Odoo Upgrade: Step by Step Tutorial

Odoo Upgrade: Step by Step Tutorial

Upgrading Odoo can feel like a daunting task. Outdated features, performance issues, and security vulnerabilities can hold your business back. Yet, the fear of breaking custom modules or losing data makes many hesitate.

The good news? With a structured, step-by-step process, you can upgrade Odoo smoothly and minimize risks.

This guide will walk you through each stage—from preparation to post-upgrade testing—ensuring your system stays reliable, secure, and efficient. Let’s simplify the Odoo upgrade process together.

Step 1: Go to Odoo Dashboard

  • Click on Settings.
  • Click on Technical Details to see your Odoo current version.

OR

  • Log in to the Control Panel and find your deployment target on the Home page.
step1

source: Odclusters.com

  • Navigate to the “Site & SSL” page
  • Click the “Manage” button on the Home page or the My Applications page, followed by the “Site & SSL” tab.
step 1.1

source: Odclusters.com

  • Log in to Odoo. Click on your preferred domain to go to the login interface.
  • Next, enter your login details.
step 1.3

source: Odclusters.com

  • Scroll down to the bottom to see your Odoo current version.
step 1.4

source: odclusters.com

  • Take note of the custom modules and third-party apps you are using.

Step 2: Navigate to the Database Manager

  • Click on Backup.
  • Create and configure the backup process by entering the correct details.
step 2

source: odoo.com

  • After configuration, confirm it to begin the backup process.
step 2.1

source: odoo.com

Step 3: Set up a Staging Environment

  • Test your workflows.
  • To do that with Cloudpepper, go to Instances and click on Create Staging.
step 3.1

source: cloudpepper.io

  • Next you have to select the server and domain name
step 3.2

source: cloudpepper.io

  • Click Add instance.

Step 4: Go to Your Odoo Dashboard

  • Click on Apps and check for updates to your installed modules.
  • Verify third-party app compatibility with Odoo 18 or latest odoo version.
  • For Odoo Online database upgrade, Go to your database manager
  • Click on your profile icon and pick My Databases.
step 4

source: odoo.com

Step 5: Click The Action Settings Icon

  • Find the Upgrade option.
  • Select either test or production upgrade from the pop-up message.
  • You will receive an email upon successful completion of the upgrade.

Upgrading Odoo may seem complex, but with a clear, step-by-step approach, it becomes manageable and worthwhile. A successful upgrade ensures you benefit from the latest features, improved performance, and enhanced security. By thoroughly testing and following best practices, you can avoid common pitfalls and keep your system running smoothly.

If you need expert assistance, reach out to our Odoo Certified Developers. With their in-depth knowledge and experience, they can help you upgrade the latest Odoo version.

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