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Migrating from Xentral and Consolidating Digital Workflows into Odoo

Migrating from Xentral and Consolidating Digital Workflows into Odoo

The company was using Xentral, which led to disconnected workflows and inefficient operations. After migrating from Xentral to Odoo, and integrating tools like HubSpot, QuickBooks, and Personio, they achieved a centralized ERP system streamlining processes, improving data flow, and enabling scalable growth.

Our client is an innovative space company based in Germany, specializing in the development of deployable structures, actuators, and mechanisms for space missions. Launched in 2018, they’ve grown rapidly to support clients across 15+ countries across 4 continents.

  • Number Of Employees: 20+

Project Brief

As the company scaled, so did the number of tools they relied on: HubSpot managed the sales pipeline, Personio handled HR operations, QuickBooks was used for U.S. accounting, and Datev for German accounting. While each tool served its purpose, they didn’t talk to each other. Teams were working in isolation with no real-time data flow between departments. For example, Sales had no visibility into Purchase or Finance, and HR data was disconnected from operational reporting. Inventory forecasting was also a concern; managing stock efficiently was becoming increasingly complex.

None of these tools were connected. Each team worked in their own system, with no easy way to share information. Sales didn’t have visibility into what Finance or Purchasing was doing. HR data was completely separate. This led to a lot of manual work, miscommunication, and delays.

Inventory was also a challenge. The company had trouble keeping track of stock and couldn’t forecast demand well, which meant they sometimes had too much or too little of what they needed.

That’s when Surekha Technologies stepped in with expert Odoo consulting. Instead of asking the company to give up the tools they were already comfortable with, we replaced Xentral with Odoo, a flexible, centralized ERP system. Using our Odoo consulting expertise, we connected Odoo with all their existing tools to bring everything into one place.

Now, teams can access the same data in real time, work more efficiently, and make faster, smarter decisions. We also set up Odoo’s inventory forecasting features to help them manage stock more effectively and plan for future growth.

Business Needs & Challenges

Challenges with Xentral

The company initially used Xentral to manage key business functions such as sales, HR, and accounting. However, the platform lacked the flexibility and depth required to support their growing operational complexity. Limitations in customization and integration made it difficult to adapt the system to evolving business needs.

Disconnected Systems

Critical business tools like HubSpot (CRM), QuickBooks (accounting), and Personio (HR) operated in isolation, with no centralized platform to unify data and processes. This fragmentation resulted in data silos, inconsistencies, and time-consuming manual coordination between departments.

Operational Overheads

With multiple systems in play and no streamlined workflows, the team faced increasing administrative burden. Manual data entry, redundant tasks, and limited automation led to inefficiencies, slowed decision-making, and hindered scalability.

Integration Limitations

While Xentral supported some integrations, it lacked robust APIs and native connectors for many of the tools the company relied on, such as HubSpot and QuickBooks. This made system syncing unreliable and often required manual workarounds or third-party middleware.

Technology Stack & Tools

Odoo
python
PostgreSQL

Implementation Overview

Implemented Odoo as the ERP Backbone

We rolled out Odoo as the centralized system for managing sales, inventory, finance, procurement, and HR. It now serves as the single source of truth across departments. 

Real-Time HubSpot-Odoo Integration

We built a robust, bi-directional connector between HubSpot and Odoo. This keeps deal information, contacts, and products synced in real-time between the CRM and ERP. 

Stage-Driven Quotation Automation

Deal stages in HubSpot now automatically trigger actions in Odoo, such as generating quotations or updating statuses. Likewise, progress in Odoo is reflected in HubSpot to keep both systems aligned. 

Smart Customer & Product Record Creation

If a deal involves a customer or product not yet available in Odoo, the integration ensures they’re created automatically at the time of quotation, eliminating manual steps. 

Accounting Integration

QuickBooks integration ensures U.S. invoice and payment data flows into Odoo without manual re-entry. 

Datev exports journal entries in a German-compliant format, streamlining statutory filings. 

Personio HR Sync

Integrated Personio with Odoo to automatically sync employee information, leave balances, and payroll summaries bridging the gap between HR and operational departments. 

Domain-based email control

Enforced domain-based email control to allow only @xyzdomain users to send emails from Odoo, ensuring brand compliance. 

Configurable Commission Engine

We built a custom commission engine inside Odoo 18 that supports multi-person commissions. It’s based on actual payments, supports rule-based exclusions, and requires no manual calculation. 

Reporting

Customized sales, purchase, and accounting reports in Odoo tailored to client’s KPIs and operational metrics. 

Business Impacts

Manual Work Cut by 70%
Manual Work Cut by 70%

Sales, HR, and Finance teams were spending too much time on repetitive tasks. That’s now been reduced by around 70%, giving people more room to focus on work that drives results.

Cross-Department Visibility
Cross-Department Visibility

Now, everyone from HR to Finance to Sales is looking at the same real-time data. It’s made collaboration easier and has cut down on confusion and duplicated work. 

Less Inventory Waste
Less Inventory Waste

With better forecasting and automated procurement, inventory issues have dropped. There’s less over-ordering, fewer shortages, and far less waste sitting on shelves. 

Compliance in Both the U.S. and Germany
Compliance in Both the U.S. and Germany

The system handles financial rules for both regions, which means reporting and audits are simpler, and teams stay in line with all requirements.

Duplicate Data Cleaned Up
Duplicate Data Cleaned Up

Before, different platforms meant entering the same info more than once. Now everything’s connected, and duplicate data is no longer an issue.

HR Processes Are Smoother
HR Processes Are Smoother

Things like onboarding, leave tracking, and updates are all automated. HR teams don’t have to chase paperwork anymore, and everything runs more smoothly.

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