Sage to Odoo Migration

Switching ERPs is often seen as nothing less than a daunting task. Especially when the system you have been using has been a dominant player in the market for decades. Proven track record, years of experience – why in the world would anyone give that up?

Two words: technological era. 

The 2020 pandemic that uprooted the lives of millions across the globe shone light on many aspects of the world. Everyone knew that change was inevitable, but COVID-19 dictated the future of business moving forward.

Everyone has gone digital. Those that haven’t have faded into the background. Competition is fierce, and everyone wants to be on the top. When it comes to companies, how they are managed is key. Ensuring your business processes are working correctly, data is accurate and visible across the board are some of the many factors that contribute to success.

You’re probably thinking, you already have an ERP – you’re good. Allow me to help you reconsider. 

Legacy System vs. Modern System

Legacy systems are company-owned, on-premise computers and servers. These systems usually don’t have on-going support or updates. In fact, most systems of this caliber often have several islands of information to attain the data you need. 

Modern systems are the opposite.

Not only can they operate on-premises and on the cloud, they provide the all-in-one management that can be tailored to fit any business. Moreover, a modern system (or an ERP) can manage and coordinate all the resources, information and function of business from shared datastores. All your business processes are essentially centralized. Typically, legacy systems require you to change your ways to fit the system – whereas modern ERPs fit your needs. 

ERP Migration

Don’t get me wrong. Sage isn’t necessarily a legacy system since it’s been releasing new versions to fit the needs of your business. However, it has many versions that are no longer being supported. This means that at some point, you will have to migrate over to its other supported version. Additionally, some versions that are still supported won’t have their features and functionality developed further to meet the needs of your business. And while that may be okay, since Sage has other options – what happens if this new version, or other options, become obsolete a few years down the line? 

A migration can still impact your day-to-day operations, as well as the productivity of your company. Not to mention the associated costs. So isn’t it worthwhile to migrate to an ERP that is more of a one-stop-shop for all your business needs? Better be early than late, sage to Odoo migration can resolve all your these concerns.

Sage to Odoo Migration

Ultimately, you will have to migrate your data. Whether it’s to another Sage ERP version, or to another ERP altogether. If you choose Odoo ERP, you’re choosing a single platform that allows businesses to select the modules they need and only pay for the users. Odoo ERP can also automate processes, update data in real-time and allows company-wide data to be accessed on a single platform (with the right permissions of course). The possibilities are endless. Furthermore, Odoo’s developers are consistently developing and improving their systems as time progresses. So support, even as the versions improve, is a non-issue. 

Plus, the data migration process from Sage to Odoo ERP is quite simple. It requires an export of company data from your current system onto a CSV file, tweaks and adjustments as needed, and an import into Odoo.

All of Odoo’s applications (i.e. Sales, Purchase, Inventory, CRM, etc.) have required fields and optional fields. All you need to do is export your company data into a CSV file (Sales_Orders.CSV, Purchase_Orders.CSV, Warehouse.CSV, Customers.CSV, etc.), ensuring you have included all the required fields data.

Upon exporting, any necessary adjustments can be done by changing or adding columns with appropriate headings. You can even include any missed data. This is an important step as when you upload the file onto Odoo, the platform can automatically identify what data should be placed in what column. 

It is important to note that each export should contain a different data set. This means that your sales order data should be kept separate from your invoices data, and so forth. Do not bulk them into the same document, otherwise you’ll be faced with issues.

Timeline for the Sage To Odoo Migration

This truly depends on how much you have to migrate over and whether or not you are looking for particular customizations in the process. However, if there are no customizations, optimistically the migration can happen within 1 month. If there are, the migration can last 3-6 months, or up to a year.

If you are doing this on your own and don’t have a big data set to work with then you can get this done fairly quickly. It all depends on your speed to export data, make the necessary adjustments on the CSV files and import it into Odoo.

If you have an Odoo partner helping you, the timeline may remain the same or may change – depending on how quickly you are able to export the CSV files. In this instance, your Odoo partner will request the exported CSV file from you. So you are still in charge of getting the required information. The biggest upside to this is that your Odoo partner will ensure proper importation and be able to tell you the exact fields you will need to provide. Whereas, on your own, you may miss a few fields and be forced to go back and forth if you are not attentive.

Ultimately, once you have exported all your data, put all the CSV files in your desired folder (i.e. Google Drive) and you can send them off to your Odoo partner to upload onto Odoo, or do the import yourself. 

And that is it. It’s as simple as that.

Trained Professionals

Of course, attempting a Sage to Odoo data migration by yourself can be a risky process – no matter how simple it may seem. Especially if you aren’t a trained professional. At Bista Solutions, our expert consultants and developers assess your business, listen to your requirements, gauge pain-points and additional necessities, and then select the appropriate modules to optimize your business processes and help your business achieve its goals.

As Odoo Gold Partners and winners of Odoo Best Partner across North America, we have the tools and experience needed to help your company succeed. Contact us here and let’s migrate you over from a dated software – and into the future of business.