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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