Migrate from Selly Erp to Odoo ERP

Selly ERP Lead records map to Odoo CRM Lead (also called crm.lead). We extract first name, last name, email, phone, company name, source, and status fields. The lead priority (low, medium, high) maps to Odoo's priority field (0-5 scale). We create the Lead before any Opportunity creation so that crm.lead/opportunity conversion links correctly.

Selly ERP Customer records map to Odoo res.partner with type=contact. Company details map to parent_id on the partner record. Billing and shipping addresses migrate as partner addresses with address_type fields. The partner's VAT number, fiscal position, and payment terms transfer as fields on res.partner.

Selly ERP's embedded company data within Customer records extracts as Odoo res.partner with type=company. We create the company partner first and then link individual contacts as child partners under the parent company, preserving the relationship structure from Selly ERP.

Selly ERP Opportunities map to Odoo CRM Opportunities. The deal name, estimated value, close date, and probability migrate. Stage names from Selly ERP's custom pipeline are extracted during scoping and created as Odoo stage records in the CRM pipeline before import. Probability percentages are stored as stage_weight values in Odoo's stage configuration.

Selly ERP allows custom pipeline stage names per account. We extract the complete stage list during scoping and create corresponding Odoo CRM stages in the destination pipeline, preserving the ordering sequence. Stage colors and is_won flags are configured to match the customer's visual conventions where possible.

Selly ERP Deals map to Odoo CRM Opportunities for sales-cycle tracking. If the customer uses Selly ERP's task or project submodule within a deal context, those items map to Odoo Project Task records linked to the corresponding Opportunity. We confirm the deal-to-task split strategy with the customer during scoping based on how they use Deals in Selly ERP.

Selly ERP Invoice records migrate as Odoo account.move entries with type=out_invoice or out_refund. Invoice line items transfer as move_line records with account_id resolved from the Odoo chart of accounts mapping. The original invoice PDF is archived as an Odoo attachment on the move record for audit reference, but the PDF does not replace the structured line-item record.

Selly ERP Quotes map to Odoo Sale Orders. Quote line items, totals, validity dates, and payment terms transfer. Custom quote templates from Selly ERP do not carry over; we document the template structure separately so the customer can rebuild in Odoo's Sale Order report designer.

Selly ERP Activity records (calls, emails, meetings, tasks, notes) migrate as Odoo mail.activity entries linked to the parent crm.lead or res.partner. Timestamps are preserved in UTC and converted to the destination timezone during import. Note content migrates as Odoo note.doc records attached to the parent record.

Selly ERP user accounts and owners map to Odoo res.users records via email match. We resolve each HubSpot owner ID to the corresponding Odoo user. Any Selly ERP user without a matching Odoo user goes to a reconciliation queue for the customer's admin to provision before the record import phase resumes, because OwnerId references are required on most Odoo document types.

Custom fields on any Selly ERP object are extracted during export. We preserve the field name, data type, and values, and create matching custom fields in Odoo (via Settings > Technical > Database Structure > Fields) before importing values. Field types are mapped to Odoo field definitions including selection, char, float, date, datetime, many2one, and one2many where applicable.

File attachments linked to records in Selly ERP (customer documents, deal files, invoice PDFs) are extracted from the export and stored for re-upload to Odoo as ir.attachment records linked to the corresponding res.partner, crm.lead, or account.move. Attachment migration runs after record creation so that the res_model and res_id references resolve correctly during import.