Upgrading or migrating your Odoo system can be one of the most challenging yet rewarding projects for a business. Done right, migration brings new features, better integrations, and stronger compliance. Done wrong, it leads to downtime, data loss, and frustrated teams.
This step-by-step checklist will help Australian SMEs prepare for a smooth and safe Odoo migration.
Pre-Migration Planning
- Define project scope and objectives
- Select the right Odoo version (19 or higher)
- Engage a certified Odoo partner in Australia
- Allocate timeline and budget realistically
Data Preparation
- Audit your current database
- Clean outdated records (contacts, products, invoices)
- Standardise data formats
- Backup everything before migration
Module & Customisation Review
- List all current Odoo modules in use
- Identify third-party and custom apps
- Test compatibility with Odoo 19
- Plan for alternatives where apps are deprecated
Integration Testing
- Validate connectors with Xero, Neto, PinPayments
- Check API authentication and sync performance
- Run sandbox tests before going live
User Training & Change Management
- Involve users early in testing
- Provide role-based training (accounting, inventory, sales)
- Communicate benefits clearly to reduce resistance
Go-Live Checklist
- Finalise migration on a staging server
- Test business-critical processes: invoicing, stock updates, sales orders
- Deploy during off-peak hours
- Keep rollback plan ready
Common Mistakes to Avoid
- Skipping proper backups
- Ignoring customisation compatibility
- Rushing testing phase
- Underestimating user training
- Choosing a partner without certification
Internal & External Links
- Landing: Odoo Upgrade Services
- Related Blogs:
- External Authority: Odoo Migration Guide
FAQ
Q: How long does an Odoo migration take?
- Typically 2–6 weeks depending on database size and customisations.
Q: Can I migrate directly from Odoo 17 to 19?
- Yes, but it requires module and integration compatibility checks.
Q: What’s the biggest mistake during migration?
- Not testing on a staging server before going live.
Get Started Today!
Ready to unlock the full potential of Odoo?
At MoonSun, we offer a Free 2-Hour Consultation with a Certified Management Consultant (CMC) and Odoo Functional Certified Expert.
Here’s what you get in your session:
✅ A tailored business analysis for your company.
✅ Risk assessment of your current Odoo setup.
✅ A clear roadmap for upgrades, integrations, or optimisation.
Don’t leave your digital transformation to chance—partner with experts who understand Australian SMEs.
