Import Leads from Excel/CSV

by
Odoo          
v 11.0 Third Party

7.00 €

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Technical name hk_import_leads
LicenseOPL-1
Read description for v 12.0
Required Apps Invoicing (account)
Sales (sale)
Invoicing Management (account_invoicing)
Sales Management (sale_management)
CRM (crm)
Technical name hk_import_leads
LicenseOPL-1
Read description for v 12.0
Required Apps Invoicing (account)
Sales (sale)
Invoicing Management (account_invoicing)
Sales Management (sale_management)
CRM (crm)

Import Leads from Excel/CSV.

This module helps you to import CRM Leads from Excel/CSV File.

Import CRM Leads

After installing module you need to tick Import Leads in CRM >> Configuration >> Settings.


After you tick the Import Leads you can see the Import Leads menu item in CRM.


When we click on Import Leads menu item a wizard will open and you can import Excel/CSV file from here and Excel/CSV file samples are also given below.You need to follow those samples in order to Import Leads.


Your Microsoft Excel file format must match like below.


Your Text CSV file format must match like below.


You can see the List view of the Leads created.


You can also see the Form view of the Leads created.


Suppose if you select option as CSV and try to import other file it will raise Warning.



Suppose if Customer is not available while importing Leads it will raise Warning.


Installation Guide

Before installing this module you have to install following packages in your system.


  • sudo pip install xlrd

  • sudo pip install xlwt

OR

  • sudo apt-get install python-xlrd

  • sudo apt-get install python-xlwt

Free Support

You will get 60 Days free support incase any bugs or issue occur (Except data recovery).

  1. Incase of any question regarding this module feel free to email on prince.odoo.up@gmail.com
  2. Please note that You're not allowed to distribute or resell this module after purchase!
  3. Please share the screenshots with explanation or video file of the error or bugs faced.
  4. Require new customization feel free to email on prince.odoo.up@gmail.com.
  5. You can also contact via Skype.Skype Id: prince.odoo.up
Odoo Proprietary License v1.0

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