All In One Basic Import - Partner, Product, Sales, Purchase, Accounts, Inventory
by Softhealer Technologies https://www.softhealer.com
Odoo
$ 86.72
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Purchase (purchase) • Sales (sale_management) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 9024 |
| Technical Name |
sh_all_in_one_basic_import |
| License | See License tab |
| Website | https://www.softhealer.com |
| Versions | 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Purchase (purchase) • Sales (sale_management) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 9024 |
| Technical Name |
sh_all_in_one_basic_import |
| License | See License tab |
| Website | https://www.softhealer.com |
| Versions | 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0 |
This module is useful to import data from CSV/Excel file. You can import custom fields from CSV or Excel.
Related Module
All In One Import - Partner, Product, Sales, Purchase, Accounts, Inventory, BOM, CRM, Project (Advance Module)
New Features
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.
Custom fields added into, import product template, import invoice lines, import customers/suppliers, import purchase order lines, import variant, import sale order lines from CSV/Excel modules.
Features
The separate group assigns to for mass import buttons view.
You can do mass import from one view.
The separate group assigns to for mass import buttons view.
Import Data Using CSV/Excel.
Skip error data and notify row no at the end of import.
Different Accessrights Groups.
Very well formated Excel and CSV files.
Well, documentation and Videos.
All-time support.
No special configuration required, install it, use it.
This module saves your important time.
It reduces human efforts.
Version
v13.0.12 (17thAugust 2022)
- New Import Lot-Serial Picking From CSV/Excel File Added.
- New Import Invoice With Payment From CSV/Excel File Added.
- Update Use "#" instead of "," for differentiate attributes values.
- New Account option added in the import invoice from CSV/Excel.
- New Import Inventory Without Lot-Serial Added.
- Update Import Customers/Suppliers Updated.
- Update Import Product Variant Updated.
- Update Import Product Variant-Multiple Barcodes Updated.
- Fixed Minor Bug Fixed.
-
Import Product Template-Multi Barcodes.
Import Product Variants-Multi Barcodes.
- Import Product Variant added.
-
1) You can import all the things at one place. You can do mass import from one view.
2)The separate group assigns to for mass import buttons view.
- Initial Release
You can import all the things at one place. You can do mass import from one view.
The separate group assigns to for mass import buttons view.
Features
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Easy to import lot/serial picking from CSV/Excel file.
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You can transfer a lot/serial pickings from one to other locations.
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Easy to import custom fields.
Tick the group "Imports Lot/Serial Picking".
Import Lot Picking From CSV/Excel Workflow
Select "By Lots" in product 1.
The product 1 on hand qty is 0(Zero) now.
Product 1 demand qty is 10(Ten) and our done qty is 0(Zero). So we import lot/serial using the smart button that button is given besides "Done QTY".
After pressing that button this wizard opens, press the "Import Lot/Serial" button.
Select the import file type, choose the file type & select lot/serial type, and press the "Apply" button.
Success message looks like below.
After successfully imported picking our done qty is now equal to demand qty. Press the smart button that is given besides "Done QTY" to see detailed operations.
After pressing that button this wizard opens, you can see an imported lot/serial pickings here after press the "Confirm" button.
Now we press the "Validate" button and our stage is changed from ready to done.
Lot/Serial Numbers list view with imported lot/serial picking.
Now the product 1 on hand qty is changed.
Import Serial Picking From CSV/Excel Workflow
Select "By Unique Serial Number" in product 2 and the on-hand qty is 0(Zero) now.
Select the import file type, choose the file type & select lot/serial type, and press the "Apply" button.
Success message looks like below. If you choose the "Lot" in the lot/serial type and your product traceability is the Serial then it generates an alert for that and also If you choose the "Serial" in the lot/serial type and your product traceability is a Lot then it generates an alert.
Detailed operation wizard with the imported lot/serial picking.
Lot/Serial Numbers list view with imported lot/serial picking.
Now the product 2 on hand qty is changed.
Transfer Lot/Serial Picking Workflow
Select source and destination location, our product 1 qty demand is 5(five) and done qty is 0(Zero).
Press the "Import Lot/Serial" button to import lot/serial picking..
Select the import file type, choose the file type & select lot/serial type, and press the "Apply" button. When you transfer lot/serial picking, you have the option to create a lot/serial on the destination location.
After imported lot/serial pickings we validate the pickings.
Now we go to the "Locations" menu, select location & see current stock from the "Current Stock" smart button.
The "Current Stock" list view looks like this.
Your CSV/Excel format looks like below.
Your CSV/Excel format looks like below.
