Migrate from iXERP Standard to Odoo ERP

iXERP Customer records map to Odoo Contacts with the Company Type flag set to 'company'. The customer name, address fields, phone, email, and outstanding invoice balance migrate as standard contact fields. Any financial credit limit and payment terms stored in iXERP map to Odoo's credit_limit and property_payment_term_id fields. We resolve multi-address records as separate Odoo Contact addresses under the same parent company contact.

iXERP Vendor records map to Odoo Contacts with the Company Type flag set to 'company' and the Supplier flag enabled. Vendor payment terms and accounts payable balance carry across as property_supplier_payment_term_id and the current payable amount. We flag any duplicate vendor names against the existing customer list during pre-flight.

iXERP Items (stock SKUs, non-stock items, and services) map to Odoo Product records. Item codes become the Product's default_code (SKU), cost prices map to standard_price, and selling prices map to list_price. The iXERP re-order level maps to Odoo's route-specific reordering rules if the Odoo Inventory app is activated. Serial and batch tracking fields migrate as tracking attributes on the Product.

iXERP Purchase Orders map directly to Odoo Purchase Orders. PO headers (vendor reference, date, terms) and line items (item, quantity, unit price) migrate with status preserved. We map iXERP's received-to-date values to Odoo's delivered quantities, and any linked Goods Received Notes map as Odoo incoming shipments if the Inventory app is active.

iXERP Sales Orders map to Odoo Sale Orders with customer reference, order date, and line items preserved. Fulfilment status (pending, partial, shipped) migrates to the corresponding Odoo delivery state. If the Odoo Inventory app is active, linked delivery orders are created; if not, the fulfilment tracking remains as an order state field. Historical orders retain their original dates for reporting continuity.

iXERP Issues (sales) and Receipts (purchases) Invoices map to Odoo Account Move records with move_type of out_invoice and in_invoice respectively. Multi-line detail, tax codes, and payment status migrate. We agree the invoice type mapping upfront during scoping because iXERP invoice terminology differs from Odoo's Receivables/Payables model. Any partially paid invoices carry the residual amount into Odoo's residual field.

The iXERP general ledger structure (account codes, names, and classifications) maps to Odoo Account records. We apply a country-specific Odoo chart of accounts template during initial Odoo setup, then create or modify accounts to match iXERP codes and types. Account types (Asset, Liability, Equity, Income, Expense) map to Odoo's accountType field, and tax codes map to Odoo's tax templates. This step must complete before any Invoice or Bank transaction import.

iXERP bank and cash account balances and transaction histories map to Odoo Account Journals. We create bank and cash journals in Odoo matching the iXERP account structure, carry opening balances as Odoo Statement starting balances, and import historical transaction lines as bank statement lines. Reconciliation data migrates where transaction dates and reference fields allow.

iXERP Projects map to Odoo Project records with project manager, milestones, and budget fields preserved. We map project status, start and end dates, and any custom project fields to Odoo's extended project fields or custom fields. If the Odoo Timesheet app is active, task hours carry across; otherwise they remain as project task time-entry records.

iXERP Tasks belonging to Projects map to Odoo Project Tasks with the project relationship preserved. Assignee, status, planned hours, and logged hours migrate. We carry the task-to-project hierarchy and any milestone associations from iXERP into Odoo's task structure and sub-task nesting.

iXERP HR Employee records (personal details, job roles, departments, and compensation fields) map to Odoo Employees. We handle effective-dated fields and multi-address records carefully, mapping department to Odoo's Department and job title to the Employee's job_title. Compensation fields migrate as custom fields or to the Odoo Payroll app if activated.

iXERP stock movements, adjustments, and transfers migrate as Odoo Stock Moves. Historical transaction volume can be large; we scope the migration by a customer-agreed date range and flag any truncation required due to destination data-volume constraints. If Odoo Inventory is not activated, we skip this object and note the gap in the migration summary.