Things To Consider While Migrating Odoo ERP To A Newer Version

by Alex Forsyth Developer

Every year, Odoo ERP gets updated and comes up with a newer version with better and advanced features and functionalities. And this makes it necessary to migrate the system whenever a newer version of it gets introduced.

Nowadays, it has become crucial for businesses to stay updated with the latest technologies. And for this, it often becomes imperative to migrate their current software systems to newer and better versions. And the same is applicable for Odoo ERP as well. Odoo gets updated annually and comes up with advanced and upgraded tools and technologies for better business management.

The ERP has got more than 7 million global users today and is one of the best-suited ERP solutions for businesses of all sizes and sectors right from startups to small, medium, and large-scale businesses. From manufacturing to eCommerce, healthcare, educational institutes, hotels, retail, and more can leverage the benefits of Odoo. The ERP is flexible, scalable, modular, customisable, and open-source in nature, which makes it a much more cost-effective option than the other ERP solutions. And the best thing about the software is that it gets updated annually with improved and advanced features and modules. And this makes it important to keep updating your system as well to leverage the improved features of it instead of keep on using the outdated version that is not anymore enough to manage the latest business challenges. In simple words, with every new version, you need to migrate your system as well.

But migrating to a better and newer version of Odoo may not be that easy and it is crucial to follow a few essential steps to ensure a successful and flawless migration. So, what are the most vital things you need to consider while migrating to the newer version of the ERP? Let’s take a look at the points here.

Things you need to consider while migrating to the updated version of Odoo ERP.

Take the back-up first:

The first and the most crucial step you need to take prior to commencing with your migration process is to take the back-up of all the existing data of your current ERP software system and then install a demo server directly from the production server along with the database and extensions. By doing this, you can avoid any kind of losses to happen within your system while migrating. And to install the newer version of the software, you will also have to clear the system registries.

Evaluate the working of your current ERP system:

Yes, you will need to perceive, scrutinise, evaluate, and analyse the working of your current software system. Once you are done with end-to-end analysis and evaluation, you will easily be able to understand the reasons why you need to migrate and what features and benefits you can leverage from the newer version for your specific business needs and operations. Also, with a proper evaluation, you can take the required measures to prevent any kind of problems or complexities while updating your system to the latest software version.

Find a demo copy of the new version:

Finding and getting a demo copy of the latest version of the software can give you the details of all the latest modules and applications of the new version. Demo data is the setting that you can easily turn off or on when it is already created. Even if you give a command to import all the data at the time of creating it, you can again turn it off later on. This ensures that you are migrating the data of your current system to the newer version in a safe and secure way.

Migrate your current database now:

Migrating the database of your current system to the new system is one of the most crucial and challenging tasks. And there’s no point in migrating your system if you do not migrate the database. But database migration is a tricky process. You need to do it very carefully especially while data extraction is stored in various locations of your system, third-party system and your current extensions. While migrating the database, you might come across several errors and bugs in your data set that you can get rid of with the data cleansing process.

Migrating the current modules:

Migrating your current modules is also important. And for this, you need to have a clear understanding of the inter-modular interaction of your current ERP software system. Also, you must have a profound knowledge of the data transmission process for this. Migrating the modules of your current system is important as it is not possible to manage your business leaving back your existing modules, isn’t it? So, make sure to migrate the modules once you are done with the database migration.

Handling the technical glitches:

Lastly, you need to fix all the technical glitches once you are done with the above steps to ensure a flawless and bug-free migration of your ERP system to its newer version.

Hope, these above steps will help you with a systematic and understandable Odoo ERP migration process now. But keeping all these steps and migrating following the same is important to smoothly and efficiently migrate your current ERP system to a better version of it.

Alex Forsyth is an expert Odoo ERP consultant associated with the best Odoo implementation company in Australia, Envertis Software Solutions. In this article, the author has discussed the things you need to consider while migrating your current Odoo system to a newer version of it.