Odoo Go-Live Data Requirements
A list of the data you should prepare

Going live on a new ERP system can be a stressful time. The best way to ensure a smooth transition is to start early to format and investigate the amount of work required to collect your data. Giving yourself an early start will really help your preparation.

While every project is different, you can start by gathering together the following data and presenting it to us in advance for review.

File Formatting Tips

  • Make sure that any customers or vendor names match what you have already imported.
  • Make sure that the products are already imported to live and the product numbers match
  • .CSV is usually the most efficient format -- look out for leading zeros!
  • Name the file in a way that makes it easy to search for if you need to refer to it later.
  • Any Aged Receivable / Payable / Inventory records should tie directly to your opening journal entry.


Data to Gather

The list below should be a good starting point to gather together and evaluate. The order presented below is typically the correct sequence for most projects as well.


Contacts

The following list is for both Vendors and Customers.

Name
Is a company
Is a Vendor
Is a Customer
Payment Terms
Related company
Address type
Street
ZIP
City
State
Country

Product Data

Name
Product Type
Internal Reference
Barcode
Sales Price
Cost
Weight
Sales Description

Inventory

Location
Product
Lot / Serial Number (If applicable)
Quantity on Hand
Cost Each (to tie to Balance Sheet)

CRM Opportunities

Opportunity Name
Company Name
Contact Name
Email
Job Position
Phone
Mobile
Street
Street2
City
State
Zip
Country
Website
Notes

Open Sale Orders

Customer Code
Customer Name
Delivery Address
Payment Terms
Salesperson
Order Number
Expected Receipt of Item
Product Code
Quantity Ordered
Price Each
Opportunity Name

Open Purchase Orders

Vendor Code
Vendor Name
Payment Terms
Order Number
Expected Receipt of Item
Product Code
Quantity Ordered
Price Each

Aged Payable

Type 
Date
Vendors Invoice Number
Your PO#
Vendor
Terms
Due Date
Invoice Total
Open Balance

Aged Receivable

Type
Date of Invoice
Invoice Number
P. O. #
Customer
Terms
Due Date
Invoice Total
Open Balance





    Odoo Go-Live Data Requirements
    Kyle Robinson 9 March, 2022
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