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Everything You Need to Know While Migrating to Odoo 17

Author : Alex Forsyth | Published On : 21 Dec 2023

Odoo is a one-of-its-kind ERP software as it comes with several powerful and robust features and offers a myriad of benefits. Some of these include centralised database, customisation optionsit to fit your needs, share information easily between different parts of your company, improve your planning and reporting, and more.

 

These benefits make Odoo ERP a great choice for managing businesses of any size. But, to make sure it stays effective and up-to-date with what customers want and the latest technology, it's important to update it to the newest version every year with the annual release of a newer Odoo version. 

 

Updating to the latest version keeps your software secure and lets you use new features to make your business processes even better. This guide for migrating to Odoo 17 will show you the best ways to do it successfully. Let's get started!

 

Things to Consider while Migrating Odoo to Version 17

Data Migration:

This step involves securely transferring the existing data from your ERP system. Whether you're currently using an older Odoo version or a different ERP system, if you're moving to a newer version, it's crucial to ensure that financial data, documents, customer or vendor details, reports, and other important information are transferred safely. This data should be adaptable to the apps and platforms of the migrated or updated Odoo version. Any database tables from previous versions should be mapped, imported, and adjusted for use with the latest ERP version.

 

App Migration:

The Odoo App Store offers around 16,000 apps that can enhance the performance of your business unit. It's possible that some of these applications are vital for your business operations. Even if you're planning to move to the latest ERP version, you can't just swap out those apps. However, these apps might not function as smoothly in the new version compared to your current one.

In such situations, an experienced Odoo migration service provider can be invaluable. The professional can assist you in securely migrating the apps and tweaking the code to ensure the applications run seamlessly for your specific needs. 

 

Odoo Module Migration:

Odoo comes with approximately 35 core modules, including accounting, eCommerce, Sales, HR, Marketing, MRP, and more. With each new upgrade, such as the Odoo 17 update, exclusive features are introduced to enhance these modules.

To take advantage of the newly updated features, it's crucial to migrate the codes for these modules from the current version to the latest Odoo 16 version. However, enlisting the help of dedicated professionals will ensure a more effective and step-by-step Odoo module migration process.

 

Steps for Odoo migration

  • Strategise: Before initiating the Odoo migration process, prepare a comprehensive plan. Analyse your current data structure and determine how it should be organised post-migration. 
  • Prepare Data: With a solid plan in place, focus on preparing your data for migration. Create backups of essential components such as client data and app data to safeguard against potential mishaps. Prioritise tasks like cleaning up old data, eliminating redundancies, and addressing corrupted data. Have a contingency plan in case of unexpected issues during migration to avoid the loss of sensitive customer information.
  • Migration Process: Engage in the actual migration of data, apps, and modules. The duration of this step depends on the size and complexity of your data. 
  • Testing Phase: Post-migration, Odoo developers conduct thorough testing to verify the successful transfer of data, apps, and modules. This critical stage identifies potential migration errors and data loss, allowing developers to rectify issues and optimise the performance of your business apps. It also provides an opportunity to reverse the update if necessary.
  • Post-Migration Actions: Once you confirm a successful Odoo migration, proceed with post-migration considerations. Finalise the software for use by performing tasks such as redirecting URLs from the old system to the new one and updating entries. These steps contribute to the seamless integration of the new Odoo system into your business operations. 

 

Considering each and every point outlined above is important to ensure flawless and successful migration of Odoo to its latest version, that’s Odoo 17 now. 

 

Alex Forsyth is an experienced Odoo consultant associated with a certified Odoo Gold Partner in Sydney, Envertis Software Solutions. In this article, the author has shared a complete overview of the considerations while migrating from Odoo 16 to 17.