Import Contact Advance | Import and Update Contacts from Excel and CSV | Import Contacts/Customer/Vendor
by BROWSEINFO https://www.browseinfo.com/demo-request?app=bi_import_contact_advance&version=18&edition=Community$ 22.94
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 738 |
| Technical Name |
bi_import_contact_advance |
| License | OPL-1 |
| Website | https://www.browseinfo.com/demo-request?app=bi_import_contact_advance&version=18&edition=Community |
| Versions | 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 738 |
| Technical Name |
bi_import_contact_advance |
| License | OPL-1 |
| Website | https://www.browseinfo.com/demo-request?app=bi_import_contact_advance&version=18&edition=Community |
| Versions | 15.0 16.0 17.0 18.0 |
India | 
Malaysia 
Import Contact Advance Odoo App
Bulk Upload & Update Contacts
Excel and CSV Contact Import and Update
Import and Update Customer and Vendor Records
Import Contact Advanced allows users to seamlessly import and update contacts, customers, and vendors in Odoo using Excel or CSV files. This module ensures that newly imported records are accurately created, while existing contacts are automatically updated when changes are reuploaded. It eliminates duplicate entries and maintains data integrity, making bulk data management more efficient. Users can effortlessly modify customer and vendor details, ensuring real-time synchronization of contact information without manual effort. This tool enhances data accuracy and saves time, making contact management in Odoo faster and more reliable.
Import and Update Partner
User are allowed to import partner or update partner.
Import Contact & Address
User are allowed to import contacts and addresses.
CSV/XLS file Supported
User can import CSV or XLS file both as per convenience.
Errors or Warnings
Users can see errors if he/she tries to import wrong salesperson, category etc or wrong data file.
Import and Update Partner
Data File Sample.
Given below is the sample of import file to upload partner,It is mandatory to use given format to create XLS or CSV file.
- Name
- -Name of partner
- Type
- -Type of partner.
- Parent
- -Parent of partner.
- Street
- -Street name of partner's address
- Stree2
- -Street2 name of partner's address
- City
- -City name of partner's address
- State
- -State name of partner's address
- State Code
- -State code of partner's address
- Zip
- -Zip code of partner's address .
- Country
- -Country name of partner.
- Website
- -Website of partner.
- Phone
- -Phone number of partner.
- Mobile
- -Mobile number of partner.
- -Email of partner.
- Customer
- -Set True if partner is customer.
- Vendor
- -Set True if partner is vendor.
- SalesPerson
- -Salesperson for create partner.
- Internal Reference
- -Internal Reference for partner.
- Customer Payment Term
- -Payment term of customer.
- Vendor Payment Term
- -Payment term of vendor.
Import Partner Menu
Figure shows the menu for importing data for create partner or update partner data.
Import Partner Wizard
In this wizard you have to upload properly formatted XLS or CSV file which you want to import for partner.
User can download sample file to import partner by clicking "CSV FILE or EXCEL FILE" button on wizard.
Created Partners View
Figure shows the partner created from given data file.
Update Partner Wizard
When you want to update partner data then select "Update Partner" data.
User can download sample file to update partner by clicking "CSV FILE or EXCEL FILE" button on wizard.
Kanban view of Partner After Update Partner Data
User can see the partner's details should be replaced with existing one.
Import Contact & Address
Data File Sample.
Given below is the sample of import file to upload contact,It is mandatory to use given format to create XLS or CSV file.
- Parent
- -Parent of contact.
- Type
- -Type of contact's address.
- Contact Name
- -Name of contact.
- Title
- -Title of contact.
- Job Position
- -Job position of contact.
- Street
- -Street name of contact's address
- Street 2
- -Street 2 name of contact's address
- City
- -City name of contact's address
- State
- -State name of contact's address
- Zip
- -Zip code of contact's address .
- Country
- -Country name of contact.
- -Email of contact.
- Phone
- -Phone number of contact.
- Mobile
- -Mobile number of contact.
- Internal Notes
- -Internal notes of contact.
Import Contact & Address Menu
Figure shows the menu for importing data for create contact and address.
Import Contact and Address Wizard
In this wizard you have to upload properly formatted XLS or CSV file which you want to import for contact.
User can download sample file to import partner by clicking "CSV FILE or EXCEL FILE" button on wizard.
Created Contacts & Addresses View
Figure shows the contacts and addresses created from given data file.
Additional Features
It will generate error if you select type as company and give parent,which is shown in figure.
It will generate error if you don't select salesperson as Administrator,which is shown in figure.
It will generate error if entered country name does not exist in the system, which is shown in figure.
It will generate error if entered child partner already exist in the system, 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
Version : 18.0.0.0
04 April 2025
Initial release of the app.
Can I Use this module with Odoo Online ?
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The module I bought doesn't work, What should I do ?
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At Browseinfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part.
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+91-6351620270
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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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