Migrate from Odoo

The Odoo migration brings your Odoo CRM into Metaventus. It reads your database without ever changing, sending or deleting anything: your Odoo keeps working normally.

Before you start

Odoo's external API is only available on the Odoo Custom plan or on a self-hosted instance (including Odoo.sh): the One App Free and Standard plans don't allow it. Since Odoo 19, an API key lasts 3 months at most.

Create an Odoo API key

1. In Odoo, click your avatar, then My Profile (or Preferences).
2. In the Account Security tab, click New API Key, confirm your password, give it a name (for example "Metaventus") and a duration that covers the migration.
3. Copy the key: Odoo only shows it once.

Connect Odoo

1. In Metaventus, open Migration and choose Odoo.
2. Fill in:
   • the address of your Odoo (for example https://mycompany.odoo.com);
   • your login (often your email), required before Odoo 19;
   • the database, only if your server hosts several;
   • the API key.
3. Click Validate key: Metaventus checks the connection before saving it, encrypted. Then click Analyze my account.

Data carried over

Odoo data	In Metaventus
Contacts (individuals), with their email blacklist	Contacts
Companies and their contacts	Companies, with their contacts linked
Contact tags	Lists, with their members
CRM stages and opportunities	An “Odoo” pipeline with your stages; lost opportunities in the “Perdu” stage, with their reason
Scheduled activities	Tasks, with their type, due date and owner
Internal chatter notes	Notes, with their author
Products (if the Sales or Inventory app is installed)	Catalogue, with their price and currency
Custom fields (x_, Studio) on contacts and companies	Custom properties

Invoice and delivery addresses are not carried over as contacts, nor is your own company's record.

Not carried over: automated actions, messages exchanged with your customers, accounting and inventory.

After the migration

Keep Odoo while you check the report, then delete the API key in My Profile › Account Security.