Integral migration to Odoo

Changing software packages is never straightforward. To ensure all end users are on board, it is best to focus on highlighting the benefits of the new way of working while minimising any disruption. This was precisely the approach taken by an accountancy firm before rolling out Odoo as the new accounting package for all its clients. Numerix was commissioned to streamline the transfer of all files to Odoo in order to ease the transition for the accountants.

The connection between the old software and Odoo had to meet several requirements:

• the full history of each file had to be transferred,

• all settings such as general ledger accounts, customers, suppliers, deductions, and assets had to be preserved,

• the transfer also had to work within a current financial year to support planning, and

• all manual intervention during file transfer needed to be eliminated to ensure a scalable and rapid process.

Approach

Numerix developed a module that meets all these requirements. With this application, it is possible to create a perfect copy in Odoo based on any existing accounting package. Clients have found that the transition to Odoo is quicker than anticipated, thanks to the minimal manual work required per file transfer. Furthermore, file managers can continue their work without any loss of history or settings. By relieving the accountancy firm of the data migration process, attention can be focused on the key advantages of switching to the new system.

[Exact Online -> Odoo balance sheet comparison]

Numerix also offers this module to other accounting firms and companies who are planning to migrate to Odoo. Take a quick look at our Odoo Accountancy migration page to make your accounting conversion as easy and accurate as possible.