What steps can businesses take to move to Odoo 20 without losing their vital data?

Migration is a delicate task and it is important to work with the right Odoo partner to ensure no data is lost in the process. Ideally, work with a certified partner such as Navabrind IT Solutions. 

The high level steps your business can take to ensure no data is lost while upgrading to Odoo 20 are

• Back up your production database and upgrade in a test or staging environment. 
• Check the custom modules, data, workflows, reports, and integrations that are being migrated thoroughly. 
• Test custom modules against the upgraded database to ensure that data remains consistent. 

Only after reconciliation and user acceptance testing should the upgrade to the production environment be planned, including the use of a controlled cutover and an additional backup.

Learn about What is the duration of an Odoo 20 migration or upgrade