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  1. APPS
  2. Technical
  3. Batch Record Import/Export with Template v 16.0
  4. Sales Conditions FAQ

Batch Record Import/Export with Template

by Victor
Odoo
v 16.0 Third Party 148
Download for v 16.0 Deploy on Odoo.sh
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Lines of code 967
Technical Name import_export_records
LicenseLGPL-3
Versions 16.0 17.0
You bought this module and need support? Click here!

This module simplifies the process of exporting multiple records from various models by offering a versatile template-based approach. Users can create export templates and apply filters based on specific domains, making record management more efficient and tailored to your needs.

Define Odoo export data template:

First, you need to define the export template. You can do on any menu with the default Odoo export data.

The export template must be a import-compatible export and should not contain fields nested more than two levels deep.

Export View Screenshot

Create IER template:

Once the export template is defined, you can create the IER template.

IER Template View Screenshot

Add line in the IER template:

Once the IER template is created, you can add lines to it.

Each line represents a record to export.

You can add a domain to the line to export only the records that match the domain. The domain can be a user domain or python code.

The order of the line is important. If one line depends on another, make sure to place the dependent line above the one it relies on.

Filter View Screenshot
Code View Screenshot

Export:

Once the template is created, you can export the records by clicking on the "Export" button.

All the records will be bundled into a zip file that you can later import.

Import:

Once the zip file is created, you can import it by clicking on the "Import" button.

The import will create the records in the database. If the record already exists, it will be updated.

Import View Screenshot

Contributing:

If you're interested in contributing, please visit the GitHub repository @ github.com/VictorHachard/odoo-modules

Issue:

If you encounter any issues, please visit the GitHub repository issue section @ github.com/VictorHachard/odoo-modules/issues

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Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc.

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