3 Things To Consider While Migrating to Odoo 14

by Alex Forsyth Developer

Migrating to the latest version of Odoo, version 14, has become necessary for every Odoo user now. And here’s all about the Odoo 14 migration process shared by a professional of Odoo in Australia.

This year, Odoo, the one-in-all integrated ERP software solution, has come up with another upgraded version, Odoo 14. This new version of the ERP has got some amazing and advanced features like a new data cleaning module, a new dashboard, new snippets like chart snippet, countdown snippet, product catalogue snippet, auto pop-up snippet, masonry snippet, and more, improved sales module, purchase module, manufacturing modules, etc. However, to leverage these new features and improvements, it is essential to make a move to this new version of the software now. But migrating to Odoo 14 from the older version is a step-by-step process and you cannot just rush to migrate the entire system at one go as this can lead to failure at the end.

So, once you have gone through the features, improvements and benefits of Odoo 14 and you have decided to migrate to it, then you need to plan well and make a strategy to migrate. A consultant of Odoo in Australia has shared more about this entire migration plan below. Let’s take a look at it and dive into the details and migrations steps now.

Analyse the new ERP system, its changes, improvements and all its rigid features:

Odoo modules and features get changed and improved with the introduction of every new version. However, it is crucial to analyse and understand these new features and the new version well and check the compatibility with the features of the current version that is integrated into the business system. Chances are that the current or previous version may lack some of the features and functionalities and you need to customise the new ERP version according to that and as per your business processes. Analysing the new features and customising them for your business is an important step as this will help you to integrate only the modules of the new version that your business needs and help you to get rid of the features and modules you don’t really need. This approach can save both your time and money and can even make your system lightweight and more efficient with only the features and modules your system requires.

Upgrade your customisations and third-party modules:

Once you have identified and defined which are the custom modules that need to be upgraded for this new version of the ERP, it’s time to upgrade the codes as well. A few modules can work exceptionally only with slight changes in the main files, while the other modules may need more complex changes and customisations. This always depends on the Odoo version and the specific modules that you are upgrading or customising. In case you are have integrated any third-party modules purchased on the Odoo store, then you will have to repurchase that third-party module as you will also need the same module for the newer ERP version as well.

Upgrade your present Odoo database:

Once you ensure all the modules and features are customised as per your business requirements and when you are sure that all the customisations are upgraded properly, or you do not have any custom module in the existing database, you are then ready to upgrade and migrate your database to the newer version. But yes, the upgrade or database migration process may also differ depending on the hosting service you are using. Just make a note that you can migrate only the Odoo Enterprise databases more easily as compared to the Odoo Community databases.

The business data present in your current Odoo platform or version is highly significant for your business, isn’t it? Yes, it is. And you cannot afford to lose any of these data under any circumstances. However, you need to sync all your existing data with the newer version of the ERP as well. You need to be sure that all the data including the data in the tables, charts, contracts, etc., are ready for migration.

Also, the functional applications in the existing or the older version of the ERP are important. Check the ones you cannot lose and migrate the same along with all the data. Remember, the performance, features of the existing system, the improved functionalities of the newer version, compatibility, the downtime, cost of migration, customisations, the database, and the choice of hosting ( on-premise, cloud, or Odoo. sh), all matters a lot when you are migrating to Odoo 14 and you need to consider all while seamlessly and step-wise migrating to the newer version.

Well, completing the entire migration process step-by-step can be a little time-consuming process. Well, if you try to complete the process quickly or in one go, it can lead to mistakes and result in migration failure. This can even cost you more. Hence, it is crucial to prepare the right strategy for a successful migration and so that your business can leverage the benefits of Odoo 14, the latest version of the ERP.

Alex Forsyth is a reliable and skilled consultant of Odoo in Australia associated with a leading Odoo service provider, Envertis Software Solutions. The author has written this article to help you identify and consider the 3 key things while migrating to Odoo 14 from the older version of the ERP.