Data migration is not a one-time import. It’s an engineering process: define the target model, clean the data, run rehearsals, and reconcile totals until you can trust the numbers.
Butuh bantuan migrasi data Odoo ERP CRM (mapping, trial run, rekonsiliasi, cutover)? Lihat layanan Odoo ERP CRM atau ajukan konsultasi.
Core principles
- Master data first: naming, codes, categories, UoM, taxes, and ownership.
- Rehearsal beats heroics: run multiple trial migrations with reconciliation.
- Numbers must tie out: inventory valuation, aging, and GL opening balances.
What to migrate (typical)
Master data
- •Customers
- •Vendors
- •Products
- •UoM
- •Price lists
- •Chart of accounts
Open transactions
- •Open invoices
- •Bills
- •Receivables/payables
- •Open POs/SOs
- •Pending deliveries
Stock & valuation
- •On-hand qty
- •Locations
- •Lots/serials (if used)
- •Inventory valuation basis
Historical data (optional)
- •Past invoices
- •Past sales orders
- •Audit copies
- •BI extracts
Step-by-step playbook
- Define target model: fields, required columns, validation rules, and owners.
- Data cleansing: deduplicate, standardize naming, fix UoM/taxes, normalize codes.
- Mapping: source → target mapping document with examples and edge cases.
- Trial migration #1: import into staging, fix errors, and update rules.
- Trial migration #2 (and #3): repeat until reconciliation is stable.
Validation & controls
- Reconcile AR/AP aging totals against legacy system exports
- Validate stock quantities by location and valuation method
- Spot-check top 20 high-value SKUs and top customers/vendors
- Lock down master data changes during cutover window
Cutover plan (simple version)
- Freeze master data changes (agreed window)
- Export final datasets + run final import
- Run reconciliation and sign-off
- Switch integrations and operational teams to Odoo
- Hypercare: daily triage + quick fixes for 2–4 weeks
Langkah berikutnya
Mulai dari master data + trial run. Targetnya bukan “import sukses”, tapi angka yang konsisten (stock, AR/AP aging, opening balance).
ERP & CRM (Odoo)
Sedang merencanakan proyek Odoo?
Ceritakan sistem dan deadline Anda. Kami akan usulkan scope dan langkah berikutnya.