Import Invoices from Excel or CSV File in odoo

by
Odoo 7

15.64

v 15.0 Third Party 203
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Required Apps Invoicing (account)
Lines of code 550
Technical Name import_invoice
LicenseOPL-1
Websitehttps://www.browseinfo.in
Also available in version v 9.0 v 11.0 v 10.0 v 8.0 v 12.0 v 14.0 v 13.0
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Required Apps Invoicing (account)
Lines of code 550
Technical Name import_invoice
LicenseOPL-1
Websitehttps://www.browseinfo.in
Also available in version v 9.0 v 11.0 v 10.0 v 8.0 v 12.0 v 14.0 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 Name.

Import with Code.

Import with Barcode.

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.

Download Sample XLS and CSV Files

User can download sample file to import invoice by clicking "Download Sample Files" option on wizard" user can select file type as "XLS or CSV" and click "DOWNLOAD SAMPLE FILE" button on import wizard.

Import Invoice Menu

Under Invoicing > Customers user can see "Import Invoice" menu.

Import Customer Invoice

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 user can see the imported customer invoice in draft stage and invoice number is same with all data as define in CSV/XLS file like customer, currency product, quantity, uom, discount, tax, and accounts also view in tree and form view.

Import Vendor Bills

User can import vendor bill from CSV/XLS file with all data for that user need to select "Supplier" option, User can select "Sequence Option as Use System Default Sequence Number", and "Import Product By : Code".

After importing CSV/XLS with "Validate Invoice Automatically With Import" option then user can see the imported customer vendor bills in posted stage and invoice number is same with all data as define in CSV/XLS file and view in tree and form view.

Import Customer Credit Note

User can import vendor bill from CSV/XLS file with all data for that user need to select "Customer Credit Note" option, User can select "Account Option as Use Account From Excel/CSV", and "Import Product By : Barcode".

After importing user can see the imported customer credit note with all data as define in CSV/XLS file and view in tree and form view.

Import Vendor Credit Note (Refunds)

User can import vendor credit note by selecting "Vendor Credit Note" option.

After importing CSV/XLS with user can see the imported customer credit note with all data as define in CSV/XLS file and view in tree and form view.

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

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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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Appreciated your support and solving issues
by
azmy
on 7/4/22, 7:09 AM


Re: Appreciated your support and solving issues
by
BrowseInfo
on 7/4/22, 8:35 AM Author

Hello Sir,

We are very glad to hear back from you sir and for a wonderful feedback.

Do let us know if you need any further assistance sir.

Regards


by
jokech@kylix.online
on 5/21/22, 6:30 AM

This module does not work with multi company - for a single company installation imports okay!

Re:
by
BrowseInfo
on 5/23/22, 1:37 AM Author



by
jokech@kylix.online
on 5/21/22, 5:58 AM Confirmed Purchase

I have not been able to successfully import any invoice, every time I get singleton errors!

  File "/home/odoo/src/user/import_invoice/wizard/account_invoice.py", line 421, in import_csv
    res = self.make_invoice(values)
  File "/home/odoo/src/user/import_invoice/wizard/account_invoice.py", line 126, in make_invoice
    account_id = account_search.value_reference
  File "/home/odoo/src/odoo/odoo/fields.py", line 1050, in __get__
    record.ensure_one()
  File "/home/odoo/src/odoo/odoo/models.py", line 5199, in ensure_one
    raise ValueError("Expected singleton: %s" % self)
Re:
by
BrowseInfo
on 5/23/22, 1:38 AM Author

Hello Sir,

Please contact us if you dace issue at ticket@browseinfo.in sir with your purchase details of the app.

Our team will check and guide you further.

Regards