Import Lead/opportunities from Excel or CSV File in odoo
by BrowseInfo https://www.browseinfo.com$ 16.56
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 212 |
| Technical Name |
import_lead |
| License | OPL-1 |
| Website | https://www.browseinfo.com |
| Versions | 9.0 8.0 11.0 10.0 15.0 17.0 12.0 14.0 16.0 13.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 212 |
| Technical Name |
import_lead |
| License | OPL-1 |
| Website | https://www.browseinfo.com |
| Versions | 9.0 8.0 11.0 10.0 15.0 17.0 12.0 14.0 16.0 13.0 |
Leads/Pipeline Import Using CSV or XLS Files Odoo apps
If you have bulk of lead in excel or csv. When you get data of leads from marketing company then don't need to enter them manually on odoo. With using this Odoo apps you can import lead/opportunities quickly on odoo.
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 Contact Name and Created On details on CRM, 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.
Features
Import bulk of leads in onetime.
You are able to import multiple leads at a onetime.
CSV/XLS File Format.
You can import CSV or XLS file both as per as your convenience. In this module sample of import files are given,It is mandatory to use given format to create CSV or XLS file.You need to maintain the column order.Data File Sample
Given below is the sample of import file,It is mandatory to use given format to create CSV or XLS file.
You need to maintain the column order.
- Create Date
- - Lead Create Date.
- CUSTOMER
- - Customer's name for lead.
- Contact Name
- - Contact name for lead.
- Subject
- - Name of lead.
- Function
- - Job Position of contact.
- Street 1
- - Customer's street 1 name for lead.
- Street 2
- - Customer's street 2 name for lead.
- City
- - Customer's city name for lead.
- State
- - Customer's state name for lead.
- Zip
- - Zip code of customer address for lead.
- Country
- - Customer's country name for lead.
- - Email of customer for lead.
- Phone
- - Phone number of customer for lead.
- Sales Team
- - Sales Channel of customer for lead.
- Notes
- - Internal Note of customer for lead.
- Campaign
- - Campaign name for lead.
- Medium
- - Medium name for lead.
- Source Fields
- - Source fields name for lead.
- Tags
- - Tags for lead.
Import Lead Menu
Figure shows the menu for importing data of Leads.
Import Wizard
In this wizard you have to upload properly format of CSV or XLS file which you want to import.
User can download sample file to import lead by enable "Download Sample Files" option and select "Sample Type" as CSV or XLS and click "DOWNLOAD SAMPLE FILE" button on wizard.
Imported Leads View
This is the tree view of leads created from given data file.
Additional Features
It will generate error if you import wrong Sales Team,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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