Import Partner and Update Partner in Odoo

by
Odoo

7.63

v 12.0 Third Party
Live Preview
Required Apps Inventory (stock)
Sales (sale_management)
Purchase (purchase)
Invoicing (account)
Technical Name bi_import_partner
LicenseSee License tab
Websitehttp://www.browseinfo.in
Also available in version v 13.0 v 12.0
You bought this module and need support? Click here!
Required Apps Inventory (stock)
Sales (sale_management)
Purchase (purchase)
Invoicing (account)
Technical Name bi_import_partner
LicenseSee License tab
Websitehttp://www.browseinfo.in
Also available in version v 13.0 v 12.0

Import and Update Partner(Customer/Supplier/Vendor)from Excel or CSV Odoo Apps

Partner import and Partner update odoo apps support for both version community as well as enterprise. This odoo apps helps to import and update partner from CSV and Excel file.

Features

Import and Update Partner

User are allowed to import partner or update partner.

Errors or Warnings

Users can see errors if he/she tries to import wrong salesperson, category etc or wrong data file.

Import and Update Partner

Data File Sample.

Given below is the sample of import file to upload partner,It is mandatory to use given format to create XLS or CSV file.

Name
-Name of partner
Type
-Type of partner.
Parent
-Parent of partner.
Street
-Street name of partner's address
Stree2
-Street2 name of partner's address
City
-City name of partner's address
State
-State name of partner's address
Zip
-Zip code of partner's address .
Country
-Country name of partner.
Website
-Website of partner.
Phone
-Phone number of partner.
Mobile
-Mobile number of partner.
Email
-Email of partner.
Customer
-Set True if partner is customer.
Vendor
-Set True if partner is vendor.
SalesPerson
-Salesperson for create partner.
Internal Reference
-Internal Reference for partner.
Customer Payment Term
-Payment term of customer.
Vendor Payment Term
-Payment term of vendor.

Import Partner Menu

Figure shows the menu for importing data for create partner or update partner data.

Import Partner Wizard

In this wizard you have to upload properly formated XLS or CSV file which you want to import for partner.

Created Partners View

Figure shows the partner created from given data file.

Update Partner Wizard

When you want to update partner data then select "Update Partner" data.

Kanban view of partner after update partner data.

Additional Features

It will generate error if you select type as company and give parent,which is shown in figure.

It will generate error if you don't select salesperson as Administrator,which is shown in figure.

Installation Guide

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

1.sudo pip install xlrd

2.sudo pip install xlwt

OR

1.sudo apt-get install python-xlrd

2.sudo apt-get install python-xlwt

Apps May You Like

Most Demanded Apps

Free Support

You will get 90 Days free support incase any bugs or issue (Except data recovery).

At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on sales@browseinfo.in or raise a ticket on support.

Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.