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Case study · Technology & SaaS

A Dedicated Odoo Team for ERP Happy: Odoo 17 → 18 Migrations and SaaS Integrations

Heliconia developers working as an extension of another Odoo partner’s engineering department: multiple client migrations from Odoo 17 to 18 Enterprise, custom module upgrades, Odoo.sh operations, and Monday.com, Calendly and Zapier integrations.

  • Odoo 18 Enterprise
  • Dedicated team + migration + integration
  • 12+ months, ongoing
ERP Happy: A dedicated Odoo team for an implementation partner: Odoo 17 → 18 migrations, Odoo.sh and SaaS integrations
Platform
Odoo 18 Enterprise
Industry
Technology & SaaS
Duration
12+ months, ongoing
Engagement
Dedicated team + migration + integration

Project at a glance

Heliconia developers working as an extension of another Odoo partner’s engineering department: multiple client migrations from Odoo 17 to 18 Enterprise, custom module upgrades, Odoo.sh operations, and Monday.com, Calendly and Zapier integrations.

Client
ERP Happy
Industry
Technology & SaaS
Platform
Odoo 18 Enterprise
Duration
12+ months, ongoing
Services
Odoo Migration, Odoo Integration, Odoo Support, Odoo Development, Odoo Consulting

The challenge

ERP Happy, an Odoo implementation partner, needed experienced Odoo engineers for its own projects and several client implementations at once: new features, maintenance of existing Enterprise systems, migrating customer environments from Odoo 17 to 18, third-party integrations and technical consulting, without disrupting production systems hosted on Odoo.sh and self-managed servers.

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The solution

A dedicated Heliconia team embedded in ERP Happy’s process: migrated multiple client databases and custom modules from Odoo 17 to 18 Enterprise, developed and upgraded client-specific modules, managed Odoo.sh branches and deployments, built Monday.com sales-order, Calendly event and Zapier automation integrations, enhanced Sales, CRM, Accounting and Project workflows, and provided ongoing R&D and production support.

How we built it

  • Migrated multiple client projects from Odoo 17 Enterprise to Odoo 18 Enterprise.
  • Developed and upgraded custom Odoo modules for client-specific business processes.
  • Worked on Odoo.sh deployment, maintenance, and version management.
  • Implemented third-party integrations including Monday.com and Calendly.
  • Built Zapier automation workflows for data synchronization.
  • Enhanced Sales, CRM, Accounting, and Project Management modules.
  • Performed module migration, testing, bug fixing, and production deployments.
  • Conducted R&D for new Odoo features and integration capabilities.
  • Provided technical consultation and continuous support for ERP Happy and its clients.

Integrations

  • Odoo.sh
  • Monday.com
  • Calendly
  • Zapier
  • REST APIs / webhooks

Custom development

Technical details: 10 custom modules
  • Odoo 17 to Odoo 18 Migration Utilities
  • Monday.com Sales Order Integration
  • Zapier Automation Modules
  • Calendly Event Integration
  • Sales Workflow Customization
  • CRM Enhancements
  • Project Workflow Customization
  • Customer-specific Business Modules
  • API Integration Utilities
  • Deployment & Migration Scripts

What changed

  • Multiple customer implementations migrated from Odoo 17 to Odoo 18
  • Custom modules upgraded and deployed on Odoo.sh
  • Manual processes replaced by Monday.com, Calendly and Zapier integrations
  • Faster project delivery for the partner through continuous support

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What made this project different

  • Operated as a dedicated offshore development team for an Odoo implementation partner.
  • Extensive experience delivering solutions across multiple industries and customer projects.
  • Expertise in Odoo.sh deployment and version migration.
  • Strong focus on reusable custom modules and integration frameworks.
  • End-to-end ownership from development and migration to deployment and post-production support.
  • Proven experience integrating Odoo with modern SaaS platforms using APIs and automation tools.

Technology

  • Odoo 18 Enterprise
  • Odoo.sh
  • Python
  • PostgreSQL

Team

The expertise on the project, not personal profiles.

  • Odoo Solution Architect
  • Senior Odoo Developers
  • Functional Consultant
  • QA Engineer
  • Project Manager

Questions

What did Heliconia build for ERP Happy?

Heliconia developers working as an extension of another Odoo partner’s engineering department: multiple client migrations from Odoo 17 to 18 Enterprise, custom module upgrades, Odoo.sh operations, and Monday.com, Calendly and Zapier integrations.

Which Odoo version and edition does ERP Happy use?

Odoo 18 Enterprise, the Enterprise edition, version 18.

Which systems were integrated for ERP Happy?

Odoo.sh, Monday.com, Calendly, Zapier, REST APIs / webhooks.

What technologies were used on the ERP Happy project?

Odoo 18 Enterprise, Odoo.sh, Python, PostgreSQL.

How long did the ERP Happy engagement last?

12+ months, ongoing.

Who worked on the ERP Happy project?

A team of: odoo solution architect, senior odoo developers, functional consultant, qa engineer, project manager.

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