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Our Salesforce to Odoo migration services
End-to-end Salesforce to Odoo migration. No deal or workflow left behind.
CRM Data Migration
Leads, contacts, accounts, opportunities, quotes, call logs, and full activity history moved safely with nothing lost.
Module & Pipeline Setup
Odoo CRM, Sales, Invoicing, Inventory, and Helpdesk set up to match your daily sales stages and team permissions.
Custom Rules & Automations
We rebuild your custom fields, approval workflows, auto-assigned tasks, and triggers into fast, native Odoo actions.
App & Service Connections
Email accounts, phone systems, marketing channels, and payment providers stay connected to your CRM.
Sales & Revenue Dashboards
Track sales, deal conversion rates, and revenue forecasts with easy-to-read Odoo reports and charts.
Zero-Downtime Launch & Support
Switch over with zero interruption to your sales team, plus hands-on user training and 30 days of included post-launch support.
Schema & Object Mapping
Precise data mapping from Salesforce Objects to Odoo Models.
We carefully extract, clean, match, and verify your Leads, Accounts, Opportunities, Quotes, and Activity Histories before loading them into Odoo.
Salesforce CRM Schema
Odoo ERP ModelRelational data reconciliation
Accounts, opportunities, activity history, and custom lookup relationships are audited row-by-row before go-live.
Audited post-launch support
Pipeline stage verification, webhook checks, and daily activity monitoring for 30 days after launch to ensure team adoption.
Odoo Multi-Website & Multi-CompanySalesforce to Odoo data migration
What data moves from Salesforce to Odoo?
Every record from your Salesforce org moves to Odoo with full detail and relationships intact. Your team can pick up their daily sales pipeline without missing a beat.
OpportunitiesDeals, pipeline stages, close dates, probability
Quotes & OrdersQuotations, pricing line items, discount tiers, orders
Call & email logsMeetings, call logs, sent emails, tasks, notes
Custom objectsPicklists, custom fields, relational lookups
Support casesService cases, resolution notes, priority tags
Invoices & billsBilling schedules, payment records, terms
Price booksStandard & custom price books, SKUs, cost rules
Files & ChatterProposals, contracts, documents, Chatter history
Our migration process
How to migrate Salesforce to Odoo in 6 steps — with zero downtime.
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1
Free CRM review
2–3 daysWe review your leads, accounts, custom fields and workflows. You get a written plan with a fixed price.
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2
Data migration
1–2 weeksLeads, contacts, accounts and deals move to a private Odoo test system while Salesforce keeps running.
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3
Pipelines & stages
1–3 weeksSales pipelines, stages and team permissions are set up in Odoo and reviewed with your team.
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4
Apps & automations
1–2 weeksCustom fields, triggers and automations are rebuilt in Odoo. Email, calling and payments are connected.
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5
Testing & validation
1 weekWe check records, custom fields and stage flows. Sales reps test daily workflows and approve the setup.
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6
Go live & support
Launch dayChoose your launch date. Salesforce stays active until launch, with support available for 30 days after.
Migration Checklist
Salesforce to Odoo migration checklist
The complete step-by-step checklist our team follows to guarantee zero data loss, zero downtime, and complete CRM data integrity.
Before migration
Planning & Salesforce Audit- Audit custom objects, Apex triggers & flows
- Export & backup full Salesforce CRM data
- Map Salesforce objects to Odoo models
- Review AppExchange integrations
- Map sales pipelines & stages
- Prepare Odoo Enterprise environment
During migration
Data & Asset Transfer- Leads, Accounts & Contacts
- Opportunities, Deals & Pipelines
- Quotes, Price Books & Products
- Call Logs, Email History & Notes
- Support Cases & SLA History
- Custom Fields & Relational Lookups
- Documents, Contracts & Chatter Data
After migration
Validation & Launch- Audit record counts & relational lookups
- Test quote-to-order workflows
- Verify email & calling integrations
- Verify multi-currency & team permissions
- Conduct sales team training
- 30 days of post-launch monitoring
Why choose Webkul
Why choose Webkul as your Salesforce to Odoo migration partner?
Four clear commitments to keep your CRM data protected, your sales operations running, and the migration process predictable from planning to post launch support.
Zero store downtime
Your sales team continues working in Salesforce while Odoo is prepared and tested.
One price, one date
You receive a clear scope, fixed price, and planned launch date in writing.
CRM data protected
Leads, accounts, deals, and notes move safely with full relational integrity.
Post-launch support
Get 30 days of support for workflow checks, data validation, issue resolution, and Odoo team training.
Your CRM data stays secure throughout the migration.
Customer records, sales pipelines, contacts, and order data are handled with controlled access and careful validation at every stage.
Salesforce to Odoo CRM & ERP success stories from Webkul clients.
Enterprises that transitioned complex sales pipelines, custom modules, and ERP operations to Odoo with Webkul. Browse all case studies or read customer testimonials.
“The Webkul team helped me develop an Odoo module in a fraction of the time that Odoo Services was quoting. Turnaround was days, not weeks. I was hesitant at first as all of our communication was via email, but their responsiveness and attention to detail made the project go smoothly. I will definitely be using them again in the future.”
BTCE, Inc.Bryan Johnson, Owner
Salesforce to Odoo migration — Frequently Asked Questions
Ready to migrate Salesforce to Odoo? Let’s talk.
Share your Salesforce org requirements and current modules. Within 2 business days you’ll receive a detailed scope, exact timeline, and a guaranteed fixed price. Zero pressure, pure clarity.
