| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 182 |
| Technical Name |
crm_lead_export_xlsx |
| License | OPL-1 |
| Website | https://www.nimmutechnologies.com |
| Versions | 14.0 15.0 16.0 17.0 18.0 |
CRM Lead & Opportunity Excel Export
Export Odoo 18 CRM leads and opportunities to a formatted Excel file with date range and stage filters â in one click.
Standard Odoo CRM export includes all fields and no stage filtering. This module adds a dedicated Export to Excel wizard for CRM leads with customizable date range and stage filters, producing a clean Excel report ready for analysis or sharing.
Standard Odoo CRM export includes all fields and no stage filtering. This module adds a dedicated Export to Excel wizard for CRM leads with customizable date range and stage filters, producing a clean Excel report ready for analysis or sharing.
Who is this for? Sales managers and CRM administrators using Odoo 18 who need to regularly export pipeline data â leads, opportunities, contact details, and stage info â to Excel for reporting, analysis, or handover to other teams. Works on Odoo.sh and On-Premise.
Key Features:
- One-Click Excel Export Export CRM leads and opportunities to Excel directly from the CRM menu in Odoo 18
- Date Range Filter Export leads created or updated within a specific date range for period-based pipeline reporting
- Stage Filter Filter by pipeline stage before exporting â export only qualified leads, proposals, or any specific stage
- Comprehensive Lead Data All key lead fields included: opportunity name, customer, contact, email, phone, city, state, country, salesperson, team, priority, deadline, medium, source, and stage
- Well-Formatted Output Excel file is professionally formatted with proper headers and column styling for immediate use
- Robust Error Handling Handles leads with incomplete data gracefully without breaking the export
How it works:
CRM → Leads / Opportunities
New Export Menu Added in Odoo 18 CRM after module installation:
CRM Lead Export Wizard â Select Date Range and Stage in Odoo 18:
Generated Excel Report of Odoo 18 CRM Leads:
Compatibility
| Odoo Version | 18.0 |
| Editions | Community & Enterprise |
| Platforms | Odoo.sh, On-Premise |
| Odoo Online (SaaS) | Not supported |
Frequently Asked Questions
- Can I export both leads and opportunities together?
- Yes â the export includes all CRM records (leads and opportunities) matching your filters. No separate export is needed for each type.
- Does the export include won and lost opportunities?
- Yes â by default the export includes all stages. Use the stage filter to restrict to active pipeline stages only if needed.
- How many records can it export at once?
- The module handles large exports efficiently. For very large datasets (thousands of records), the export may take a moment longer to generate.
- Is this compatible with Odoo Community edition?
- Yes â compatible with Odoo 18.0 Community and Enterprise on Odoo.sh and On-Premise. Requires the CRM module. Not available for Odoo Online (SaaS).
Contact me for Support, Customization, Implementation:
Website: www.nimmutechnologies.com
Email: subashmca2017@gmail.com
Telegram: https://t.me/Chubbu007
Website: www.nimmutechnologies.com
Email: subashmca2017@gmail.com
Telegram: https://t.me/Chubbu007
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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