Odoo data migration · Calgary

Migrate to Odoo.

One system, not a stack of subscriptions.

Odoo data migration by a Calgary Odoo Ready Partner. We move your contacts, products, open balances, and the history you need out of Xero, Sage, NetSuite, SAP, spreadsheets, or a legacy database, reconcile a trial balance so Odoo opens matching your old books, and cut over on a date that is safe for your year-end.

Off your old system, onto Odoo

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★★★★★ 4.9 on Clutch · 15 reviews · Odoo Ready Partner · Calgary, AB

On QuickBooks? There is a dedicated QuickBooks to Odoo migration page.

Why move

What you're
migrating toward.

The migration is the bridge. Odoo is the destination: one system instead of five.

Most businesses leave QuickBooks or a stack of disconnected tools because the data stopped keeping up. Here is what lands on the other side.

One place

Your whole business in one database.

Accounting, inventory, sales, purchasing, and CRM on one Odoo, instead of five tools and the connectors holding them together.

Real time

One source of truth, live.

Stock, invoices, and pipeline update as you work, so the numbers you report are the numbers right now, not last week's export.

Room to grow

A system that scales with you.

Add users, warehouses, and modules as you grow, instead of hitting a tier cap or bolting on another app.

Start here

What Odoo
migration means.

Odoo migration is the work of moving your business off an old system and onto Odoo. It brings across your contacts and products, your open invoices and orders, your stock and opening balances, and the documents and history you need, then proves the numbers match before you go live.

One thing to settle first: this is data migration, moving your data into Odoo. It is separate from an Odoo version upgrade, which moves an existing Odoo database from one version to the next. If you are leaving Xero, Sage, NetSuite, SAP, or spreadsheets for Odoo, this is the page you want.

The method

The migration
method.

Eight phases. The same method runs whether you are coming off Sage or a spreadsheet.

The risk is always the same: data nobody audited and numbers that do not tie out. We take both off the table before you go live.

Discovery and data audit

We look at what you have: which system, how many records, how clean, and what you use. This is where we find the duplicate vendors, the dead products, and the balances that never tied out.

Find the mess first

Mapping and the chart of accounts

We map every field to Odoo and settle the chart of accounts first, because it is the hardest thing to change after go-live. You approve the map before a record loads.

You approve it

Extract and transform

We pull the data out and reshape it to fit Odoo: matching columns to fields, normalizing units and tax codes, deduplicating contacts, and dropping records you chose to archive.

Clean on the way in

Sandbox load

Everything loads into a private Odoo sandbox, not your live database. You open your own data in Odoo and test real workflows before anything depends on it.

Sandbox first

Reconcile to the dollar

We load opening balances and check Odoo against your old trial balance, account by account, until they agree exactly. A migration that does not reconcile is one you cannot trust.

To the dollar

Parallel run

For a short window you run both systems side by side. The same transaction should produce the same numbers in each. This is how you catch a mapping problem while it is cheap to fix.

Both at once

Cutover

We pick a date that does not split a tax period, move the final balances, and switch the old system to read-only. You keep it for reference; you stop working in it.

On your signal

Hypercare

For the first weeks after go-live we stay close, fixing the edge cases that only surface under real use and making sure your first month-end closes clean.

After go-live

Book the scoping call

Source systems

Where we move
you from.

Each source exports differently, so we scope the extraction up front.

The method is the same for all of them; the wrinkle is in how the data comes out.

We migrate from QuickBooks

QuickBooks → Odoo

The most common move. Desktop or Online, with Classes, Undeposited Funds, and items handled.

See the QuickBooks page

Xero → Odoo

A clean API export. The work is matching Xero's tracking categories and tax rates to Odoo's structure.

Sage 50 / 300 → Odoo

Older account structures and rigid exports. We pull the data, map the accounts, and reconcile against your books.

NetSuite → Odoo

Heavier, because NetSuite holds more: subsidiaries, saved searches, custom records. We scope the export carefully.

SAP Business One → Odoo

Odoo replaces SAP B1 for many SMBs. We map the marketing documents and item masters and reconcile the general ledger.

