Import Customers/Suppliers from CSV/Excel fileby Softhealer Technologies https://www.softhealer.com
• Invoicing (account)
|Lines of code||577|
|License||See License tab|
|Also available in version||v 15.0 v 14.0 v 11.0 v 10.0 v 8.0 v 13.0 v 9.0|
Import Customers/Suppliers from CSV/Excel file
This module is useful to import Customers/Suppliers from CSV/Excel. You can import custom fields from CSV or Excel.
You can choose the customers/suppliers method, if you want to create new customers/vendors then choose "create customer/vendor" & if you want to update customers/suppliers then choose "create or update customer/vendor", You can update customers/suppliers by(name, email, phone, mobile).
First, you need to tick the "Import Customers/Suppliers" group to import the customers/suppliers.
"Import Customers/Suppliers" menu in the orders.
When you click the "Import Customers/Suppliers" menu, the wizard will open and it looks like below.
Success message looks like below it shows successfully imported records and also provides a list of unimported records with row number in sheet and relative details of data invalidation.
The following fields are imported.
The following fields are imported.
|Column||Partner Model||Field Name||Description||Required|
|A||Customer (res.partner)||Company Type||Define the Company Type.||Yes|
|B||Customer (res.partner)||Name||You have to write a Partner Name here.||Yes|
|C||Customer (res.partner)||Street 1||You have to write a street address here.||No|
|D||Customer (res.partner)||Street 2||You have to write a street address here.||No|
|E||Customer (res.partner)||City||You have to write a City here.||No|
|F||Customer (res.partner)||State||Define the State here.||No|
|G||Customer (res.partner)||Zip||You have to write a Zip Code here.||No|
|H||Customer (res.partner)||Country||Define the Country here.||No|
|I||Customer (res.partner)||Job Position||You have to write a Job Position here.||No|
|J||Customer (res.partner)||Phone||You have to write a Phone number here.||No|
|K||Customer (res.partner)||Mobile||You have to write a Mobile number here.||No|
|L||Customer (res.partner)||You have to write a Email Address here.||No|
|M||Customer (res.partner)||Website Link||You have to write a website Link here.||No|
|N||Customer (res.partner)||Title||Define the Title here.||No|
|O||Customer (res.partner)||Internal Notes||You have to write a Internal notes here.||No|
|P||Customer (res.partner)||Image path/url||Enter the complete URL or local path in the "Image path/URL".||No|
|Q||Customer (res.partner)||Custom Fields||You can import custom fields from here. Please go to the "Custom Fields" tab for more details.||No|
2) Don't change the sample sheet column sequence.
3) Please don't use excel if you don't know the very well sheet formatting which is given in the sample sheet. Use CSV for hassle-free import without format issue. If you want to use excel and want to clear the format then please check this video.
4)Add Custom Fields or Non-Exist Standard odoo fields at the end, For adding those fields pls check the custom fields section.
Your CSV file format must match like below.
Your Excel file format must match like below.
The "GSTIN" & "Tags" custom fields are imported.
Your CSV file must match like below and You can add custom fields column after the last column as shown in the below image.
Your Excel file format looks like below.
Custom Fields / Non Existing Standard Fields
Do you want to import fields which is created by any custom modules, odoo studio, or standard odoo fields which are not present inside the sample sheet provided in the module? You can add all those kinds of fields in the sheet at the end after the sample sheet fields it means from column "Q".
We have added predefined some languages(English, German / Deutsch, Arabic, Spanish / EspaÃ±ol) in module, If you want to add other language you can contact us on firstname.lastname@example.org. We use google translator tools for multi-languages so possible translations can be not accurate. we accept suggest to make more accurate translations also on email@example.com.
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