CRM migration
Field-level mapping, validation, and rollback between Zavvie Power Buyer and Odoo CRM. We move data and schema; workflows are rebuilt natively in Odoo CRM.
Zavvie Power Buyer
Source
Odoo CRM
Destination
Compatibility
9 of 10
objects map 1:1 between Zavvie Power Buyer and Odoo CRM.
Complexity
BStandard
Timeline
48–72 hours
Overview
Zavvie Power Buyer is a real estate transaction facilitation platform—not a conventional CRM—that stores partner brokerage data, cash-offer transactions, buy-before-you-sell programs, and mortgage capture metrics. Odoo CRM uses a crm.lead object (res.partner for contacts), a pipeline kanban driven by crm.stage records, and xmlrpc API endpoints for all data operations. This migration maps Zavvie's transaction-centric records into Odoo's opportunity-driven model: each closed offer becomes a crm.lead with stage-history preserved as stage_name transitions, each partner brokerage lands as a res.partner record with commercial flags migrated as custom fields, and property-address data becomes lead description or custom fields on the partner. FlitStack sequences the migration via Odoo's xmlrpc API using uid authentication and model-specific write calls, preserving original create dates as custom datetime fields since Odoo's create_date is set at migration time. Workflow logic (offer-routing rules, mortgage-capture automations) does not transfer—they must be rebuilt as Odoo server actions or automated actions after go-live. The migration uses a 24–48 hour delta pickup window to capture any Zavvie records modified during the cutover before final reconciliation.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Zavvie Power Buyer object lands in Odoo CRM, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Zavvie Power Buyer
Partner Brokerage
Odoo CRM
res.partner
1:1Zavvie's partner brokerages map to Odoo's res.partner (commercial partner flag set to True). Brokerage-level attributes like mortgage_capture_rate and brokerage_tier migrate as custom float and selection fields on the partner record. Parent-child relationships between franchise and regional brokerages map via parent_id on res.partner.
Zavvie Power Buyer
Agent Profile
Odoo CRM
res.partner
1:1Zavvie agent profiles map to res.partner with partner_type='contact' and category_id set to 'Agent'. Each agent's parent company links to their brokerage via parent_id on res.partner. Email addresses are preserved to enable user match against Odoo res.users during owner resolution. This ensures that agent activity appears under the correct brokerage in Odoo's reporting views.
Zavvie Power Buyer
Cash Offer
Odoo CRM
crm.lead
1:1Zavvie Cash Offer transactions map to crm.lead records with type='opportunity'. Offer amount becomes planned_revenue on the lead. The offer_type='cash_offer' is preserved as a custom selection field (x_offer_type). Stage routing uses crm.stage with stage_name values like 'Offer Sent', 'Offer Accepted', 'Closing' mapped from Zavvie's transaction status.
Zavvie Power Buyer
Buy Before You Sell Transaction
Odoo CRM
crm.lead
1:1Zavvie Buy Before You Sell programs map to crm.lead with type='opportunity' and x_offer_type='buy_before_you_sell'. The new property address becomes the lead's contact_name or a custom address field; the sell property address becomes a note or custom field (x_sell_property_address). Stage tracking reflects Zavvie's sequential milestone model.
Zavvie Power Buyer
Offer Event Log
Odoo CRM
mail.message
1:1Zavvie offer events (offer sent, offer accepted, financing contingency, closing scheduled) migrate as mail.message records linked to the crm.lead via res_id and model='crm.lead'. Original timestamps and agent attribution are preserved in message body and author_id. This maintains the full audit trail on the Odoo opportunity chatter.
Zavvie Power Buyer
Property Record
Odoo CRM
crm.lead (description) + res.partner
many:1Zavvie property records (address, property type, estimated value) are merged into the crm.lead description field as structured text. If the property owner is a new entity not already in Zavvie's partner system, FlitStack creates a res.partner record for the seller and links it to the crm.lead via partner_id.
Zavvie Power Buyer
Mortgage Capture Record
Odoo CRM
Custom field on crm.lead
1:1Zavvie's mortgage_capture_rate metric per brokerage does not have an Odoo native equivalent. FlitStack creates x_mortgage_capture_rate as a custom float field on crm.lead, and x_brokerage_id as a many2one to res.partner for the originating brokerage. These enable reporting on capture rate by broker post-migration.
Zavvie Power Buyer
Offer Attachment
Odoo CRM
ir.attachment
1:1Zavvie attachments (offer PDFs, purchase agreements, inspection reports) are downloaded and re-uploaded to Odoo's ir.attachment model, linked to the corresponding crm.lead via res_model='crm.lead' and res_id set to the opportunity ID. Odoo's filestore handles storage; default file size limit is 100MB per attachment.
