records with type set to opportunity. Pipeline stage migrates to crm.stage, and probability percentage maps to Odoo's probability field or is derived from the stage configuration. Expected close date and opportunity value migrate to date_deadline and planned_revenue. Owner assignment maps by email match to an Odoo res.users record; unresolved owners go to a reconciliation queue.

Workbooks Cases map to Odoo helpdesk.ticket if the Odoo instance has the Helpdesk module installed. Case status and priority migrate to ticket stage and priority. Assigned user maps by email match to res.users. Case description and activity history migrate to ticket description and chatters. If the customer's Odoo deployment does not include Helpdesk, Cases migrate to project.task as an alternative with a custom tag marking the original Case source.

Workbooks Quotations (Business tier only) map to Odoo sale.order records. The quotation header (related Organisation, owner, validity date) maps to sale.order header fields; line items (product, quantity, price, discount) map to sale.order.line records. We confirm the source Workbooks subscription tier during scoping; if it is CRM or CRM Pro, Quotation and Invoice objects do not exist and are flagged as out-of-scope before migration begins. Odoo sale.order line items require a product.product or product.template reference, which we resolve during the transform phase.

Workbooks Invoices (Business tier only) map to Odoo account.move records with move_type set to out_invoice. Invoice header data, line items, and payment status migrate to the equivalent account.move fields. Credit notes map to account.move with move_type out_refund. Odoo Accounting module must be installed for this mapping. Invoice attachments download as binaries and attach to the account.move record via ir.attachment.

Workbooks Sales Orders and Purchase Orders map to Odoo stock.picking (for delivery) and purchase.order respectively. The order-to-invoice linkage is preserved as a reference note on the Odoo record if the destination does not natively link the documents in the same way Workbooks does. Odoo's Inventory module must be installed for stock.picking mappings.

Workbooks Activities (calls, emails, meetings, tasks) linked to an Organisation or Person migrate to Odoo mail.message records in the chatters of the related res.partner, crm.lead, or helpdesk.ticket. Meeting type maps to an Event record with start and end datetime preserved. Task type maps to a project.task or a mail.activity with user_id assignment. The original timestamp is preserved so the chronological activity timeline is maintained in Odoo's chatter.

Workbooks Campaigns map to Odoo utm.campaign records. Campaign name, status, start/end dates, and associated lead memberships migrate. Campaign response data migrates as crm.lead records tagged with the campaign reference. Odoo UTMs (Utm source, medium, campaign) must be installed for this mapping to function.

Workbooks Lead records hold pre-conversion prospect data that maps directly to Odoo crm.lead with type set to lead. Lead source, status, rating, and assigned owner migrate. After migration, the customer's Odoo sales team can qualify and convert these leads into crm.lead opportunity records and link them to Companies and Contacts. Original Workbooks Lead status is preserved in a custom field for audit.

Workbooks Contract records map to Odoo account.analytic.account for subscription-style recurring contracts, or to res.partner as a custom contract reference field depending on how the customer uses Contracts. Start date, end date, renewal terms, and related Organisation migrate. The contract metadata document count migrates as an ir.attachment link to the parent record.

Workbooks custom fields of types text, number, date, dropdown, checkbox, and file upload require manual enumeration per record type during scoping. There is no unified schema export in Workbooks, so we request a read-only admin login and inspect each record type. We create equivalent custom fields in Odoo using Studio or direct model definition, matching the Workbooks field type to the closest Odoo field type (selection for dropdown, char for text, integer for number, boolean for checkbox, binary for file upload). iFrame custom fields export as URL strings and migrate as Char fields in Odoo.