Odoo Helpdesk — Migration Reference – Relokia

Odoo Helpdesk — Migration Support Overview

Role in migrations

Staff (HD): supported as both (source and target).
Company (HD): supported as both (source and target).
Contact (HD): supported as both (source and target).
Ticket (HD): supported as both (source and target).
Category (KB): supported as both (source and target).
Folder (KB): supported as both (source and target).
Article (KB): supported as both (source and target).

Field-level support migrating FROM Odoo Helpdesk (Ticket)

Field	Supported
Requester	Yes
Company	Yes
Assignee	Yes
Group	Yes
Attachments	Yes
Comments	Yes
Tags	Yes
Custom fields	Yes
CC	Yes
First Response Time	No
Created date	Yes
Updated date	Yes
Closed date	Yes

Field-level support migrating TO Odoo Helpdesk (Ticket)

Field	Supported
Requester	Yes
Company	No
Assignee	Yes
Group	Yes
Attachments	Yes
Comments	Yes
Comment Created date	Yes
Comment Author	Yes
Tags	Yes
Custom fields	Yes
CC	Yes
First Response Time	No
Created date	No
Updated date	No
Closed date	Yes

Field-level support migrating FROM Odoo Helpdesk (Company)

Field	Supported
Domains	Yes
Tags	No
Custom fields	Yes
Notes	No

Field-level support migrating TO Odoo Helpdesk (Company)

Field	Supported
Domains	No
Tags	No
Custom fields	No
Notes	No

Field-level support migrating FROM Odoo Helpdesk (Contact)

Field	Supported
Tags	No
Custom fields	Yes
Phone	Yes
Notes	No

Field-level support migrating TO Odoo Helpdesk (Contact)

Field	Supported
Tags	No
Custom fields	No
Phone	Yes
Notes	No

Field-level support migrating FROM Odoo Helpdesk (Article)

Field	Supported
Inline images	Yes
Attachments	Yes
Tags	No
Support multilevel Folder structure	No

Field-level support migrating TO Odoo Helpdesk (Article)

Field	Supported
Inline images	Yes
Attachments	Yes
Tags	No
Support multilevel Folder structure	No

Migration options available for Odoo Helpdesk

Update cross-links between articles - applies to: both (Article)
Migrate the newest records first - applies to: source (Ticket)
Select records for Demo - applies to: source (Ticket), source (Article)
Skip ticket attachments - applies to: source (Ticket)
Add a new tag to tickets - applies to: target (Ticket)

Odoo Helpdesk — Setup & How-To Guide

For more information: https://help-desk-migration.com/help/odoo-helpdesk-migration-guides/

How to Disable Notifications Before Migrating to Odoo Helpdesk

To prevent unnecessary alerts during migration, follow these steps to disable notifications in Odoo Helpdesk.

Disable Agent Notifications

From the main page, go to Settings.
Navigate to Users & Companies.
Open the user's page.
Under the Preferences tab, set Notification to Handle in Odoo.

Be sure to turn off Notifications by switching Handle in Odoo for each user.

Disable Contact Notifications

Go to Technical > Email Templates.
Find all templates related to Helpdesk Ticket and User. Delete them to stop automated messages.

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Odoo Helpdesk — Migration Reference