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All in one import data in odoo

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Odoo

$ 58.34

v 16.0 Third Party
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Odoo.sh
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Odoo Apps Dependencies • Attendances (hr_attendance)
• CRM (crm)
• Inventory (stock)
• Invoicing (account)
• Manufacturing (mrp)
• Project (project)
• Purchase (purchase)
• Sales (sale_management)
• Employees (hr)
• Discuss (mail)
• Calendar (calendar)
• Contacts (contacts)
Lines of code 3095
Technical Name sr_all_in_one_imports
LicenseOPL-1
Websitehttps://www.sitaramsolutions.in
Versions 16.0 17.0 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Attendances (hr_attendance)
• CRM (crm)
• Inventory (stock)
• Invoicing (account)
• Manufacturing (mrp)
• Project (project)
• Purchase (purchase)
• Sales (sale_management)
• Employees (hr)
• Discuss (mail)
• Calendar (calendar)
• Contacts (contacts)
Lines of code 3095
Technical Name sr_all_in_one_imports
LicenseOPL-1
Websitehttps://www.sitaramsolutions.in
Versions 16.0 17.0 18.0
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Supported Edition: Community Enterprise Odoo SH

All-in-One Import Data in Odoo

Easily Import All Your Business Data into Odoo Using Excel or CSV

The All-in-One Import Data app for Odoo helps you quickly and easily add large amounts of business data into your Odoo system—without having to enter everything manually. Whether you're moving from another system or handling a lot of daily records, this app saves your time and reduces errors by allowing you to import everything in just a few clicks.

This single app supports importing many types of records such as stock transfers (internal, receipts, and deliveries), sales pricelists, sales orders, purchase orders, customer invoices, vendor bills, journal entries, CRM leads, chart of accounts, bills of materials, inventory adjustments, projects, tasks, and even employee attendance records from fingerprint or RFID machines. It also includes importing customer, vendor, and product data—all within one easy-to-use module.

To keep things simple, we’ve provided predefined Excel and CSV templates for each type of data. You don’t need to create your own format or worry about matching fields. Just download the template, fill in your data, and upload the file through this app. It ensures the structure is always correct, which helps avoid mistakes and makes the import process smooth.

If you have hundreds or thousands of records—like sales orders, purchase orders, invoices, or bills—typing them manually into Odoo would take a lot of time and effort. This app lets you upload everything in bulk, saving hours of work. The same goes for order lines: if your documents include many product lines, you can import them all at once instead of entering each line manually.

Overall, the All-in-One Import Data app is designed to make your data migration and bulk import tasks easier, faster, and more accurate. It’s perfect for businesses switching to Odoo or managing high volumes of data daily. With this app, there’s no need for manual entry or multiple tools—just fill in the file and upload.

Website

www.sitaramsolutions.in

Mobile

+91 74050-30365

Gmail

info@sitaramsolutions.in
QR
Import Sales Quotation
Import Request for Quotation
Import Invoices
Import Attendance
Import Bills of Materials
Import Chart of Accounts
Import CRM Leads
Import Inventory Adjustment
Import Journal Entries
Import Order Lines
Import Partners and Products
Import Projects
Import Projects Task
Import Sales Pricelists
Import Stock Transfer
Module Features
  • Supports both Excel and CSV file formats for data import.
  • Simple and intuitive user interface for a hassle-free import process.
  • Efficient in handling and importing large volumes of data.
  • Detects and alerts users about missing or incorrect data before the import, helping prevent errors.
  • Works seamlessly with Odoo’s default Accounting, Inventory, Sales, Purchase, CRM, Manufacturing, Project, and Attendance modules.
  • Import and update records of partners (customers and vendors).
  • Option to import partners using customer/vendor name or internal reference.
  • Only customer and vendor records can be updated—other models support creation only.
  • Bulk import products into Odoo.
  • Import products using product name, internal reference, barcode, or product code.
  • Import quotations and sales orders.
  • Supports import using product name, internal reference, barcode, or product code.
  • Option to use custom sequence or Odoo's default system-generated sequence for quotations and sales orders.
  • Supports importing sales order lines using different configurations.
  • Import purchase quotations (RFQs) and purchase orders (POs).
  • Supports import using product name, internal reference, barcode, or product code.
  • Option to import using vendor name or vendor internal reference.
  • Option to use custom sequence or Odoo's default system-generated sequence.
  • Supports importing RFQ/PO order lines using different configurations.
  • Import customer invoices, vendor bills, customer credit notes, and vendor credit notes.
  • Supports import using product name, internal reference, barcode, or product code.
  • Option to choose draft or posted (open) state during import.
  • Allows setting sequence as custom or default system sequence.
  • Can import based on customer/vendor name or internal reference.
  • Account for invoice lines can be imported directly from the Excel/CSV file or automatically taken from the product configuration.
  • Supports importing invoice and bill order lines with multiple configurations.
  • Import stock transfers including internal transfers, incoming receipts, and outgoing deliveries.
  • Allows importing multiple stock transfer records at once from structured Excel or CSV files.
  • Import and manage inventory adjustments by uploading product data in bulk.
  • Import bills of materials (BoM) from structured Excel or CSV files.
  • Supports adding multiple BoMs at once for faster data entry.
  • Import CRM leads in bulk to save time and reduce manual entry.
  • Import journal entries from Excel or CSV files.
  • Supports adding multiple journal entries at once for ease of accounting.
  • Import project records from structured Excel or CSV files.
  • Supports creating multiple projects at once.
  • Import project tasks in bulk.
  • Supports structured data import for quick and efficient task creation.
  • Import sales pricelists.
  • Allows importing multiple pricelist entries in a single upload.
  • Import employee attendance from biometric devices (such as fingerprint or RFID machines) using Excel or CSV files.
  • Supports importing attendance using employee name or badge number.
  • Import chart of accounts in bulk for easy setup of a custom accounting structure.

