Migrate from Spectrum ERP to Odoo ERP

Spectrum Jobs map to Odoo Project records with the job's phase and cost-code hierarchy preserved through Odoo's Analytic Account structure. Each Spectrum cost code becomes an Analytic Account line or a Cost Center tag depending on the customer's Odoo configuration. We extract the full job hierarchy — parent job, phases, and cost codes — during scoping and reconstruct it as nested Odoo Projects or as a flat project with analytic distribution lines. Historical job cost totals carry over as project financial data so that the new system reflects the current state of every project at cutover.

Spectrum Work Orders map to Odoo Project Tasks attached to the corresponding Project. Work order labor, materials, and equipment allocations migrate as Task Line items or as a linked Manufacturing Order if the work order governs production. We preserve the work order number, description, scheduled dates, and any linked notes or images via Odoo's document attachment model. Equipment allocation from the work order links to the Equipment record in Odoo's Maintenance app if that module is deployed.

Spectrum G/L Account structure maps to Odoo's Chart of Accounts using a pre-migration mapping session that defines account codes, account types, and any segment-level splits. If Spectrum uses multi-segment account codes (e.g., 4-1234-56), we either preserve the full segment as the Odoo account code or split it into Odoo's account-plus-analytic-tag model depending on the customer's reporting requirements. Account rollup hierarchies migrate as parent-child relationships in Odoo.

Every G/L Journal Entry in Spectrum extracts via the Add G/L Journal Entries web service, which surfaces both debit and credit lines in a single call. We validate that total debits equal total credits before writing to Odoo and flag any entries that fail this check for customer-side correction before cutover. Journal entries carry their original posting date, reference number, and description. Historical journal entries populate Odoo's General Ledger so that trial balance reports reconcile from day one of the destination system.

Spectrum A/R Customer records map to Odoo Contact records with the Customer flag enabled. Open invoice data, credit limits, and payment terms migrate as Contact properties or as related Account Receivable records in Odoo's Accounting app. Customer-specific GL assignment codes from Spectrum carry over as analytic tags on the Contact record.

Spectrum A/P Vendor records map to Odoo Contact records with the Vendor flag enabled. Vendor-specific payment terms, bank details, and W-9 or tax registration data migrate as vendor properties. Any vendor-specific cost-code assignments from Spectrum carry over as analytic tags to route AP transactions to the correct job cost account in Odoo.

Spectrum employee records migrate to Odoo Employees with employment dates, department assignments, and compensation data. Pay stubs and payroll runs migrate as Odoo Payroll Runs with earnings, deductions, and taxes preserved. Certified payroll fields — union rules, prevailing wage rates, fringe benefit allocations — require remapping to Odoo's payroll structure because Odoo's standard payroll module uses a different deduction code model. We flag every certified payroll field identified during scoping and document the mapping to Odoo's HR and payroll configuration so that the customer's payroll administrator can validate before go-live.

Spectrum Equipment records map to Odoo Maintenance app Equipment records with preventive maintenance schedules, work order components, and notes preserved. Equipment Work Orders migrate as Odoo Maintenance Requests linked to the Equipment record. Any labor and parts costs recorded against equipment work orders in Spectrum carry over as maintenance log entries on the Odoo Equipment record.

Spectrum Inventory records map to Odoo Products with the inventory valuation method preserved (FIFO, standard cost, or average cost depending on what Odoo modules are deployed). Open purchase orders and their lines migrate to Odoo Purchase Orders with vendor, product, quantity, and scheduled date intact. Current stock levels migrate as Odoo Inventory Quant records so that the physical inventory position is correct at go-live.

Spectrum Service Hub allows up to four custom fields per Service Request form. We extract all four-field configurations during scoping, including field definitions, data types, and current values. Custom fields map to Odoo Project or Task custom fields (Char, Integer, Selection, or Boolean depending on the Odoo module version). If the destination Odoo deployment allows more than four custom fields, we carry over the full set; if it enforces a four-field limit, we document which fields are highest priority for preservation.

Project Log Images, Work Order Images, and Employee Images from Spectrum's Document Imaging web services migrate as Odoo IrAttachment records linked to the corresponding Project, Task, or Employee. Binary image data requires a separate transfer pass after relational data is loaded so that parent record IDs are available for attachment linkage. We extract image metadata (filename, content type, creation date) alongside the binary data.