| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 425 |
| Technical Name |
import_step_contacts |
| License | AGPL-3 |
| Website | https://github.com/tawasta/server-tools |
Import Step: Contacts
Adds a Partners import step for the import_core framework.
This module registers a step with code partner and implements the corresponding runner generic.import.runner.partner.
The step:
- Creates new partners
- Finds existing partners using search fields
- Supports child contacts via the CSV column Tyyppi=child
Configuration
Install:
- import_core
- contacts
- this module
Go to:
Imports → Templates
Add the step:
- Partners
Create field mappings for model:
- res.partner
Mark one or more fields as Is search field if you want to search for existing partners before creating new ones.
Usage
Basic partner import
- Map CSV columns to res.partner fields.
- If search fields are defined and a matching partner is found, that partner is reused.
- If no match is found, a new partner is created.
- The field name is required when creating a new partner.
Child contacts
If the CSV column Tyyppi equals child (case-insensitive):
- The row is treated as a child contact.
- The child is linked to the latest previously processed main partner using parent_id.
- If no main partner exists before a child row, a user-friendly error is raised.
Child rows do not execute remaining steps for that row.
Known issues / Roadmap
- No automatic update of existing partners (search only reuses record).
- No advanced normalization or validation beyond basic checks.
Credits
Contributors
- Valtteri Lattu <valtteri.lattu@tawasta.fi>
Maintainer
This module is maintained by Oy Tawasta OS Technologies Ltd.
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