Migrating to Odoo just got a lot easier!

When businesses transition to Odoo from other platforms, one major hurdle is deciding what financial history to bring over. Rebuilding full accounting records can be time-consuming and expensive — and sometimes, it's not even necessary for day-to-day operations.

To make this transition smoother, we've developed a Financial Data Import Tool for Odoo that lets you bring in key financial information from external platforms quickly and easily — for review purposes only.

What Does Our Import Tool Handle?

Our tool can import the most critical data points, such as:

Main Invoice fields	Invoice line item fields
Document Type (Invoices / Credit Memos)   Document Number Customer Purchase Order (PO) Odoo Customer (linked) Bill To Name Ship To Name Grand Total User Created Due Date Shipping Method Warehouse Salesperson Subtotal Freight Sales Tax Other charges Date Created And more...	Product Type Product Code Product SKU Product Category Description Quantity Ordered Quantity Shipped Unit of Measure Price Origin Unit Price Discount Percentage Discount Amount Net Price Sales Total Unit Cost Total Cost Total Profit And more..

Why Import History Invoices for Review?

• Quick Access: View past customer transactions without full accounting complexity.
• Reference: Easily look up previous sales & credits. 
• Historical Context: Maintain visibility on customer behavior, buying patterns or shipping histories.
• Compliance: Keep records handy for audits without reprocessing old accounts.
  
  

Flexible and Customizable

Whether you're coming from QuickBooks, NetSuite, SAP, or a custom system, our tool is designed to adapt to your export files and easily map the information into Odoo.

It’s important to note that invoices can be uploaded even if the corresponding customers or products are not pr​​esent in Odoo.

Want to know more about the options? ​Contact us