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Setup Odoo 11: Migrate data from Vtiger & Sage one ( spanish)

€250-750 EUR

Cancelled
Posted over 6 years ago

€250-750 EUR

Paid on delivery
Somos una empresa española. Nuestra empresa ahora esta usando un CRM (Vtiger) el cual recibe formularios de nuestra web (wordpress) y genera automaticamente leads (precontactos). Por otro lado hacemos los presupuestos y las facturas en un aplicación web de facturación ([login to view URL]). La idea es integrarlo todo en Odoo (crm, sales, accounting): Actualmente tengo instalado Odoo 10 en un servidor dedicado con Centos 7, gestionado con Plesk Onyx 17, pero queremos hacer la migración directamente a a versión Odoo 11 Community Edition La migración consistiría 1. Instalar Odoo 11 2. Sustituir el mi web el Formulario web html de Vtiger por el de Odoo a. ya tenemos hecho el html del formulario web en Odoo 10 b. hemos creado 4 campos especificos de mis iniciativas (recrearlos) 3. Migrar Vtiger a Odoo CRM 1. Vtiger exporta a csv y excel (ya los tengo) por lo que practicante solo hay que machear los campos 2. Migrar iniciativas ("precontactos") (20) 3. Migrar contactos (500) 4. Migrar oportunidades (140) 5. Migrar cuentas ("clientes") (25) 6. No se si se me olvida algo mas ¿? 4. Migrar datos Sageone a Odoo 1. Via acceso a la aplicación web de facturación. Esta permite exportar en csv el 90% campos, el resto habria que cargarlos a mano 2. Migrar clientes (300) no migra ni el NIF ni la persona de contacto 3. Migrar presupuestos (64) 4. Migrar facturas (15) 5. Configurar Odoo Queremos asegurar que funcionan los modulos de crm, ventas y contabilidad, como creo que me funcionan ya en Odoo 10, salvo los pdf de los presupuestos y facturas Con esto creo que podria sustituir nuestra plataformas actuales por Odoo. ----------English requirements------------------------------------------------------------------ We are a Spanish company. Our company is now using a CRM (Vtiger) which through a web form embebbed in our website (wordpress) and automatically generates leads (precontacts). In addiction we make quotations and invoices in a billing web application called Sage One ([login to view URL]). The idea is to integrate everything in Odoo (crm, sales, accounting): We currently have Odoo 10 installed on a dedicated server with Centos 7, managed with Plesk Onyx 17, but we want to migrate directly to Odoo 11 Community Edition version The migration would consist of 1. Install Odoo 11 2. Replace the web page with the Vtiger website html form by Odoo 1. I have already done it in Odoo 10 the web form 2. we have created 4 specific fields of my initiatives (recreate them) 3. Migrate Vtiger to Odoo CRM 1. Vtiger exports to csv and excel (I already have them) so the practitioner only has to machear the fields 2. Migrate initiatives ("pre-contact") (20) 3. Migrate contacts (500) 4. Migrate opportunities (140) 5. Migrate accounts ("clients") (25) 6. I do not know if I forget something else? 4. Migrate Sageone data to Odoo 1. Via access to the billing web application. This allows you to export 90% of the fields in csv, the rest would have to be loaded by hand 2. Migrate clients (300) does not migrate neither the NIF nor the contact person 3. Migrate budgets (64) 4. Migrate invoices (15) 5. Configure Odoo We want to ensure that the modules of crm, sales and accounting work, as I think they work for me in Odoo 10, except the pdf of the budgets and invoices With this I think it could replace our current platforms by Odoo.
Project ID: 15991387

About the project

5 proposals
Remote project
Active 6 yrs ago

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5 freelancers are bidding on average €522 EUR for this job
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Migration expert, Spanish Accomplished & Experienced Odoo Consultant with End-to-End Odoo ERP Implementation+Configuration+ Customization+AMC experience
€555 EUR in 10 days
5.0 (1 review)
2.9
2.9
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Hello, My name is Rehaan a certified  lead generation expert,got 6+ years of experience in lead generation. I have designed a tool that makes use of API technologies and i use that to generate leads. I am fully expert in web research, extracting email, data mining, Google, Bing, Yahoo, MS Office,Excel, (Full), CSS Data entry ,web scraping , B2B Marketing, Lead Generation, Directory and other related programs. You can test the quality of my leads and also i provide leads at best price in the market I can provide samples ,if needed Regards Rehaan
€250 EUR in 3 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of SPAIN
Colmenar Viejo, Spain
5.0
26
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Member since Dec 18, 2013

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