Crucial things to keep in mind while migrating Odoo ERP to a newer version

by Alex Forsyth Developer

Odoo comes with a new version with new and improved features and functionalities every year. And every business must keep on migrating to the newer version along with the release of it. And here are the most crucial things to consider while migrating Odoo ERP to its newer version.

Nowadays, it has become imperative for every business to stay updated along with the advancements in technology to stay ahead in the competition with better business management and more productivity. Now, talking about the ERP systems, businesses that have ERP integrated into their systems should also be upgraded from time to time to let businesses enjoy and leverage advanced features of the software.

However, if your business has Odoo ERP, integrated into it, then you must be knowing that this ERP software keeps on updating itself annually. And, migrating to a newer version of it is important for every business to integrate the improved features of it and for managing the processes more efficiently.

With more than 5 million users across the globe, Odoo has always been the most powerful, robust, secure, reliable, intuitive, popular, and all-in-one integrated ERP software that comes with thousands of applications and modules and suits almost every business needs. But just customising it, and implementing it in your business is not enough to leverage the most out of the software. You need to keep updating your business system along with the release of every version of the software to make sure your system is upgraded with improved features.

And now, if you are thinking that how to migrate and what are the things to consider while migrating then here is the article for you.

Things you need to keep in mind while migrating your ERP software to a better version of it.

Migrating Odoo software to a higher or newer version may not be easy and you may have to come across several challenges during the process. And, here are the pointers you have to remember during the migration process.

Make sure to take the back-up of your current system:

This is the first most crucial step you need to take prior to commencing the ERP migration process. Make sure to take the back-up of all your business data and the data of the current ERP system. Install the demo server from your system’s production server along with the database and the extensions. With this, you can prevent the occurrence of errors and all other losses that may occur while migrating. However, for installing the newer version of the software, you will also have to clear the system registries.

Evaluate the working of the current system:

Now, you will have to scrutinise, evaluate, and then perceive the working of the current ERP system. Once you are done with the end-to-end analysis, you will have to understand the reasons for installing the new version and everything that’s there in the new version. Also, you need to take the required precautions to prevent any further issues while upgrading the software system.

Find a demo copy of the newest version:

The demo of the ERP’s latest version offers businesses the new version details and its features and modules. It also gives the details of the current set-up. Finding it before getting ahead with the migration process can help you to migrate properly and seamlessly having the knowledge of everything about the new and the current ERP system.

Migrate the current database properly and carefully:

You have to migrate all your current data or you can say your entire database while migration. Be careful while data extraction is stored in your current system. You cannot afford to miss any crucial data during the process. Hence, this is the most sensitive and important step when you are migrating your existing ERP system to its newer version.

Migrate the modules:

Migrating the modules of the current ERP software must be done systematically. For this, you must have a solid understanding and knowledge of inter-modular interaction. Also, you must know which modules your current system has and are relevant to your business processes and what modules you need to add along with the migration. Make sure to know about the modules of the current ERP system and the modules that are there in the newer version. Match the modules in both before migrating.

So, these were the most crucial aspects to consider while ERP migration. And hope, these above tips will surely help you with a smooth and effective ERP migration process.

Alex Forsyth is an expert Odoo ERP consultant associated with the most trusted ERP service provider in Australia, Envertis Software Solutions. With expertise as an ERP consultant and a keen interest in writing articles, the author has come up with this one to make you aware of the key things to keep in mind while migrating the ERP system to a better version.