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Data migration and readiness · 14 min · method + 19–20Data readiness: templates, cleansing and ownership
Who owns data quality, which templates to give, cleansing rules and the migration plan.
In this lesson
- Ownership and inventory
- Templates and cleansing rules
- Mock loads and history decisions
Key points
- Client owns source data accuracy; consultant owns templates, rules and checks
- Data inventory: object, source, owner, volume, decision
- Templates with formats, mandatory fields, references; cleanse duplicates
- Mock load → validate → final load; migrate open items, not all history
Real-world example
A distributor's first mock load had 4,100 customers, 900 of them duplicates spelled differently. The data-quality log assigned cleansing to the sales admin team with a deadline; the second mock had 3,150 clean customers with unique codes, and the go-live load ran in minutes.
Questions and answers
Where do you get Odoo's import template for an object?
From its list view: Import records → download template (where available).
What's a mock migration?
A trial load into a test database to find errors before go-live.