| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 190 |
| Technical Name |
sr_import_crm_lead |
| License | OPL-1 |
| Website | https://www.sitaramsolutions.in |
| Versions | 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 190 |
| Technical Name |
sr_import_crm_lead |
| License | OPL-1 |
| Website | https://www.sitaramsolutions.in |
| Versions | 16.0 17.0 18.0 |
Import CRM Leads Using Excel and CSV
This Odoo application is designed to simplify the migration and bulk import of CRM Leads. Whether you're transferring data from another system or need to add multiple leads at once, this module provides a seamless solution. It allows you to import CRM Leads into Odoo directly from Excel or CSV files, ensuring efficiency and accuracy in data management.
- Import CRM Leads from Excel/CSV: Easily upload and migrate leads into Odoo from structured Excel or CSV files.
- Bulk Data Insertion: Add multiple leads at once, saving time and effort.
- Error Handling & Validation: Detects and alerts users about missing or incorrect data before import.
- User-Friendly Interface: Simple and intuitive UI for hassle-free data import.
- Supports Custom Fields: Import additional lead details, including custom fields.
- Compatible with Odoo Standard CRM: Works seamlessly with Odooâs default CRM module.
- Free Support: 50 Days Free Support
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.
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 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 .
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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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