| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Website (website) |
| Community Apps Dependencies | Show |
| Lines of code | 8015 |
| Technical Name |
portal_import_export |
| License | OPL-1 |
| Website | https://github.com/tickernelz |
| Versions | 14.0 15.0 16.0 17.0 |
Portal Import Export
Empower Your Portal Users with Data Import & Export Capabilities
Overview
The Portal Import Export module extends Odoo's functionality by providing powerful import and export capabilities to portal users. This allows your customers, vendors, and partners to easily import and export data for models they have access to through the portal interface, without requiring backend access.
With a template-based approach, administrators can control exactly which models and fields are available for import/export, ensuring data consistency and security while providing a user-friendly interface for non-technical users.
The module is fully integrated with the website and portal, adding convenient access points in the main website menu and the portal My Account menu, making it easily accessible for your users.
Key Features
Template-Based Import/Export
Define templates specifying which models and fields are available for import/export with detailed field mappings and examples.
Multiple File Format Support
Support for CSV and Excel files (.xls, .xlsx) with multi-sheet handling options.
Preview Before Import
Preview data before final import to verify correctness and avoid errors.
Advanced Export Options
Domain-based filtering and record selection for targeted exports.
Background Processing
Support for queue_job to handle large imports/exports with email notifications.
Secure Access Control
Model-level access control with user-specific history records and portal-specific visibility settings.
How It Works
For Administrators
- Create import/export templates specifying which models and fields are available
- Configure field mappings, including support for relational fields
- Set portal visibility for each template
- Monitor import/export operations through the history view
For Portal Users
- Access the Import/Export menu from the portal
- Select a template and download it if needed
- Upload a file for import or configure export options
- Preview data before final import
- Process the import/export and view results
Detailed Features
Template Management
- Create templates for any model in Odoo
- Select specific fields to include in templates
- Configure field order and display options
- Support for relational fields (many2one, many2many, one2many)
- Nested field support for complex data structures
- Generate example templates with instructions
Import Capabilities
- CSV and Excel file support
- Multi-sheet handling options
- Data preview before final import
- Detailed error reporting
- Background processing for large imports
- Email notifications when imports complete
Export Capabilities
- Simple export of all records
- Domain-based filtering for targeted exports
- Record selection for specific exports
- Import-compatible export format
- Background processing for large exports
- Email notifications when exports complete
User Experience
- Intuitive portal interface
- Detailed history tracking
- Progress indicators for background jobs
- Comprehensive error messages
- Mobile-responsive design
Use Cases
For Distributors & Wholesalers
Allow your customers to import product orders in bulk from their inventory management systems, saving time and reducing errors.
For Manufacturing Companies
Enable suppliers to export current inventory levels and import their production schedules directly through the portal.
For Service Providers
Let clients import task lists or export project timelines without requiring backend access to your Odoo system.
For Educational Institutions
Allow teachers and administrators to import student data or export grades through a secure portal interface.
Technical Information
| Feature | Details |
|---|---|
| Odoo Version | 15.0 |
| Installation | Standard module installation |
| Dependencies | portal, web, queue_job, mail, website |
| Database Impact | Creates new tables for templates and history |
| Security | Portal-specific access controls |
Support
For any questions or support requests, please contact us at:
Visit our GitHub: https://github.com/tickernelz
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.
Please log in to comment on this module