Migration
Move your CRM and records into Odoo without losing history
We move companies, contacts, deals, leads, products, notes, tasks and meetings into Odoo. Your team keeps working in the old system until the switch day.
- HubSpot, Salesforce, Pipedrive
- Attio, Affinity, spreadsheets
- Odoo Online or Odoo.sh
What goes where
Pick the system you use today.
| In HubSpot | In Odoo |
|---|---|
| Companies | Contacts, as companies |
| Contacts | Contacts, linked to their company |
| Deals | CRM opportunities |
| Leads | CRM leads |
| Products | Sales products |
| Notes | Notes in the record's chatter |
| Tasks | Activities; done tasks as chatter entries |
| Meetings | Calendar events |
| Owners | Odoo users |
| In Salesforce | In Odoo |
|---|---|
| Accounts | Contacts, as companies |
| Contacts | Contacts, linked to their company |
| Opportunities | CRM opportunities |
| Leads | CRM leads |
| Products | Sales products |
| Notes | Notes in the record's chatter |
| Tasks | Activities; done tasks as chatter entries |
| Events | Calendar events |
| Owners | Odoo users |
| In Pipedrive | In Odoo |
|---|---|
| Organizations | Contacts, as companies |
| Persons | Contacts, linked to their company |
| Deals | CRM opportunities |
| Leads | CRM leads |
| Products | Sales products |
| Notes | Notes in the record's chatter |
| Tasks | Activities; done tasks as chatter entries |
| Meetings | Calendar events |
| Owners | Odoo users |
We agree the mapping on the call.
We agree the mapping on the call.
You choose which column goes where.
How we keep your data safe
Each record keeps its source ID
Odoo stores the ID from the old system on every record we create.
Re-runs don't make copies
If we run the migration again, existing records update.
The old system stays as it is
We only read from it. Nothing there changes or disappears.
Your team keeps working
Until the switch day the team works in the old system. Then we move what changed.
Two ways to move into Odoo
If only your CRM has to move, you can do it yourself on Shuttio.
We do it for you
From $3,000 per project
- All your data, not only the CRM
- Modules set up, team trained
- A runbook your team keeps
- Automations and integrations
You do it yourself
- CRM data: companies, contacts, deals, leads, products, notes, tasks, meetings
- From HubSpot, Salesforce, Pipedrive or CSV
- Run it again safely: records update, no copies appear