The primary concern of any of the new entrants to the Odoo ERP is the safe migration from the conventional data repository to the new platform. This is the first step of anyone who has been exploring out-dated software programs or any other conventional tool to manage a company. Many are worried of the safety of the process and the time taken to complete the successful export of data. To be precise, it takes very less time and energy to complete the data migration process. It is a very simple process where you can complete the tasks with the simple and user-friendly options provided by Odoo. Your data will be safe and ready to use on completion of the complete migration process.
Bigger platform for bigger targets
The main thing to consider data transfer for new software is that it can only help achieve the future goals of a company. Only with such a daring step, one can adopt futuristic administrative changes within the organization. For a company, more goals will have to be achieved along with its expansion. More employees and satellite centres may come up in the future which will demand more effort on the management to run the administrative affairs. A single point control will only work better for futuristic companies with bigger goals and expansion plan. Continuing with the legacy system will never help them to achieve bigger goals in a short period and showcase better competition against the rival runners.
Forget the file format
If you are concerned about your file format, it is better to embrace Odoo. When you sign up with Odoo, you get the natural option to import any type of file from your system to the new module. The XLs or CSV format files can be easily exported to the new Odoo module. The biggest attraction is that it can be completed very fast and without losing any important data from your old files. There is also a provision to conduct a sample test that will make you very clear about the process and the possibilities of any error. The support of Odoo technicians will be available for completing this main task. Complete the odoo data migration process and just start your work. For that also, the technicians will be by your side with all the required technical support.
All data at one place
You may have to export multiple records to the new platform during the migration process. For a company, it will be crucial to coordinate with various departments, verticals, and wings. The partial export will be a headache in the future and will cripple the functioning of inter-department coordinators. In effect, one will have to export data such as inventory, sales records, Cost of materials, invoice, communication records, Human Resources Department data, accounts records, employee records, product information, performance records and all other related data kept at the firm for managing its functioning. The main thing to be kept in mind during the data migration process is that it is a step-by-step procedure and you will have to be patient with its successful integration with the new software.
Now, let’s have a look at the method of importing data. It is accessible under the Sales subhead on the ERP. The last option in this head is the Export option which will help you to start with the data export process. From the new window we can select the desired files. It is so simple for you to import files in CSV or XLS format.
We can later add data to the exported file. We can later easily load the files and conduct the test. If we get the message “Everything Seems Valid”, it is the final report that everything is clear to complete the successful data migration process.
One can also set a label to clearly classify the imported stuff. Each item can be classified under a different label for completing the import process. If there is any error in between the process, it will be clearly displayed on the screen. It will help the technicians concerned to rectify it on time and assure you an uninterrupted service through the time.
Multiple software programs into a single solution
Once the migration or data export is completed, the companies can successfully integrate all their multiple-software controlled functions into a single solution. Suppose someone feels that they need additional modules to streamline the process. In that case, they can easily approach the Odoo technicians to study the requirements and integrate the most suited module with the updated product. Such integration after the data migration process will definitely improve productivity, better management support and quick tracing of available data and status for any reference purpose.
The major advantage of companies which like to have data migration to Odoo is the opportunity to enjoy cloud-based support from any part of the world. Those who look for a cost-effective option and third-party management reducing the administrative cost will have to seriously think of a cloud-based ERP where this data migration will play a key role. Only companies which have successfully completed the data migration from the legacy systems will be able to explore the cloud-based features. Even such firms can think of introducing some Artificial Intelligence based working environment to meet the modern administrative requirements.
Early the best
There may be companies which are fully immersed in continuing their legacy systems and stick to the conventional style of administration. For such companies, the biggest hurdle will be the successful transfer of the resources to the new management with the passage of time. The transition process will be smooth only when the whole management affair is brought under a single platform where everything can be monitored, assessed and controlled. Odoo the best ERP, offers the convenience of bringing everything under a common platform and gets it updated from time to time based on the in-house requirements. In effect, the successful Odoo migration makes it a game-changer for your team to build better targets and achieve it on time in a convenient working ambience.