Import Partner and Update Partner in Odooby BrowseInfo http://www.browseinfo.in
• Sales (sale_management)
• Purchase (purchase)
• Invoicing (account)
|License||See License tab|
|Also available in version||v 13.0 v 12.0|
Import and Update Partner(Customer/Supplier/Vendor)from Excel or CSV Odoo Apps
Import and Update Partner 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.
Import and Update PartnerUser are allowed to import partner or update partner.
Errors or WarningsUsers 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 of partner
- -Type of partner.
- -Parent of partner.
- -Street name of partner's address
- -Street2 name of partner's address
- -City name of partner's address
- -State name of partner's address
- -Zip code of partner's address .
- -Country name of partner.
- -Website of partner.
- -Phone number of partner.
- -Mobile number of partner.
- -Email of partner.
- -Set True if partner is customer.
- -Set True if partner is vendor.
- -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.
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.
Before installing this module you have to install following packages in your system.
1.sudo pip install xlrd
2.sudo pip install xlwt
1.sudo apt-get install python-xlrd
2.sudo apt-get install python-xlwt
You will get 90 Days free support incase any bugs or issue (Except data recovery).
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