Import Quotations/Sales Order Using Excel Or CSV file

Sample Excel/CSV File For Import Quotations/Sales Order By Product Code

Sample Excel/CSV File For Import Quotations/Sales Order By Product Barcode

Import Sales Order Menu.

Click on import Sales Order, It will open one popup where you can configure quotation stage, sequence option, import product by, etc...

State will be draft if you will select quotation stage as "Draft Quotation".

Sequence Number will be followed by Excel/CSV Number If you will select sequence option as "Use sequence from Excel/CSV".

Sequence Number will be followed by Default system sequence Number If you will select sequence option as "Use Default Sequence".

State will be confirmed if you will select Quotation stage as "Confirm quotation automatically when import".

You will get warning when Product Name is not available in system.

You will get warning when Product Code is not available in system.

You will get warning when Product Barcode is not available in system.

You will get warning when Salesperson is not available in system.

You will get warning when Unit of Measure is not available in system.

You will get warning when Pricelist is not available in system.

If you will click on Import button, It will import all data from Excel/CSV.

Import Request for Quotations and Purchase Orders Using Excel Or CSV

Sample Excel/CSV File For Import RFQ/PO

Import Purchase Order Menu.

Click on import Purchase, It will open one popup where you can configure as per your EXCEL/CSV .

Tree view with draft status and custom sequence option.

Tree view with Confirm status and Default system sequence option

You will get warning when Product is not available in system.

You will get warning when vendor is not available in system.

You will get warning when Unit of Measure is not available in system.

You will get warning when Currency is not available in system.

You will get warning when Company is not available in system.

You will get warning when Tax is not available in system.

Import Invoices/Vendor Bills/Customer Refunds/Vendor Refunds Using Excel Or CSV file

Sample Excel/CSV File For Import Invoices/Vendor Bills/Customer Refunds/Vendor Refunds

Import invoice Menu.

Click on import invoice, It will open one popup where you can configure.

Tree view - If you will click on Import button, It will import all data from Excel/CSV based on wizard configuration.

Form view - If you will click on Import button, It will import all data from Excel/CSV based on wizard configuration.

You will get warning when Product Name is not available in system.

You will get warning when Customer is not available in system.

You will get warning when account is not available in system.

You will get warning when Salesperson is not available in system.

You will get warning when Unit of Measure is not available in system.

Import Bills of Materials (BOM) Using Excel and CSV

Sample Excel and CSV File.

Import Bills of Materials (BOM) Menu.

Click on the Import Bills of Materials (BOM) menu to open a popup, where you can select the file type, Import Product by and upload your file.

Click on the Import button to import all data from the Excel/CSV file into the system.

A warning message will appear if the system does not find the subcontractor.

A warning message will appear if the system does not find the Product.

A warning message will appear if the system does not find the Unit Of Measures.

Import CRM Leads Using Excel and CSV

Sample Excel and CSV File.

Import CRM Lead Menu.

Click on the Import CRM Leads menu to open a popup, where you can select the file type and upload your file.

Import button to import all data from the Excel/CSV file into the system.

A warning message will appear if the system does not find the customer .

A warning message will appear if the system does not find the country .

A warning message will appear if the system does not find the medium .

A warning message will appear if the system does not find the source .

A warning message will appear if the system does not find the state .

A warning message will appear if the system does not find the sales person .

A warning message will appear if the system does not find the sales team .

Import Inventory Adjustment Using Excel Or CSV file

Sample Excel/CSV File For Import Inventory Adjustments

Import Inventory Adjustments Menu.

Click on import Inventory Adjustments, It will open one popup where you can configure.

Tree view - Imported Inventory Adjustments

Form view - Imported Inventory Adjustments

Import Journal Entries Using Excel and CSV

Sample Excel and CSV File.

Import Journal Entry Menu.

Click on the Import Journal Entry menu to open a popup, where you can select the file type, Journal Entry Status and upload your file.

Click on the Import button to import all data from the Excel/CSV file into the system.

A warning message will appear if the system does not find the customer.

A warning message will appear if the system does not find the journal.

A warning message will appear if the system does not find the account.

A warning message will appear if the system does not find the currency.

Import Sales Quotation Order Line using Excel and CSV file

Sample Excel File

You can see these 2 product descriptions.

