Data inventory
What exists, where, in what format, and who validates it.
Tech Jungle · Peru
Odoo migration in Peru without losing traceability
Migrate to Odoo in Peru with structured data preparation, configuration, validation and go-live support designed to reduce operational disruption.
What gets migrated, and what does not
Migrating everything is the most expensive decision and the one that delays projects most. The useful question is which information you need to operate in the new system, and which you only need to consult.
- Always: customers, suppliers, products, price lists, accounting balances, receivables, payables, valued inventory.
- Case by case: current-year documents, open orders, fixed assets, price history.
- Rarely: closed documents from previous years, usually left accessible in the source system or a consultable backup.
The route of a migration
01
Source systemData inventory: master records, balances, documents and attachments.
02
CleansingDuplicates, inconsistent codes and records without an owner.
03
Test loadStaging environment with real data and real volume.
04
ReconciliationAccounting balances, valued inventory, receivables and payables.
05
Cut-overAgreed date, final load and shutdown of the previous system.
Conceptual representation. The scope of each step depends on the configuration and the source systems.
Six steps, each with a signed reconciliation
Cleansing
Duplicates, inconsistent codes, units of measure and unsupported balances, resolved before loading.
Templates
We define the load format per entity; the company validates content, since it knows its own data.
Test load
A test environment with real data, to see how the operation behaves before cut-over.
Reconciliation
Accounting and inventory reconciled against the source system, document by document where needed.
Cut-over
A defined date, treatment of pending documents, and a final load validated the same day.
Version upgrades
When a company already runs Odoo, the difficulty is not the data but the code: custom or third-party modules that do not exist in the target version, or that changed behaviour. The pre-upgrade review separates what can be replaced by standard functionality, what must be rewritten, and what should be dropped because nobody uses it. Every custom module carried forward is permanent maintenance.
FAQ
Migrating to Odoo: common questions
Can we migrate mid-year?
Yes, and it is the most common scenario. Balances are migrated as at the cut-off date, with current-period documents handled as agreed. What matters is that the accounting reconciliation at that date is approved.
How long does a migration take?
It depends on data condition more than volume. A clean base migrates in days; one with duplicated masters and unvalued inventory can require weeks of cleansing first.
What if we find errors after cut-over?
That is what the test load and signed reconciliations are for. A stabilisation period with reinforced support is still defined to correct whatever real operation surfaces.
Is history preserved for audit?
Yes: the source system is kept in read-only mode or as a consultable backup, following the criteria of the accounting advisor.
Start with the real condition of your data
A short review shows what can be migrated, what needs cleansing and what to leave behind.