- Our Work
- Manufacturing
Moving years of service history from Salesforce into Odoo
Migration tooling for cases, email and files, then the clean-up that makes migrated data usable: original dates and machine ownership.
The problem
The company was leaving Salesforce for Odoo. Its Service Cloud history, engineering documents and the record of which customer owned which installed machine all had to arrive intact.
A straight import loses things quietly: every record takes the import date as its creation date, and relationships that lived in Salesforce have nowhere to land.
The approach
I wrote export and upload tools against the Salesforce and Odoo APIs, with logs for every run. For anything that wrote to production I worked dry-run first, kept a backup, and built the restore before the write.
What I built
- Export scripts for cases, email messages, comments and files, with a verification pass against Odoo
- A file uploader that attaches Salesforce files to the matching Odoo products, engineering changes and opportunities
- Generated SQL that restores original creation and close dates, matched through import IDs
- A tiered matching process to backfill the end customer on serialized machines: by site ID, then name and address, with weak matches sent to human review
Outcome
- More than 127,000 cases and 460,000 emails moved into Odoo in a single run.
- Original dates restored on about 25,000 records.
Next step
Tell me what is stuck.
A first conversation is 30 minutes with the person who would do the work. You will leave knowing whether I am the right fit and roughly what it would take.