You can see "Import Order Lines" button in sales order.

Once you click on "Import order Lines" button, it will open one popup where you will get different configuration like file type, import product by, use product details options.

use product details options 1: Use product details from Excel/CSV - It will fetch all the details from Excel/CSV.

Here, You can see imported sales quotation lines based on above configuration

Use product details options 2: Use product details from Product Configurations - It will fetch Description, Unit of Measure, Price, and Taxes from Product Configuration.

Here, You can see imported sales quotation lines based on above configuration

Import Purchase Quotation (RFQ) Order Line using Excel and CSV file

Sample Excel File

You can see these 2 product descriptions.

You can see "Import Order Lines" button in Purchase Order.

Once you click on "Import order Lines" button, it will open one popup where you will get different configuration like file type, import product by, use product details options.

use product details options 1: Use product details from Excel/CSV - It will fetch all the details from Excel/CSV.

Here, You can see imported Purchase quotation lines based on above configuration

Use product details options 2: Use product details from Product Configurations - It will fetch Description, Unit of Measure, Price, and Taxes from Product Configuration.

Here, You can see imported purchase quotation lines based on above configuration

Import Customer Invoices/Vendor Bills Lines using Excel and CSV file

Sample Excel File

You can see "Import Lines" button in Customer Invoice and Vendor Bills.

Once you click on "Import Lines" button, it will open one popup where you will get different configuration like file type, import product by, use product details options.

use product details options 1: Use product details from Excel/CSV - It will fetch all the details from Excel/CSV.

Here, You can see imported lines based on above configuration.

Use product details options 2: Use product details from Product Configurations - It will fetch Description, Account, Unit of Measure, Price, and Taxes from Product Configuration.

Here, You can see imported lines based on above configuration.

If product is not available in system then you will face this warning.

If Unit of Measure is not available in system then you will face this warning.

If Taxes is not available in system then you will face this warning.

Import Attendance from Excel and CSV

Sample excel/CSV file for import attendance by employee name.

Sample excel/CSV file for import attendance by employee badge.

Import attendance menu.

Import attendance wizard where you can configure like file type and employee name or badge etc.

You can see imported attendance data.

Import Chart of Accounts from Excel and CSV

Sample Excel/CSV File For Import Chart of Accounts.

Import Chart of Accounts Menu.

Click on Import Chart of Accounts Menu, It will open one popup.

Tree view: Imported Chart of Accounts.

Form view: Imported Chart of Accounts.

You will get warning when user type not available in system

You will get warning when tags not available in system.

You will get warning when tax not available in system.

You will get warning when company not available in system.

You will get warning when currency is not available in system.

Import Partners(Customers and Vendors) Using Excel and CSV

Sample Excel/CSV File.

Import Partner Menu.

Click on import partner, It will open one popup.

Click on import button, It will import all the data from excel/CSV to System.

You will get warning when state is not available in system.

You will get warning when Country is not available in system.

You will get warning when Salesperson is not available in system.

You will get warning when You try to update record which is not available in system.

Import Products Using Excel and CSV

Sample Excel/CSV File.

Import Product Menu.

Click on import product, It will open one popup.

Click on import button, It will import all the data from excel/CSV to System.

Import Projects Using Excel and CSV

Sample Excel/CSV File.

Import Project Menu.

Click on the Import Projects menu to open a popup, where you can select the file type, and upload your file.

Click on the Import button to import all data from the Excel/CSV file into the system.

A warning message will appear if the system does not find the customer.

A warning message will appear if the system does not find the Project Manager.

A warning message will appear if the system does not find the tags.

Import Project Tasks Using Excel and CSV

Sample Excel and CSV File.

Import Project Tasks Menu.

Click on the Import Project Tasks menu to open a popup, where you can select the file type, and upload your file.

Click on the Import button to import all data from the Excel/CSV file into the system.

A warning message will appear if the system does not find the parent task.

A warning message will appear if the system does not find the Project.

A warning message will appear if the system does not find the tags.

A warning message will appear if the system does not find the assignee.

Import Sales Pricelists Using Excel and CSV

Sample Excel and CSV File.

Import Sales Pricelists Menu.

Click on the Import Sales Pricelists menu to open a popup, where you can select the file type, Import type, import product by, and upload your file.

Click on the Import button to import all data from the Excel/CSV file into the system.

A warning message will appear if you does not insert product code.

A warning message will appear if you does not insert product name.

A warning message will appear if the system does not find the Country Group.

A warning message will appear if the system does not find the Currency.

A warning message will appear if the system does not find the SKU (Product Code).

Import Stock Transfer (Internal, Receipts, and Deliveries) Using Excel and CSV

Sample Excel and CSV File.

Import Stock Picking Menu.

Click on the import stock picking menu to open a popup, where you can select the file type, picking type, sequence options, picking stage, Import Product By, and upload your file.

The picking type you choose determines location options: "Receipts" allows selecting a destination location, "Deliveries" enables selecting a source location, and "Internal" requires both source and destination locations.

Click on the Import button to import all data from the Excel/CSV file into the system.

A warning message will appear if the system does not find the product.

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