Freshdesk to Odoo
Migrate your Freshdesk online data to Odoo incrementally. Automatically avoid creating duplicate data and track every change with detailed reports.
"Using STML, we migrated Freshdesk to Odoo. It provided us an opportunity to further consolidate our application landscape in Odoo. STML facilitated smart choices on what data to import in to Odoo and where to keep Odoo in the lead."
Details
- Customization required: No
- Deployments: Odoo Online, Odoo.sh, on-premise, OCA
- Modules: Contacts, CRM, Sales, Project
Customers
Automatically match companies and contacts by name and/or e-mail address to avoid creating duplicates in Odoo. Supplement existing data without overwriting existing data. Gracefully deal with existing duplicates without having to worry about cleaning up data in Odoo.
Opportunities
Import complete opportunity records including sales phase, assigned owner, and all relevant details to ensure seamless client follow-up within Odoo's CRM workflow.
Call Logs
Preserve your complete call history with dates, contacts, and notes by importing directly into Odoo's chatter system.
Projects
Import employee tasks into Odoo's Project module with complete details including project phases, deadlines, and task specifications for project management continuity.