Odoo Migration Checklist (2026): 47 Things to Verify Before Go-Live

Most Odoo go-lives fail not because Odoo broke, but because something was missed in migration prep. This is the exact 47-point checklist we run on every client before flipping the switch. Bookmark it, share it with your partner, and don’t go live until 100% is green.

Pre-migration phase (T minus 30 days)

1. Document current process (every screen, every report, every workflow)
2. Identify decision-makers and final approvers (RACI on a single page)
3. Snapshot existing data: counts of contacts, products, orders, invoices, journal entries
4. Clean source data: dedupe contacts, fix master data, archive dead records
5. Decide on Community vs Enterprise (decision guide)
6. Provision Odoo instance (Odoo.sh or self-hosted on AWS/DO/Hetzner)
7. Set up daily automated backups - test the restore process before continuing
8. Lock current system in read-only mode 24 hours before migration

Data integrity checks (run these before AND after import)

9. Contact count matches source ±0 records
10. Customer-supplier flags correctly mapped
11. Currency on every contact / invoice matches source
12. Product SKUs unique and match source
13. Product UoM (units of measure) correct - common bug source
14. Product cost AND sale price both imported
15. Tax rates on products match jurisdiction (especially GST for India)
16. Opening account balances tie back to source trial balance to the rupee
17. Open invoices (unpaid) match source aging report
18. Open purchase orders match source
19. Stock-on-hand by warehouse matches physical inventory
20. Chart of accounts mapped 1:1 from source
21. Bank account balances reconciled

Configuration validation

22. Company name, legal name, GST number, PAN visible on invoices
23. Fiscal year correctly set (April-March for India)
24. Currency rounding rules confirmed
25. Sales team(s) configured with the right reps
26. Pipeline stages match agreed workflow
27. Email templates customised with brand
28. Automation rules (lead assignment, follow-up reminders) tested with a sample lead
29. Payment terms list correct (Net 30, Net 45, etc.)

Users & permissions

30. Every active user has correct access group (Sales User, Sales Manager, Admin, etc.)
31. Ex-employees deactivated, not deleted (preserves audit trail)
32. Password reset email tested for each user
33. Two-factor authentication enabled for admins
34. Record rules tested: a sales rep cannot see another rep’s pipeline
35. Email delivery tested - sales emails actually leave the Odoo outbox

UX & print templates

36. Quote PDF: brand logo, footer, terms, payment instructions
37. Invoice PDF: GST-compliant fields, IRN/QR code if e-invoicing enabled
38. Delivery slip PDF correct
39. Email signature with banking details
40. Login screen branded
41. WhatsApp / SMS templates (if integrated) approved by templates moderator

Go-live day

42. Run one full end-to-end test transaction (lead → quote → order → invoice → payment)
43. Communicate cutover time to entire team (preferably a Monday morning)
44. Have rollback plan and last-known-good backup ready
45. Dedicated Slack / WhatsApp channel for go-live issues

Post-go-live (first 7 days)

46. Daily 30-min standup for first 5 days to triage issues fast
47. Run reconciliation at Day 7: data created in Odoo matches expected volume

We’ve shipped this checklist on 18 Odoo go-lives. Zero rollbacks when it’s followed end-to-end. Ask us for the Notion / Google Sheets version. Related reading: 5-phase Odoo implementation playbook, real cost breakdown.