Features
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Easy to import invoices/bills with payment from CSV or Excel file.
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Import product by name, barcode, internal reference.
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You can import invoice with partial payment & fully paid.
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We provide "Auto Post" and "auto Payment" option while importing.
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You can download the sample file format.
Enable the "Import Invoice With Payment" group.
Click on the "Import Invoice With Payment" menu.
After that, this wizard will open enter details and apply it.
You can import invoice with the different payment method.
Success message looks like below it's shows successfully imported records and also provides list of unimported records with row number in sheet and relative details of data invalidation.
Imported data with list view.
following fields are imported.
Your CSV file format must match like below.
Your Excel/XLS file format must match like below.
Features
-
Easy to import inventory from CSV or Excel file.
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Import inventory by product name, barcode & internal reference number.
First, you need to tick the "Import Inventory Without Lot/Serial Number" group to import inventory without lot/serial number.
"Import Inventory Without Lot/Serial Number" menu in operations.
When you click the "Import Inventory Without Lot/Serial Number" menu, the wizard will open that looks like below.
Success message looks like below.
Imported records tree view.
The following fields are imported, the "Product Moves" smart button shows product moves.
Product moves without lot/serial number.
Product kanban view with on-hand quantity.
Your CSV file format must match like below.
Your Excel file format must match like below.
Multiple Barcodes video
Features
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Import products/product templates from CSV or Excel.
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You can import multiple barcodes for single products and product variants.
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Import product by Name, Barcode, Internal Reference.
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Import product image by path/URL.
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Easy to import products with stock on-hand quantity.
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Easy to import custom fields from CSV or Excel.
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Easy to import Text, Integer, Float, Character, Boolean, Selection, Many2one, Many2many custom fields.
First, you need to tick the "Import Product Template" group to import product template.
"Import Products" menu in products.
When you click the "Import Products" button, the wizard will open, here you can choose the import file type(CSV/Excel), method(create product/create or update product), product update by(Barcode/Internal Reference), remove existing(If you tick this tickbox then remove existing barcode otherwise not) and file.
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 barcodes are imported.
The following fields are imported.
The following fields are imported.
The following fields are imported.
Your CSV file must match like below.
Your Excel file must match like below.
Custom fields format.
Product template import with many2many & custom selection fields.Custom fields format.
Your Excel file must match like below and You can add custom fields column after last column as shown in the below image.
Your CSV file must match like below.
Multiple Barcodes video
Features
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You can create or update product variants by barcode, name & internal reference.
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You can import multiple barcodes for single products and product variants.
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You can identify the same name product/product variant by "Unique Identification" fields.
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Easy to import Product Variant (image, price, quantity, stock, etc) from CSV or Excel.
-
Easy to import custom fields with product variants.
-
You can import product images by image URL or local image path.
-
Easy to import products with stock on-hand quantity.
First, you need to tick the "Import Product Variants" group to import product Variant.
"Import Product Variants" menu
When you click the "Import Product Variants" button, the wizard will open, here you can choose the import file type(CSV/Excel), method(create product/create or update product), product update by(Name/Barcode/Internal Reference), remove existing(If you tick this tickbox then remove existing barcode otherwise not) and file.
You can create or update product variants by barcode, name & internal reference.
Success message looks like below it shows successfully imported records.
The following product template fields are imported.
We see the imported product "Collar T-Shirt" fields.
Product variants.
The "Sales" tab in the product "Collar T-Shirt".
The following barcodes are imported.
You can configure the product from here.
Product variant imported succesfully.
Using the "Variant" feature you can see product variant details.
Product variant details with qty on hand & UOM.
You can see the product variant field which is imported.
The following custom fields are imported (Text, Integer, Float, Character, Boolean, Selection, Many2one, Many2many custom fields are supported).
Your CSV/Excel file format must match like below.
In the "Can be sold & purchased?" take true by default if not provided.
In the "Product type" take consumable by default if not provided.
Take the same name as ERP in the "UOM".
Taxes are separated by comma(,).
Enter the same text of selection field the same as ERP in the"Invoice policy" otherwise by default it takes ordered quantities.
Variant attributes like color, size, or blank.
Enter the complete URL or local path in the "Image path/URL".
Enter the complete URL or local path in the "Image path/URL".
Multiple barcodes field.
You can import any number of custom fields.
All custom fields must exist on the product.product model.
You can import any number of custom fields.
All custom fields must exist on the product.product model.
Custom fields format.
Important 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) Don't use excel if you don't know the column formatting part which is given in the sample sheet. Use CSV in this case.
4) Add Custom Fields or Non-Exist Standard odoo fields at the end, For adding those fields pls check the custom fields section.
