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Odoo upgrade checklist

What to actually check, before, during, and after

A working checklist, not a generic list — the kind of thing worth having open in a tab while you're actually planning the project.

The short answer

Before an Odoo upgrade, inventory your custom modules, confirm the target version and edition in writing, and prove your backup actually restores. During it, rehearse on a staging copy of production and have your own team test real workflows. After it, run your period-close reports, check every scheduled action and integration fires, and keep a defined hypercare window.

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Questions about the checklist

The three we hear most from teams planning their own upgrade.

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Inventory your custom modules (which are bespoke, which are third-party, which touch core models), confirm the target version and edition in writing, take a full backup and confirm it restores, agree the downtime window early, check every third-party integration against the target version, and — if you self-host — check your Python and PostgreSQL versions against the target's requirements.

Run the migration against a staging copy of production, never against production itself. Read the full migration log rather than only the final status, time the dry run so the real cutover has a tested duration, have your team run their actual workflows on staging, track every issue in one shared list, and rehearse the rollback by restoring the backup.

When your month-end or period-close reports have run once on the new version, every scheduled and automated action has fired at least once, every integration is actually sending and receiving data, a defined hypercare window with priority response is in place, and you have a written handoff covering what changed, what to watch for and who to contact.

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