$ 13.82
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 423 |
| Technical Name |
sh_import_journal_item |
| License | OPL-1 |
| Website | https://www.softhealer.com |
| Versions | 17.0 14.0 13.0 11.0 15.0 16.0 12.0 10.0 |
Import Journal Items from CSV/Excel file
This module is used to import journal items from CSV/Excel files. You just enable the group 'Import Journal Item' in the user setting then after that user can import journal items from the 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)
All In One Basic Import - Partner, Product, Sales, Purchase, Accounts, Inventory (Related Module)
Features
- User Setting: Enable group 'Import Journal Items'.
- Easy to import journal items from CSV or Excel files.
- Import journal items in a single click.
- 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.
- Easy to import customer by Name, Reference, Id. New
Enable group 'Import Journal Items'.
As you can see the button 'Import Journal Item' in Journal Items form view.
After clicking the button 'Import Journal Items' one wizard will popup. Select a file type (CSV or Excel) and upload the file.
After click to apply you see the success message of import.
As you can see the whole imported journal items in line at journal entries.
About Fields
| Column | invoice Model | Field Name | Description | Required |
|---|---|---|---|---|
| A | Journal Items (account.move.line) | Account | Define the Account | Yes |
| B | Journal Items (account.move.line) | Partner | Define the Partner. | No |
| C | Journal Items (account.move.line) | Label | You have to enter the Label. | No |
| D | Journal Items (account.move.line) | Analytic Account | Define the Analytic Account. | No |
| E | Journal Items (account.move.line) | Amount Currency | You have to enter the Amount Currency. | No |
| F | Journal Items (account.move.line) | Currency | Define the Currency. | No |
| G | Journal Items (account.move.line) | Debit | You have to enter the Debit Amount here. | No |
| H | Journal Items (account.move.line) | Credit | You have to enter the Credit Amount here. | No |
| I | Journal Items (account.move.line) | 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
CSV/Excel file formate must be like this.
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 "I".
Videos
Version 14.0.2 | Released on : 11th August 2023
- NEW While Importing, Import Customer By Name, Reference, Id.
Version 14.0.1 | Released on : 19th October 2021
- Initial Release.
- Please Contact Us at sales@softhealer.com to request customization.
- Yes, we provide free upgrades as well as 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.
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Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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