Migrate from Vault-ERP to Odoo ERP

Vault-ERP uses a NetSuite-based hierarchical chart with custom segments per tenant. We extract the full account hierarchy via the source export and re-map it to Odoo's account types (view, receivable, payable, liquidity, revenue, expense). Analytic accounts in Odoo are configured separately and can mirror Vault-ERP cost-center or department segments. Account numbers and names migrate 1:1, but the Odoo fiscal year structure must be configured before the first journal entry imports.

Vault-ERP customer records carry contact details, addresses, credit limits, and payment terms as standard NetSuite objects. We migrate these to Odoo Contact records with the Customer flag enabled, preserving address data across shipping and billing types, credit limit to a custom field, and payment terms to the Odoo property_payment_term_id. Any Vault-ERP customer classification tags map to Odoo tags.

Vault-ERP vendor records follow the same NetSuite Contact object schema as customers. We migrate to Odoo Contact records with the Supplier flag enabled, preserving fiscal position assignments, tax ID (Vendor Tax ID in Odoo), and payment terms. Bank account details on vendors map to Odoo partner bank fields.

Vault-ERP item records include type classification (inventory vs non-inventory vs service), pricing, and custom fields per tenant. We map item type to Odoo product types (stockable, consumable, service), preserve pricing from Vault-ERP price lists to Odoo seller IDs and product pricelists, and re-map custom item fields to Odoo product attributes or custom fields. BOM structures in Vault-ERP map to Odoo bom entries with component lines and workcenter routing.

Open payable records carry outstanding balances, payment terms, and linked transaction IDs. We create Odoo Vendor Bills in draft state for each open Vault-ERP payable, preserving the original invoice number, due date, and open amount. Currency and subsidiary references map to Odoo's multi-currency and multi-company configuration if applicable. Vendor Bills are reconciled against bank statements post-migration.

Open receivable records carry outstanding balances, payment terms, and linked transaction IDs. We create Odoo Customer Invoices in draft state for each open Vault-ERP receivable, preserving the original invoice number, due date, and open amount. Tax handling migrates from Vault-ERP tax code references to Odoo fiscal positions and taxes. Reconciliation against bank statements happens post-migration.

Vault-ERP order records reference customers, items, pricing, and fulfillment status. The source custom form layout means order field names vary per tenant. We extract the underlying transaction data and re-map to Odoo Sale Order, preserving order lines (product, quantity, unit price), order references, and scheduled dates. The fulfillment status (pending, partially shipped, shipped) maps to Odoo delivery states. Draft orders migrate as draft; confirmed orders preserve their state.

Purchase order records follow the same pattern as sales orders but in the procurement direction. We map Vault-ERP PO headers and lines to Odoo Purchase Order and Purchase Order Lines, preserving vendor reference, expected delivery dates, and receipt status. Vault-ERP custom fields on PO headers and lines require per-instance mapping against the discovered source schema.

Vault-ERP employee records include profiles, job titles, department assignments, and onboarding data. We migrate employee profiles to Odoo Employees, preserving department (mapped to Odoo HR Department), job title, work contact information, and bank details for payroll. Vault-ERP custom fields on employee records are mapped to Odoo employee custom fields or HR module properties. Attendance and attendance policy data migrates to Odoo Attendance module if the HR module is active.

Vault-ERP stores compensation changes, job title transitions, and department reassignments effective on specific dates. Importing only the latest snapshot discards this history. We extract the full effective-dated change log for each employee and create a sequence of dated entries in Odoo Employee Contract records, preserving the change date, old value, new value, and reason. Audit continuity is maintained for HR compliance reporting.

Vault-ERP time tracking records billable and non-billable hours linked to projects or employees. We extract raw hour and project associations and remap them to Odoo analytic account lines (timesheets). Billable flag maps to Odoo's analytic account line is_billable property, and project association maps to Odoo's project-linked analytic accounts. Vault-ERP's custom time entry fields require per-instance mapping.

Document storage in Vault-ERP uses the platform's file management layer. We export file references, metadata, and binary content alongside their associated records. Each migrated document is verified by checksum comparison post-transfer, and any file where the source and destination hashes do not match is flagged in the migration report for manual re-upload. Odoo stores attachments in its ir_attachment table linked to the corresponding model and res_id.