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Guía · De Excel a Odoo · Chultún

Migrating is not copying files: it is deciding what you leave behind.

The mistake that ruins a migration is not technical: it is bringing everything. Ten years of products you no longer sell, duplicate customers and balances nobody has reconciled in three years. A new system with old data is the old system with a different screen.

Guía · De Excel a OdooExample
Customersthe active ones, no duplicates
Productsthe ones you sell today
Balancesreconciled before going in
Historyarchived, not migrated
Cross-checkagainst your own files
Go-liveonly when it adds up
The rule that saves a migration: a new system with old data is the old system
Less gets migrated than people thinkAnd more gets cleaned than people want

Sound familiar?

It happens in almost every business.

You have the same customer written three different ways.

Nobody knows which of those products are still current.

Customer balances do not add up and have been carried over for years.

What you get

What gets done.

What always gets migrated

Active customers and suppliers, products you actually sell, outstanding balances and the current year.

What is almost never worth it

The complete ten-year history. It gets archived, not migrated: it takes space, confuses people and nobody looks at it.

What costs most and matters most

Opening balances. If they go in wrong, the new system is born lying and nobody trusts it again.

The cleanup to do first

Duplicates, inconsistent names and dead products. Done once, in the file, before loading.

And the cross-check, which is not skipped

What was loaded is compared against your files before going live. It is the step people skip and the one that prevents disaster.

How we work with you

Three steps, no surprises.

  1. 01

    We decide what comes

    With your files in front of us, marking what is alive and what is dead.

  2. 02

    We clean and load

    Duplicates out, names standardized, and loading in blocks.

  3. 03

    We cross-check and go live

    We compare against your files, correct, and only then open up.

How many of your customers are written down more than once?Migrating is the chance to fix that, or to inherit it.

I want a proposal

Frequently asked questions

What people ask us before we start.

Do I lose my history?

No: it is kept and archived. What is not done is putting it into the new system to get in the way every day.

Who cleans the data?

We propose it and you decide what stays. Nobody knows your customers better than you.

How long does it take?

It depends almost entirely on the state of your files, not on the system. That is why the assessment looks at the data first.

Can I keep using Excel for some things?

Yes, and sometimes it is sensible. What cannot happen is the same figure living in both places at once.

Tell us what you have today.

We'll tell you what makes sense and send you a tailored proposal. No commitment.