Migrate from EQUAL to Odoo ERP

Equals Money Account records map to Odoo res.partner. Each Account represents a financial container holding the card portfolio and transaction ledger. The account holder name, primary contact email, and business entity type map to res.partner fields name, email, and company_type (set to 'company' or 'person'). We resolve the parent-company relationship for subsidiary accounts during scoping to avoid duplicate partner records.

Equals Money physical card records map to res.partner (the cardholder employee or contractor) with a res.partner.bank record carrying the virtual IBAN or card account number. The issuing bank details from the Equals Money card record become the bank field on res.partner.bank. The card spending limit and current balance are preserved as custom res.partner fields or stored as analytic notes pending Odoo configuration.

Equals Money virtual card records represent either disposable spend controls (one-time merchant-locked cards) or category-restricted spend cards. These map to res.partner.bank if the virtual card has a dedicated IBAN for reconciliation, or to product.product variants if virtual cards represent merchant category codes assigned to specific expense buckets. The customer chooses the mapping strategy during scoping based on how the virtual card data is used for reporting.

Equals Money Transactions map to Odoo account.move journal entries. Each transaction splits into a debit line and a credit line following standard double-entry bookkeeping. The Equals Money transaction amount, currency, and exchange rate become account.move line values. The counterparty (merchant, vendor, or internal account) is resolved as res.partner or as an account.account entry for internal transfers.

Equals Money multi-currency balances map to Odoo res.currency for active currencies and to account.move.line entries in the foreign currency for each transaction. We preserve the original Equals Money exchange rate as a written transformation field on each migrated journal entry rather than maintaining a live rate link, which is standard practice for historical transaction imports in Odoo.

Equals Money expense category tags (merchant categories, spending buckets, budget labels) merge into Odoo account.account records at the appropriate chart-of-accounts level. Multiple Equals Money categories that represent one Odoo account are consolidated during the transform step. Uncategorized or merchant-metadata tags that have no Odoo equivalent are flagged for the customer's admin to assign to a residual expense account post-migration.

Equals Money team member records linked to cards map to Odoo res.users (for employees with Odoo login access) and res.partner (for contractors or cardholders without system login). The team member email and role become res.users login and groups. Active card assignment is preserved; historical assignments are stored as account.move notes.

Equals Money merchant metadata (merchant name, category code, location, MCC code) that appears on Transactions is mapped to res.partner as a vendor record for recurring merchants, or stored as a note and analytic tag on the account.move for one-off merchants. The customer chooses the merchant-resolution strategy during scoping based on the ratio of recurring to one-off vendors.

Equals Money SQL query definitions and saved workbook templates do not have a direct Odoo equivalent and are not migrated. Odoo uses ORM-based filtering and search, not raw SQL. We deliver a written inventory of every saved query and its purpose, mapping each to the nearest Odoo equivalent (custom filters, saved searches, or Odoo Studio report definitions) for the customer's administrator to rebuild.

Equals Money spreadsheet-based reporting views, custom spend dashboards, and workbook-level charts do not migrate. Odoo reporting is model-driven (reports built on account.move, res.partner, and product.product). We deliver a written inventory of every Equals Money report and chart with its data source and configuration, mapped to Odoo Studio report definitions or the Odoo reporting module for the customer's admin to rebuild.