| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Purchase (purchase) • Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 474 |
| Technical Name |
bi_import_partner |
| License | OPL-1 |
| Website | https://www.browseinfo.com |
| Versions | 17.0 14.0 12.0 13.0 16.0 15.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Purchase (purchase) • Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 474 |
| Technical Name |
bi_import_partner |
| License | OPL-1 |
| Website | https://www.browseinfo.com |
| Versions | 17.0 14.0 12.0 13.0 16.0 15.0 |
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.
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.
Features
Import and Update Partner
User are allowed to import partner or update partner.
Errors or Warnings
Users 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.
If you are using only numeric value for Internal ref or Barcode field then please make sure the cell type/format is Text/Character
- Name
- -Name of partner
- Type
- -Type of partner.
- Parent
- -Parent of partner.
- Street
- -Street name of partner's address
- Stree2
- -Street2 name of partner's address
- City
- -City name of partner's address
- State
- -State name of partner's address
- Zip
- -Zip code of partner's address .
- Country
- -Country name of partner.
- Website
- -Website of partner.
- Phone
- -Phone number of partner.
- Mobile
- -Mobile number of partner.
- -Email of partner.
- Customer
- -Set True if partner is customer.
- Vendor
- -Set True if partner is vendor.
- SalesPerson
- -Salesperson for create partner.
- Internal Reference
- -Internal Reference for partner.
- Customer Payment Term
- -Payment term of customer.
- Vendor Payment Term
- -Payment term of vendor.
- Bank Name
- -Name of the bank.
- Account Number
- -Bank account number of partner.
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 formatted XLS or CSV file which you want to import for partner.
User can download sample file to import partner by clicking "CSV FILE or EXCEL FILE" button on wizard.
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.
User can download sample file to update partner by clicking "CSV FILE or EXCEL FILE" button on wizard.
User have 2 option for bank details 1) Replace Bank Details and 2) Only Update Bank Details.
Kanban view of Partner After Update Partner Data
User can see the bank details should be replaced with existing one.
Update Partner Wizard
When you want to update partner data then select "Update Partner" data.
User can download sample file to update partner by clicking "CSV FILE or EXCEL FILE" button on wizard.
User have 2 option for bank details 1) Replace Bank Details and 2) Only Update Bank Details.
User can see only updated bank details.
Additional Features
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.
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.
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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