What is the Procedure for a Successful Odoo 16 Upgrade?

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What is the Procedure for a Successful Odoo 16 Upgrade?

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Are you ready for the Odoo 16 upgrade? Or, are you still considering whether or not you should upgrade from your existing Odoo version?

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If you use Odoo version 13 or anything early, it is about time to upgrade to the latest version because Odoo ERP extends support for only its latest three versions.

So, unless you want to use outdated software with no help, you must upgrade to Odoo version 16.

However, if you are using a relatively newer Odoo 16 version, you might consider id upgrading to the latest version is actually a good decision.

So, let’s first look at the reasons why you must consider this upgrade.

Why Should You Upgrade to Odoo 16?

  • By upgrading to the latest version, you will be able to get fixes for existing errors and bugs on your current setup.
  • Almost every module in Odoo has been optimized with a better user interface and user experience. Meaning, it is now much easier to use and work with the Odoo interface.
  • There have been many additions to Odoo 16 new features, such as – new bank reconciliation, credit limit alert, auto-complete option for old bills, creating new email templates from old ones, changing global attributes for the mailing list at once, 24-hour stat mail reporting, sorting option for sent and schedules emails, and so on.

These reasons should help you with the decision if upgrading to Odoo 16 is best for you or not.

Step-by-Step Procedure for Odoo 16 Migration

Plan for the upgrade

If you have decided to migrate to Odoo 16, you must begin this journey with planning. Ask yourself things like – How much data do you have to migrate? How will you structure it after migration? Does the new update have exclusive features that can benefit your business processes?

If yes, which modules would you need to add and which exclusive features would you need? Will you choose the community edition or the Enterprise edition?

You will have to strategize your Odoo 16 development process at the beginning for smooth transitioning. Besides this, you also need to consider the budget for migration.

Create a backup

Your business probably deals with a lot of data – some useful, some redundant, some unwanted, some sensitive, and so on. And this data could be at risk if the migration process doesn’t come through as it should.

Consequently, you must have created a backup of your crucial data that needs to be migrated to Odoo 16 successfully. Any important client information, sensitive files, media files, and everything has to be backed up.

However, before you create a backup, make sure that you are saving only the necessary data that you need after migration. Any unnecessary or redundant data has to be removed beforehand so you can save more time while creating a backup. It would be a waste to create a backup for something you don’t need.

Analyze customizations

Have you customized anything in your current Odoo version? If you did, you have many considerations to do. Will you keep those customizations in place with the new Odoo 16 version?

More than that, you have to think ‘will these customizations work effectively with your new Odoo 16 version at all?’ Or, the features have been added as default in the new version?

In case they aren’t provided by default, you will have to customize the code after the migration process has been completed successfully.

Compare database schema

Next, you will have to compare your existing database schema with that of the new Odoo version. In case you have made any alterations to the schema, you will need to change it to match the database schema of the new Odoo version.

Manual database intervention

Have you made any alterations to your existing Odoo 16 database? If you have changed anything manually, you will need to keep track of those changes. And after you have migrated to Odoo 16, you will need to alter the database again accordingly.

Use test environment

Now, it is always recommended to proceed with the migration in a test environment. It is helpful in case any faults or issues occur as it won’t impact your business hours. There won’t be much downtime and your productivity won’t be hampered.

In addition, you won’t mess up your existing business setup and implement Odoo 16 seamlessly after testing all the apps and plugins. For this, you can either use a sandbox or create a testing environment for testing that all apps, data, and modules have migrated successfully.

After you check that everything is migrated appropriately, you can follow up with the post-migration steps like customization, service level agreement, etc.

Migrating to Odoo 16 flawlessly can be quite tricky to achieve. So, hiring professional Odoo developers is much needed if you want to do it right. They are well aware of all the nuances of Odoo ERP and migration and will be able to assist you.

Summary: If you are willing to upgrade to the latest Odoo 16 version, you have to plan, test, and then migrate. This step-by-step procedure of Odoo 16 migration should help you upgrade to the latest version and utilize its newest features.

Author Bio: Maulik Shah is the CEO of BiztechCS, a development company. He often takes the front seat in the company’s development projects, because he enjoys solving problems through technology. When it comes to writing for any blog, his contribution is priceless. Maulik ensures that his interaction with development is frequent enough, and his industry knowledge ever evolving, that he can share it. Despite his packed days, Maulik’s door is always open and he is generous with sharing this knowledge and experience.

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