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Odoo Accounting Data Migration Guides

How to find my database name in Odoo Accounting?

When migrating data from or to Odoo Accounting, you’ll need following details:

  • URL
  • Database name
  • Email
  • Password

You create your Database name as soon as you set up your account in Odoo Accounting.

To find your Database name follow these steps:

1. Go to Odoo Accounting and open your account.
2. Click on the icon in the top right corner of your screen and select My Databases.

Odoo Account

3. Select the Database you want to use for your data migration.

To find your subdomain:

1. When you create a new account in Odoo Accounting, enter your Company Name.

Odoo Company Name

2. Under your Company Name, you can find your subdomain.

Odoo Subdomain

Note: Enter your subdomain in the Database name field during your accounting data migration setup.

If you need further assistance, contact our support team for help.


How to migrate Purchases, Expenses, and Orders from or to Odoo Accounting?

You can migrate numerous data types from or to Odoo, including:

  • Customers
  • Vendors
  • Accounts
  • Invoices
  • Credit Notes
  • Bills
  • Products
  • Vendor Credits
  • Transactions

To migrate such data as Purchases, Expenses, and Orders, you need to install specific modules on your Odoo account.

Follow this simple instruction to install the modules in Odoo:

1. Sign in your Odoo account.
2. Open the Home menu in the left corner.

Migrate From or To Odoo Home Menu

3. Go to Apps.

Migrate From or To Odoo Apps

4. Find and install the module for Purchases under the Inventory category.

Migrate From or To Odoo Purchases

After clicking INSTALL, click on CONFIRM in the pop-up window.

Migrate From or To Odoo Install

5. Repeat the process for Expenses and Orders.

For Expenses, go to the Human Resources category.

Expenses

For Orders, locate to find Expenses and the Sales category module for Orders.

Orders

6. Return to the Target step in the Migration Wizard.

7. Proceed to the Select Object step where you will see Purchases, Expenses, and Orders.

Odoo Accounting data import

By following these steps, you'll be able to handle the migration of Purchases, Expenses, and Orders efficiently.

Looking for more details on data migration?

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