Import Task from CSV/Excel file

by
Odoo

21.44

v 8.0 v 9.0 v 10.0 v 11.0 v 12.0 Third Party 5
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Required Apps Project (project)
Included Dependencies
Lines of code 576
Technical Name sh_import_project_task
LicenseSee License tab
Websitehttps://www.softhealer.com
Also available in version v 15.0 v 10.0 v 9.0 v 14.0 v 13.0 v 8.0 v 11.0
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Required Apps Project (project)
Included Dependencies
Lines of code 576
Technical Name sh_import_project_task
LicenseSee License tab
Websitehttps://www.softhealer.com
Also available in version v 15.0 v 10.0 v 9.0 v 14.0 v 13.0 v 8.0 v 11.0

Import Task from CSV/Excel file

This module is useful to import tasks from CSV/Excel. You can import custom fields from CSV or Excel.

Features


  • Easy to import.
  • Import CSV or Excel.
  • Easy to import different modes of the project task.
  • Easy to import custom fields.
  • Easy to import custom fields from CSV or Excel.
  • Easy to import Text, Integer, Float, Character, Boolean, Selection, Many2one, Many2many custom fields.
  • No special configuration required, install it, use it.
  • This module saves your important time.
  • It reduces human efforts.

First, you need to tick the "Import Project Task" group to import the project task.


"Import Project Task" menu in the projects.


When you click the "Import Task" menu, the wizard will open and it looks like below.


Project and user wise import wizard.


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 task is imported.


About Fields


Column Project Model Field Name Description Required
A Tasks (project.task) Project You have to write a Project Name here. Yes
B Tasks (project.task) Assigned To You have to write a User Name here. No
C Tasks (project.task) Task You have to write a Task Name here. Yes
D Tasks (project.task) Description You have to write a Description here. No
E Tasks (project.task) Deadline Define the Date Deadline. No
F Tasks (project.task) Planned Hours You have to write a Planned Hours here. No
G Tasks (project.task) Custom Fields You can import custom fields from here. Please go to the "Custom Fields" tab for more details. No

General Notes:


1) Don't remove the column from the sample sheet given, you can leave an empty column if the column is not the required type. You can see the table above for that.

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.
Watch Video


Default import CSV file format (your file format must match like below).


Default import Excel file format (your file format must match like below).


User and project wise import CSV file format (your file format must match like below).


User and project wise import Excel file format (your file format must match like below).


Custom fields imported with many2one & many2many fields.


Default imported CSV file format with custom fields.


Default imported Excel file format with custom fields.


User and project wise imported CSV file format with custom fields.


User and project wise imported Excel file format with custom fields.


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 "G".

Videos


Version 12.0.2 | Released on : 31st March 2020

  • Easy to import custom fields from CSV or Excel.

Version 12.0.1 | Released on : 26th December 2019

  • Initial Release.
  • Yes, we provide free support for 90 days.

Multi-Languages


We have added predefined some languages(English, German / Deutsch, Arabic, Spanish / Español) in module, If you want to add other language you can contact us on support@softhealer.com. 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 support@softhealer.com.

english germany arab spanish
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