Auto Create Record (Custom/Extra Fields)
Many2many fields:Many2many extra fields record auto-create option: This option useful to create a record if a record does not exist in many2many type of field. This option only applicable on custom fields or other extra fields which is not in the sample and which have a model with the only specified field as mandatory. if more than one field mandatory in the model then it can not be able to create a record.
Please tick this option during import to create record auto for many2many.
Result of auto-created record during import.
Sample sheet.
Product category field:Product category fields option useful to create a record if a record does not exist in the product category field.
Sample sheet.
Please tick this option during import to create a record auto for the product category.
Result of auto-created record during import.
Result of auto-created record during import.
Features
-
Easy to import Product Variant (image, price, quantity, stock, etc) from CSV or Excel.
-
Easy to import custom fields with product variants.
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You can import product images by image URL or local image path.
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Easy to import products with stock on-hand quantity.
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Easy to create and update product variants.
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Download Sample CSV or Excel file from import wizard directly.
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Very useful for mass records.
-
Very well formated Excel and CSV files.
-
Easy to install and use it, No more configuration required.
-
This module saves your important time.
First, you need to tick the "Import Product Variants" group to import product Variant.
"Import Product Variants" menu.
After that one wizard open here you can import products with product variants From CSV/Excel.
Success message looks like below it shows successfully imported records.
The following product template fields are imported.
We see the imported product A fields.
You can configure the product from here.
Product variant imported succesfully.
Using the "Variant" feature you can see product variant details.
Product variant details with qty on hand.
You can see the product variant field which is imported.
The following custom fields are imported.
Your CSV file format must match like below.
Your Excel file format must match like below.
Custom fields format.
Important 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) Don't use excel if you don't know the column formatting part which is given in the sample sheet. Use CSV in this case.
4) Add Custom Fields or Non-Exist Standard odoo fields at the end, For adding those fields pls check the custom fields section.
Auto Create Record (Custom/Extra Fields)
Many2many fields:Many2many extra fields record auto-create option: This option useful to create a record if a record does not exist in many2many type of field. This option only applicable on custom fields or other extra fields which is not in the sample and which have a model with the only specified field as mandatory. if more than one field mandatory in the model then it can not be able to create a record.
Please tick this option during import to create record auto for many2many.
Result of auto-created record during import.
Sample sheet.
Product category field:Product category fields option useful to create a record if a record does not exist in the product category field.
Sample sheet.
Please tick this option during import to create a record auto for the product category.
Result of auto-created record during import.
Result of auto-created record during import.
Features
-
Easy to import.
-
import csv or excel.
-
import image by path/URL.
-
Custom fields added.
First you need to tick "Import Customers/Suppliers" groups in order to import customers/suppliers.
"Import Customers/Suppliers" menu in Orders.
When you click "Import Customers/Suppliers" menu, wizard will open and it's looks like below.
Success message looks like below it's shows successfully imported records and also provides list of unimported records with row number in sheet and relative details of data invalidation.
following fields are imported.
Your CSV file format must match like below.
Your Excel file format must match like below.
Custom Fields
Custom fields format.
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.
New Updates
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).
Features
-
Easy to import.
-
import csv or excel.
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import product image by path/URL.
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Update product based on Barcode/Internal Reference.
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Import "Qty On Hand".
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Custom fields added.
First you need to tick "Import Product Template" groups in order to import product template.
"Import Products" menu in Products.
When you click "Import Products" menu, wizard will open and it's looks like below.
Success message looks like below it's shows successfully imported records and also provides list of unimported records with row number in sheet and relative details of data invalidation.
following fields are imported.
Your CSV file format must match like below.
Your Excel file format must match like below.
Custom Fields
Custom fields format.
Product template import with many2many & custom selection fields.
Your CSV file must match like below and add custom fields after the last column.
Your Excel file must match like below and add custom fields after the last column.
Features
-
Easy to import
-
import csv or excel
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Add product by Name, Barcode, Internal Reference
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Auto Confirm Sale option
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Create customer if never exist option
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Quotation/Order Number auto/as per sheet option
First you need to tick "Import Sale Order" group in order to import sale order
"Import Sale Order" menu in Orders.
When you click "Import Sale Order" menu, wizard will open that looks like below
Success message looks like below it's shows successfully imported records and also provides list of unimported records with row number in sheet and relative details of data invalidation.
following fields are imported.
Your CSV file format must match like below.
Your Excel file format must match like below.
Features
-
Easy to import.
-
import csv or excel.
-
import product by Name, Barcode, Internal Reference.
-
Custom fields added.
