Odoo Migration

Done with QuickBooks, Sage, or Dynamics? Move cleanly.

Most businesses stay on software they have outgrown because a migration feels risky. It does not have to be. We audit your data first, map everything to Odoo, and run a test migration you can approve before go-live — so nothing disappears and nothing breaks.
Talk to us about your migrationHow implementation works
Systems we migrate from

Leaving a legacy system
behind for good.

We have done this across the accounting software Canadian businesses actually use.

QuickBooks
Desktop & Online. Chart of accounts, customers, vendors, open invoices, balances.
Sage 50 / Sage 300
Full account structure, AR/AP aging, inventory, customer and vendor records.
Dynamics 365 Business Central
Financial entities, open orders, customer and item master, account balances.
Spreadsheets & manual systems
Customer lists, product catalogues, pricing, inventory snapshots — structured cleanly into Odoo.
Migration process

Six steps from your old system
to a live Odoo environment.

Every step is visible and approved by you before we move to the next one.

01
Data audit
Before we touch anything, we export and review your existing data — customers, accounts, balances, open transactions. We document what is clean, what needs fixing, and what can be left behind. You approve the migration scope.
02
Chart of accounts mapping
Your current account structure gets mapped to Odoo. We flag mismatches and recommend a cleaner structure where it makes sense — this is the accounting foundation everything else sits on.
03
Odoo configuration
We configure Odoo around how you actually operate: your tax setup, payment terms, currency, fiscal year, and any workflows specific to your business. Migration and implementation happen in parallel.
04
Test migration
We run the migration into a test environment and validate the numbers — trial balance, open receivables, open payables, inventory counts. You review and approve before anything goes into production.
05
Training
Your team learns Odoo on the test environment with your actual data. Real records make training stick in a way that demo data never does.
06
Cutover & go live
We do a final data sync close to your cutover date, flip the switch, and stay hands-on through the first weeks live. Your old system stays read-only until you are confident you do not need it.
What to expect

Honest things people do not tell you
about ERP migrations.

Your data is probably messier than you think.
Duplicate customers, inconsistent account codes, years of workarounds. That is normal. We surface this in the audit phase — migration is your best chance to clean it up, and it is far better to know before go-live than after.
A mid-year cutover is fine — a clean cutover matters more.
Businesses often delay migrations waiting for a year-end that never feels right. Most mid-year cutovers work well with careful balance mapping. What matters is cutting over with reconciled, agreed-upon numbers — not the calendar date.
You probably do not need 10 years of history in Odoo.
Full historical migration takes longer and costs more. Open balances and 12 months of transactions cover almost every practical lookup. We help you decide what is worth carrying versus what is better left in a read-only export of your old system.
Parallel running has a cost.
Running your old system alongside Odoo during testing is the safest approach — but it means your team is doing double-entry for a period. We keep this window as short as possible and structure training to minimize it.
FAQ

Migration questions we hear most

Ready to leave your old system behind?

Tell us what you are running now and what is driving you to move. We will give you an honest picture of what a migration looks like for your business — scope, timeline, and cost — before you commit to anything.

Start the conversation