Spreadsheets & legacy systems

Excel and CSV imports, or an old in-house database a former employee built. We pull the data out, clean it, map it, and reconcile it like any other source.

The trust anchor

Reconcile to
the dollar.

The number that decides whether a migration worked is your opening trial balance.

We load it into Odoo, then walk every account against your old books: cash, receivables, payables, inventory, tax, equity. When each one agrees to the dollar, your first Odoo balance sheet matches the last one you trusted.

We do this before go-live, not after. Finding a half-percent gap in March is a day of work. Finding it after year-end is an audit problem. It is the reason we will not cut you over until it holds.

Account by accountcash, AR, AP, inventory, tax, equity

Before go-livenot after year-end

Parallel runsame numbers, both systems

Year-end-safecutover that fits your period

Scope and timing

What to migrate,
what to archive.

Not every record earns a place in the new system.

We carry the data you run on (open balances, active customers and products, open purchase and sales orders, current stock by location, your CRM pipeline, and the attachments and history you report against) and archive the rest read-only. Years of closed transactions slow a fresh database and hide the records you touch daily.

The operational records are usually the harder half. A bill of materials, lot or serial-tracked stock, customer-specific pricelists, and the open orders in your pipeline are messier to move clean than a trial balance, so we treat them with the same reconciliation discipline.

Timing. We pick a cutover date that does not split a tax period, and we never switch off the old system until the parallel run proves the numbers. Year-end is the cleanest cutover point, so we plan backward from it.

Common questions

Odoo migration,
answered.

What is Odoo migration?

Odoo migration is moving your business off an old system and onto Odoo: contacts, products, open invoices, opening balances, and the history you need. It is data migration, not an Odoo version upgrade. We map every field, load it into a sandbox, and reconcile a trial balance so the numbers in Odoo match your old books before you go live.

How long does an Odoo migration take?

It depends on the source system, the volume, and how clean the data is. A spreadsheet import of contacts and products can be days; a NetSuite migration with years of history and subsidiaries runs weeks. The reconciliation and the parallel run set the floor, because we will not cut over until the numbers agree. We size it on the free scoping call.

Will we lose our history when we move to Odoo?

No. You decide how much history to carry live in Odoo, and the rest stays in a read-only archive you can still open. Carrying years of closed transactions into a fresh database slows it down and buries the records you use daily, so we bring the data you report against and archive the rest.

Can Odoo replace NetSuite or SAP?

Yes. Odoo replaces NetSuite and SAP Business One for many SMBs at a fraction of the licensing. Those systems hold more (subsidiaries, custom records, saved searches), so we scope the export carefully, map the general ledger and master data, and reconcile the trial balance the same way we would for any source.

How do I import data from Excel into Odoo?

Odoo imports contacts, products, and balances from Excel or CSV. The work is the mapping and the cleanup, not the upload: matching your columns to Odoo's fields, fixing duplicates and bad records, and validating totals after the load. We handle that so the import lands clean instead of creating a mess to untangle later.

Our last migration was botched. Can you fix it?

Yes. We take over migrations that went wrong: duplicated records, balances that never reconciled, or history that landed in the wrong accounts. We audit what is in Odoo against your source, correct the mapping, and reconcile a clean trial balance so you can trust the numbers again.

How much does an Odoo migration cost?

Migration is quoted as a one-time fixed fee after a free scoping call. The cost tracks the source system, how much data moves, and how clean it is: a spreadsheet import is light, while NetSuite or SAP with full history is heavier. Migration is a smaller scope than a full implementation. You approve a written scope before any work starts.

Let's go

Move to Odoo with
the numbers intact.

Tell us which system you run today and what you need to carry. We map it, reconcile it, and cut you over year-end-safe.

Calls are 30 minutes. No pitch deck. We audit your source and give you a straight answer.

Book the scoping call

Prefer email? Send your details, or call direct: +1 403-980-8880

What the scoping call covers

Your source system and data volume
What to migrate vs archive read-only
Chart of accounts and tax mapping
A written fixed-fee scope
A year-end-safe cutover plan

Migrate to Odoo.

One system, not a stack of subscriptions.