Import Invoices from Excel or CSV File in odoo

by
Odoo 5

32.30

v 14.0 Third Party 178
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Required Apps Invoicing (account)
Lines of code 544
Technical Name import_invoice
LicenseSee License tab
Websitehttps://www.browseinfo.in
Also available in version v 9.0 v 8.0 v 10.0 v 11.0 v 12.0 v 15.0 v 13.0
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Required Apps Invoicing (account)
Lines of code 544
Technical Name import_invoice
LicenseSee License tab
Websitehttps://www.browseinfo.in
Also available in version v 9.0 v 8.0 v 10.0 v 11.0 v 12.0 v 15.0 v 13.0

Import Invoice From Excel or CSV File Odoo apps

Do you want to import bulk invoices together ? Which has multiple product lines ?

Using this Odoo Apps, you can easily do that with single click. Excel file from your supplier no need to enter them manually on odoo, you can easily import them on Odoo ERP.

Our Odoo apps helps you to import customer and supplier(vendor bills) invoices both with very easy excel/csv format . Additionally we provide option to choose existing odoo invoice number or import invoice number from excel file which you can select.

If you want to import extra fields from default odoo apart from our sample files, we will add those on our import module without any extra cost. You can purchase our module and contact us on sales@browseinfo.in
e.,g If you want to add Analytic accounts and analytic tags details or discount on invoice, we will add without any cost

Multi Language Translation Available

We have added Translation using google translate for English (US), Arabic, French / Français, Spanish / Español and Dutch / Nederlands, if you want to change translation terms or add new translation provide us translation, we will add that without any cost.

English Arabic French Spanish Dutch

Features

Easy to import

Easily import multiple customer and supplier invoice(vendor bills).

Import Multiple Invoice Lines

Add multiple invoice lines as row on data file.

Add Different Data

Add Customer/Supplier,Currency, Date, Product, Quantity, Price, Description and Salesperson.

Import Different Currency

Add different currency of invoices in single import.

Sequence Option

Import invoices number using with XLS/CSV or with default sequence.

Different Warning

Easy Warning when import fail due to wrong data.

Import Bulk Invoices

Quickly import bulk invoices in one go using Excel or CSV File.

Add Bulk Account

Add bulk account in one go using Excel or CSV file.

Import Order with Date

Import Date which you have in your Database instead of default that Odoo provides

Invoice Stage Options

Import invoices as a "Draft" or "Validate".

Import Product Option

Import products by it's Name/ Barcode or Code(Internal Reference).

CSV/XLS file Supported

You can import CSV or XLS file both as per as your convenience.

Easy to Download Sample File Format

You can easily downloaded sample file format.

Download CSV/XLS Sample File Format

You can download both csv and xls file format.

Import Customer/Supplier Invoice

Data File Sample.

You have 3 different options to import invoice order.

If you are using only numeric value for Internal ref or Barcode field then please make sure the cell type/format is Text/Character

Import with Code.

Import with Barcode.

Import with Name.

INVOICE ID
- Invoice number for the invoice.
PARTNER
- Vendor/Customer name for the invoice order.
CURRENCY
- Currency for the invoice.
PRODUCT
- Product name for the invoice order.
QUANTITY
- Quantity for the above product.
UOM
- UOM for the above product.
DESCRIPTION
- Description for the product
PRICE
- Price for the above product.
DISCOUNT
- Discount for the product.
Salesperson
-Name of salesperson
TAX
-Tax for the product
Date
-Date of invoice
Account
-Name of Chart Of Account

The "INVOICE ID" should be same, as you can see in the image,"INVOICE ID" is same for different product list.This defines single invoice with different product lines.

Tax column is important you have to add "Tax column" though there is no need of adding tax.

1. When code is selected in Import option, please select file that contains code of products.

2. When barcode is selected in Import option, please select file that contains barcode of products.

3. When Name is selected in Import option, please select file that contains name of products.

Import Invoice Menu.

Menu for importing data of invoice orders.

Import Invoice Wizard.

1. Sequence Option :

If you want to import details of invoice number from CSV/XLS you can also have option regarding this in import invoice wizard.

If you select "Use Excel/CSV Sequence Number" option then name field will came from CSV/XLS file.

2. Invoice Stage Option :

If you select "Import Draft Invoice" option then invoice will be import in draft stage.

