Odoo ERP · Data
Odoo Data Migration Checklist Before Go-Live
· Updated · 2 min read
Go-live weekends slip on dirty product names and duplicate customers, not on the server. Treat the file load as its own workstream with a rehearsal, not as a task for the night before.
What must move
Customers and vendors you still trade with, products you still sell or make, opening stock, open sales and purchase orders, and opening receivables and payables. Those records are how Monday morning works.
Historical invoices and closed orders can stay in the old system, read-only. Loading ten years of documents feels thorough and then blocks the rehearsal.
Clean before you transform
Merge duplicate partners. One customer with three spellings becomes three receivables. Agree a product code and a single unit of measure. Fix the source sheet. Do not hide the mess in the import script.
Give the file an owner in the business, not only in the implementation team. The owner signs the sample. We load what they sign.
Rehearse at least once
Load into staging, print a trial balance, and pick a delivery. Compare counts with the source. Then wipe staging and load again from the corrected file. A first load on production is how stock goes negative on day one.
Version upgrades of an existing Odoo database are a different job. That path is the version migration guide. This checklist is for a new Odoo database fed by files.
Cut over with a freeze
Stop creating orders in the old tool at an agreed hour. Take the final opening file from that freeze. Anyone who enters a sale in both systems during the gap creates a document you will chase for a month.
The first days are hypercare: fix masters, do not add features. That handoff is part of implementation.
Frequently Asked Questions
How many rehearsals do we need?+
At least one full load into staging that finance and the warehouse both check. Two is better if the first load finds systematic errors.
Should product names be rewritten in the import?+
No. Correct them in the source file so the next load does not reintroduce the old names.
Who signs the opening balances?+
Finance signs receivables, payables, and the trial balance. The warehouse signs opening quantities. The implementation team does not invent those numbers.