Odoo → Winly
Switch from Odoo CRM to Winly.
Export contacts and opportunities from Odoo and upload the file to Winly. Accounting can stay in Odoo while sales run in Winly.
Three steps
Export from Odoo
CRM › Opportunities › Action › Export.
Upload
Winly › Settings › Import › File.
Map fields
Winly suggests field mappings itself.
What comes over
- Opportunities and stages
- Contacts and companies
- Salespeople
- Tags
Be among the first
Winly opens in stages. Leave your details and we will write when it is your team's turn.