If you select "Validate Invoice Automatically With Import" option then invoice will be import in validate/Open stage.

3. Account Option :

If you want to import Account from XLS/CSV so you have option for "Account Option" regarding this in import invoice wizard.

4. Type :

You have also option for import invoice for Customer, Vendors, Customer Refund(Customers Credit Note) or Vendors Refund(Supplier Credit Note).

5. Import Product By :

You have also option to import products by it's Name/ Barcode or Code(Internal Reference).

If you want to create product while importing invoice order then you have to select import with "Name".


After importing CSV/XLS with "Import Draft Invoice" option then you can see the invoice is in draft stage and invoice number is same as we given in CSV/XLS file.

Import Invoice Tree View.

This is the tree view of invoice created from given data file.

If you select "Validate Invoice Automatically With Import" option then you can see the invoice is in Open stage.

If you select "Use System Default Sequence Number" option then name field will follow the system sequence.

If all taxes are found in system then invoice will be generated.

If you select "Customer Credit Note" option then you can see the invoices created as a Customer Credit Note (Customer Refund).

User can select the file format and download the sample file.

Warning/Validation.

It will generate error if you import wrong partner.

It will also generates errors when you import wrong value of Currency,Pricelist,UOM,Salesperson and Tax.


It will generate error if you import wrong file type.

It will generate error if date is not given in CSV/XLS file.

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

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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 ticket@browseinfo.in or raise a ticket on support.

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Error while importing for TAX
by
Neelu Thapar
on 7/10/21, 4:15 AM Confirmed Purchase

Error:

Odoo Server Error


Traceback (most recent call last):

  File "/odoo/odoo-server/odoo/addons/base/models/ir_http.py", line 237, in _dispatch

    result = request.dispatch()

  File "/odoo/odoo-server/odoo/http.py", line 683, in dispatch

    result = self._call_function(**self.params)

  File "/odoo/odoo-server/odoo/http.py", line 359, in _call_function

    return checked_call(self.db, *args, **kwargs)

  File "/odoo/odoo-server/odoo/service/model.py", line 94, in wrapper

    return f(dbname, *args, **kwargs)

  File "/odoo/odoo-server/odoo/http.py", line 347, in checked_call

    result = self.endpoint(*a, **kw)

  File "/odoo/odoo-server/odoo/http.py", line 912, in __call__

    return self.method(*args, **kw)

  File "/odoo/odoo-server/odoo/http.py", line 531, in response_wrap

    response = f(*args, **kw)

  File "/odoo/odoo-server/addons/web/controllers/main.py", line 1393, in call_button

    action = self._call_kw(model, method, args, kwargs)

  File "/odoo/odoo-server/addons/web/controllers/main.py", line 1381, in _call_kw

    return call_kw(request.env[model], method, args, kwargs)

  File "/odoo/odoo-server/odoo/api.py", line 396, in call_kw

    result = _call_kw_multi(method, model, args, kwargs)

  File "/odoo/odoo-server/odoo/api.py", line 383, in _call_kw_multi

    result = method(recs, *args, **kwargs)

  File "/odoo/custom/addons/import_invoice/wizard/account_invoice.py", line 602, in import_csv

    res = self.make_invoice(values)

  File "/odoo/custom/addons/import_invoice/wizard/account_invoice.py", line 228, in make_invoice

    self.make_invoice_line(values, inv_id)

  File "/odoo/custom/addons/import_invoice/wizard/account_invoice.py", line 286, in make_invoice_line

    tax_ids.append(tax.id)

  File "/odoo/odoo-server/odoo/fields.py", line 3812, in __get__

    raise ValueError("Expected singleton: %s" % record)

Exception


The above exception was the direct cause of the following exception:


Traceback (most recent call last):

  File "/odoo/odoo-server/odoo/http.py", line 639, in _handle_exception

    return super(JsonRequest, self)._handle_exception(exception)

  File "/odoo/odoo-server/odoo/http.py", line 315, in _handle_exception

    raise exception.with_traceback(None) from new_cause

ValueError: Expected singleton: account.tax(10, 100)

Re: Error while importing for TAX
by
BrowseInfo
on 7/12/21, 6:43 AM Author

Hello Sir,

We have received your ticket and our support team communicate with you on your email

Regards