How to Transfer Systems Data into Odoo ERP system | Odoo data migration

The primary concern 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 This is the first step for anyone who has been exploring outdated software programs or any other conventional tool to manage a company. Many are worried about the safety of the process and the time taken to complete the successful export of data. It takes significantly 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 upon completion of the complete migration process.

• A bigger platform for bigger targets

The main thing to consider in 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 centers may come up in the future which will demand more effort from the management to run the administrative affairs. A single-point control will only work better for futuristic companies with bigger goals and expansion plans. Continuing with the legacy system will never help them 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 quickly and lose no 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.

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• All data in 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, invoices, 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.

• Simple procedure

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 start with the data export process. From the new window, we can select the desired files. It is simple 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. We can classify each item under a different title for completing the import process. If there is any error, 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 throughout 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 data and status for any reference purpose.

• Cloud-based support

The major advantage of companies that 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 to reduce 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 explore the cloud-based features. Even such firms can think of introducing some Artificial Intelligence-based working environment to meet modern administrative requirements.

• Early the best

There may be companies that 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 resources to the new management with passaging 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 getting it updated from time to time based on in-house requirements. In effect, the successful Odoo migration makes it a game-changer for your team to build better targets and achieve them on time in a convenient working ambiance.

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Bassam Infotech is a company of Official Odoo Certified Experts with 24 years of expertise. We are a one-stop shop for all your business needs, including Odoo Implementation, customization, integration, and support. We’re available by phone or email, with a 24-hour response time in case you need immediate Odoo ERP support. For more details, Call us at +91 88912 49995 or +91 70250 75566 email us at info@bassaminfotech.com, or fill out the form to get a free consultation