First you need to tick "Import Sale Order Lines" group in order to import sale order lines.
"Import Sale Order Lines" button in sale order form view.
When you click "Import Sale Order Lines" button, wizard will open that looks like below.
Success message looks like below it's shows successfully imported records and also provides list of unimported records with row number in sheet and relative details of data invalidation.
following sale order lines are imported.
Your CSV file format must match like below.
Your Excel file format must match like below.
Custom Fields
Custom fields format.
Sale order line import from CSV sheets with many2many fields.
Your CSV file must match like below and add custom fields after the last column.
Your Excel file must match like below and add custom fields after the last column.
Features
-
Easy to import
-
import csv or excel
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import stock inventory by product Name, Barcode, Internal Reference
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import Lot/Serial Number and also create new Lot/Serial Number if never exist
First you need to tick "Import Inventory With Lot/Serial Number" group in order to import stock inventory with lot/serial number
"Import Inventory With Lot/Serial Number" menu in Operations.
When you click "Import Inventory With Lot/Serial Number" menu, wizard will open that looks like below
Success message looks like below it's shows successfully imported records and also provides list of unimported records with row number in sheet and relative details of data invalidation.
Following fields are imported.
New lot/Serial Number created if never exist.
Your CSV file format must match like below.
Your Excel file format must match like below.
Features
-
Easy to import
-
import csv or excel
-
import product by Name, Barcode, Internal Reference
-
Auto Confirm Order option
-
Create vendor if never exist option
-
Reference Number auto/as per sheet option
First you need to tick "Import purchase Order" group in order to import purchase order
"Import Purchase Order" menu in Purchase.
When you click "Import Purchase Order" menu, wizard will open that looks like below
Success message looks like below it's shows successfully imported records and also provides list of unimported records with row number in sheet and relative details of data invalidation.
following fields are imported.
Your CSV file format must match like below.
Your Excel file format must match like below.
Features
-
Easy to import.
-
import csv or excel.
-
import product by Name, Barcode, Internal Reference.
-
Custom fields added.
First you need to tick "Import Purchase Order Lines" group in order to import Purchase order lines.
"Import Purchase Order Lines" button in RFQ/Purchase order form view.
When you click "Import Purchase Order Lines" button, wizard will open that looks like below.
Success message looks like below it's shows successfully imported records and also provides list of unimported records with row number in sheet and relative details of data invalidation.
following Purchase order lines are imported.
Your CSV file format must match like below.
Your Excel file format must match like below.
Custom Fields
Custom fields format.
Purchase order line import from CSV sheets with many2many & char fields.
Your CSV file must match like below and add custom fields after the last column.
Purchase order line import from Excel sheets with many2many & char fields.
Your Excel file must match like below and add custom fields after the last column.
Features
-
Easy to import.
-
import csv or excel.
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import product by Name, Barcode, Internal Reference.
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Auto Validate invoice/bill option.
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import Customer/Vendor Credit Notes.
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import invoice/bill.
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Invoice/Bill Number auto/as per sheet option.
First you need to tick "Import Invoice" group in order to import Invoice.
"Import Invoice" menu in Customers.
When you click "Import Invoice" menu, wizard will open that looks like below.
Success message looks like below it's shows successfully imported records and also provides list of unimported records with row number in sheet and relative details of data invalidation.
following fields are imported.
Your CSV file format must match like below.
Your Excel file format must match like below.
New Updates
When you click the "Import Invoice" menu, the wizard will open, you have to choose an account as per requirement.
Your CSV file format must match like below.
Your Excel file format must match like below.
Features
-
Easy to import.
-
import csv or excel.
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import product by Name, Barcode, Internal Reference.
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import invoice/bill lines.
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import Customer/Vendor Credit Notes lines.
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Custom fields added.
First you need to tick "Import Invoice/Bill/Credit note Lines" group in order to import invoice/bill/credit note lines.
"Import Invoice/Credit note Lines" button in customer invoice form view.
When you click "Import Invoice/Credit note Lines" button, wizard will open that looks like below.
Success message looks like below it's shows successfully imported records and also provides list of unimported records with row number in sheet and relative details of data invalidation.
following invoice lines are imported.
You can also import customer credit note lines.
You can also import Vendor Bill lines.
You can also import vendor credit note lines.
Your csv file must match like below.
Your excel file must match like below.
Custom Fields
Custom fields format.
Account Move Line Import from CSV sheets with many2many fields.
Your CSV file must match like below and You can add custom fields column after 'Taxes' column as shown in the below image.
Import custom fields for Bills.
Your Excel file must match like below and add custom fields after the 'Taxes' column.
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