Migrate from Bizowie ERP to Odoo ERP

Bizowie Customer records map to Odoo Contacts with the Company checkbox enabled. The Customer Name, billing address, shipping address, phone, email, payment terms, and tax ID transfer directly. Bizowie Customer types (residential, commercial) map to Odoo's Contact Type property. All Customers are extracted via saved-report CSV; duplicate detection using fuzzy matching on name and address runs before import to resolve the duplicate records present in 78% of Bizowie implementations.

Bizowie Vendor records map to Odoo Contacts with the Supplier checkbox enabled. Vendor name, contact info, payment terms, PO defaults, and GL account assignments transfer to Odoo's Supplier form. Like Customers, Vendors are deduplicated before import using name and address fuzzy matching against the existing Odoo supplier list.

Bizowie Items map to Odoo Product records. The complex unit-of-measure logic — sell by case, buy by pallet, track by each — migrates to Odoo's Unit of Measure categories with specific routes per product. Bizowie lot, serial, and expiration date tracking maps to Odoo's lot/serial number tracking under Inventory > Lots/Serial Numbers. Multi-location on-hand quantities from Bizowie migrate as Odoo Quant records per warehouse location.

Bizowie Chart of Accounts exports as a parent-child hierarchy that we map to Odoo's Account model under Accounting > Configuration > Accounting > Accounts. The account type (Asset, Liability, Equity, Revenue, Expense) maps to Odoo's Account Type field. This is a configuration step — the destination Odoo company's fiscal year and chart-of-accounts template must be set before any journal entries import.

Bizowie Open Sales Orders migrate to Odoo Sale Orders with header and line-level detail. Customer reference, order date, promised date, line items (product, quantity, unit price, UoM), and internal notes transfer. Order status from Bizowie maps to Odoo Sales Order status (Quotation, Sales Order, Done, Cancelled). Only open orders migrate; fully shipped/fulfilled orders are treated as historical invoices.

Bizowie Open Purchase Orders map to Odoo Purchase Orders. Expected receipt dates, line-level vendor part numbers, pricing, and warehouse receiving assignments transfer. Partial receipt tracking from Bizowie (which links warehouse receiving records to PO lines) maps to Odoo's received quantity tracking on Purchase Order lines.

Outstanding receivables from Bizowie AR export migrate to Odoo as open Customer Invoices in 'posted' state. Original invoice dates, amounts, due dates, and aging buckets preserve. Odoo's reconciliation process links these to existing Payments or Credit Notes during the AR/AP reconciliation phase. Closed AR is treated as historical and migrates as a financial summary entry rather than individual invoice records.

Outstanding payables from Bizowie AP export migrate to Odoo as open Vendor Bills in 'posted' state. Original invoice dates, amounts, due dates, and vendor references transfer. AP reconciliation against Odoo's payments and expense records happens in the same reconciliation phase as AR.

Full invoice, PO, and receipt history migrates selectively — we recommend scoping to 2-4 years of relevant open and recently closed transactions per Bizowie's documented guidance that historical data bloat degrades destination system performance. Each historical transaction becomes an Odoo Account Move journal entry with full line-item detail. Voided and redundant records are archived rather than imported. The customer defines the retention scope during discovery.

Bizowie bin-level warehouse locations with zone and aisle hierarchy map to Odoo's Warehouse (Inventory > Configuration > Warehouses) and Location (Inventory > Configuration > Locations) hierarchy. Pick-pack-ship workflow assignments and custom location fields used for routing logic transfer as Odoo Location properties. Odoo's warehouse structure (Input, Storage, Output, Packing) is configured to match the Bizowie location schema.

Current on-hand quantities by location and lot/serial from Bizowie snapshot at migration cutover date migrate to Odoo Quant records. Each Quant links to a Product, Location, Lot/Serial Number, and Package. Lot traceability records that link to source Bizowie transactions are preserved as Odoo Stock Move history references. We recommend a cutover-date snapshot rather than a live-stream migration to avoid quantity discrepancies during the migration window.

Bizowie Knowledge Base articles export via saved-report CSV with article body, category, and attachment references. Odoo's Knowledge app (Enterprise or Community community-embedded) accepts articles with title, content, and category. Attachments require separate file extraction. Custom database schemas that vary by organization map to Odoo Knowledge structures on a per-customer basis — the export is delivered as structured data, and the Odoo Knowledge configuration is a manual rebuild step for the customer admin.