Zavvie Power Buyer
Team / Sales Group
Odoo CRM
crm.team
1:1Zavvie sales team structures map to Odoo's crm.team. Each team gets a corresponding crm.team record with team_leader_id set to the matched Odoo user. Team membership is preserved as crm.team.member_ids entries. Unmatched team leads require Odoo res.users creation before migration. After migration, you can assign additional team members directly in Odoo's CRM settings to reflect any organizational changes.
Zavvie Power Buyer
Modern Bridge Program
Odoo CRM
crm.lead (custom stage) + custom field
1:1Zavvie's Modern Bridge solutions (combining cash offer + buy before you sell in one program) map to crm.lead with x_offer_type='modern_bridge' and a dedicated crm.stage pipeline for bridge transactions. Stage probabilities are adjusted to reflect the longer close cycle typical of bridge transactions.
| Zavvie Power Buyer | Odoo CRM | Compatibility | |
|---|---|---|---|
| Partner Brokerage | res.partner1:1 | Fully supported | |
| Agent Profile | res.partner1:1 | Fully supported | |
| Cash Offer | crm.lead1:1 | Fully supported | |
| Buy Before You Sell Transaction | crm.lead1:1 | Fully supported | |
| Offer Event Log | mail.message1:1 | Fully supported | |
| Property Record | crm.lead (description) + res.partnermany:1 | Fully supported | |
| Mortgage Capture Record | Custom field on crm.lead1:1 | Fully supported | |
| Offer Attachment | ir.attachment1:1 | Fully supported | |
| Team / Sales Group | crm.team1:1 | Fully supported | |
| Modern Bridge Program | crm.lead (custom stage) + custom field1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Zavvie Power Buyer gotchas
No publicly documented export API
Brokerage-gated access limits agent-level data
Pre-onboarding transaction history may be unavailable
Opaque pricing model complicates cost analysis
Odoo CRM gotchas
Odoo.sh version gating blocks assisted migrations from trial
Enterprise modules fail to install on Community after database restore
Custom module view inheritance breaks between Odoo major versions
Custom fields risk losing their application context on Community
API access for Community is gated behind the Custom Plan
Pair-specific challenges
Migration approach
Audit Zavvie data export and Odoo target schema setup
FlitStack extracts the full partner, agent, offer, and event dataset from Zavvie Power Buyer via available API endpoints or structured export. We simultaneously review your Odoo CRM instance's crm.stage pipeline configuration, res.partner field structure, and custom field definitions. Any missing stages (e.g., 'Inspection', 'Appraisal', 'Closing') are documented in a pre-migration schema plan delivered for your Odoo admin to create before the migration run.
Create Odoo custom fields and resolve owner mapping
We create all required custom fields on res.partner (x_mortgage_capture_rate, x_brokerage_tier) and crm.lead (x_offer_type, x_brokerage_id, x_original_create_date, x_source_offer_id, x_sell_property_address) via Odoo's ir.model.fields API. Agent email addresses are matched against Odoo res.users records; unmatched agents are flagged with their Zavvie profile data so your team can create corresponding Odoo users before the full migration run. We also verify that each custom field's field_type (char, float, selection, many2one) matches the source data type to avoid type‑conversion errors during the migration.
Run sample migration with field-level verification
A representative slice of 100–300 records (spanning each offer type, multiple brokerages, and varied stages) migrates first. We generate a field-level diff report comparing source values against Odoo record values, verifying stage mapping, offer_type selection, owner resolution, and custom field population. You review the sample in your Odoo CRM instance before we proceed to the full run. This step catches value-mapping gaps and stage name mismatches before they affect the full dataset.
Execute full migration with delta pickup window
The full dataset migrates via Odoo xmlrpc API in batched writes. A delta pickup window of 24–48 hours opens at cutover: any Zavvie records modified or created during the window are captured in a follow-on sync run. FlitStack's audit log records every create and write operation with source record reference. One-click rollback reverts Odoo to the pre-migration state if reconciliation uncovers data integrity issues.
Reconcile and validate in Odoo CRM
Post-migration, we run reconciliation checks: opportunity count by stage, total planned_revenue against Zavvie's aggregate offer amounts, and owner distribution versus Zavvie agent counts. Any records with missing custom field data or unmapped owners are surfaced in a validation report. You review in Odoo directly; FlitStack handles corrections via targeted re-write calls. A final sign-off confirms the migration is complete before the delta pickup window closes.
Platform deep dives
Zavvie Power Buyer
Source
Strengths
Weaknesses
Odoo CRM
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. All 8 core objects map 1:1 between Zavvie Power Buyer and Odoo CRM.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Zavvie Power Buyer and Odoo CRM.
Object compatibility
All 8 core objects map 1:1 between Zavvie Power Buyer and Odoo CRM.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Zavvie Power Buyer: Not publicly documented.
Data volume sensitivity
Zavvie Power Buyer doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
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