Measures while migrating from odoo v8 to v9


About odoo

Odoo is an open-source comprehensive suite of business applications for sales, CRM, Project management, Warehouse management, Accounting, Manufacturing, HR and much more.With a strong and robust MVC (Model-View-Controller) architecture, flexible workflows, a dynamic GUI, and customizable reporting system integration odoo offers over 3000+ modules specifically designed for business to improve their performances.

Odoo V8 Features:

  • Refracting of new framework(API’s)

  • The website builder module was introduced since this version

  • Warehouse and inventory management includes:

  • Robustness faced with inventory differences.

  • Rapid detection of mistakes through this double entry of system and warehouse and inventory management.

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Odoo V9 Features

  • Accounting module was enhanced in odoo enterprise version with features like check printing and deposit, customer follow-ups.

  • A key feature of dynamic reports is added in the enterprise version of odoo v9.

  • This version onwards, the e-commerce module has the ability to be directly integrated with shipping services like UPS, DHL etc.

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Process of migrating odoo v8 to v9

Whenever any newer version of odoo is launched, it consists of some additional features and improvements, causing you a need to migrate from older version to newer version.Here are the steps that one needs to follow while migrating from one database to another:

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First of all, you need to create a backup of your database and then upload it. You can even anonymize the data before uploading the database.Once the database is received, migration process starts and the database is tested.

If the migration process ends without any failures, you will receive an email attached with the link through which the migrated database can be downloaded.

Paradoxically, if it doesn’t end automatically, an email is received explaining about the difficulties encountered in the migration process and suggesting that a manual intervention is necessary.After all the problems are solved, you can download your migrated database and reinstall it in the newer version of odoo.

Measures to migrate from v8 to v9

1.Understanding the existing software – First and foremost one needs to understand how the business works,i.e what are the dependencies, what are interactions what is the workflow etc.Once we know how the system works, we are confident enough to move to the next step i.e Data Extraction.

2.Data Extraction – In this step, we need to focus on the data of the organization and try to extract it into a different location using 3rd party software or add-ons.Once done it needs to be rechecked if the data is extracted without any errors.

3.Data Cleaning – Cleaning the data is an important part of the data migration process.The extraction process can easily creep in some erroneous information.To make sure that the data is correct, its important to make the data goes through the data cleaning process.

4.Field Mapping – Field mapping is done after the data cleansing process.This maps the old data fields to the new data fields.

5.Integrity Check – Integrity check is done after the whole data migration process is complete.In this part, you need to look for any errors or data corrupts and resolve them as quickly as possible.Once this step is complete the system is ready for use.

This was all about odoo migration from v8 to v9, we hope this short snippet would have helped you in getting some insights about odoo.Stay tuned for more information on odoo.

Please feel free to reach us at sales@bistasolutions.com for any queries on odoo and its related modules.Also, you can write us through feedback@bistasolutions.com` and tell us how this information has helped you.

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