$ 114.49
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Purchase (purchase)
• Sales (sale_management) • Invoicing (account) • Discuss (mail) |
| Lines of code | 801 |
| Technical Name |
dynamic_import_records_from_email |
| License | OPL-1 |
| Website | https://www.vrajatechnologies.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Purchase (purchase)
• Sales (sale_management) • Invoicing (account) • Discuss (mail) |
| Lines of code | 801 |
| Technical Name |
dynamic_import_records_from_email |
| License | OPL-1 |
| Website | https://www.vrajatechnologies.com |
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Enterprise Community Odoo.sh
Dynamic Import Records From Email
Automates record creation in Odoo from email attachments (Excel/CSV) with dynamic model mapping. This module automates the processing of incoming emails with Excel or CSV attachments. It searches for unread emails from specific partner email addresses, parses and extracts attachments from emails (it supports .xlsx and .csv files), and dynamically creates records in the configured Odoo model.
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Features
Process
FAQs
This module automates the processing of incoming emails with Excel or CSV attachments.
Searches for unread emails from specific partner email addresses.
Parses and extracts attachments from emails (supports .xlsx and .csv files).
Dynamically creates records in the configured Odoo model.
Upon installing the application, you can see the 'Dynamic Import Record Email' menu.
Configuration Of Mapping Table.
You need to map fields of Odoo with CSV columns.
Fields explanations:
Select Model in which you want to import records => You need to select Odoo model in which you want to create records.
Search record from this value => Set Column Alphabet (From A-Z), from this value check existing record available or not. To avoid duplication of records in Odoo this must be needed.
Main Table => You need to enable this option if your configuration is main, for example if you want to add a sale order record then for the sale order model you need to create configuration record with main table enable & you need to create sale order line configuration separately without main table enable.
CSV file column name => You need to enter the Alphabet (From A-Z), for which CSV column you need to map the Odoo field.
Selected Model Fields => Select field of selected model in which you want to add value.
Field to search for M2O => This field is not required, if you choose Many2one field for mapping then you have an option to set the inner field of that Many2one model. It helps you to search records based on that field or else search with the name field of the Many2one model.
Use first row as a header => If you use Heading/Header in CSV file.
Incoming Mail Server => You have to select the incoming mail server here. This is the server where you will receive the mails.
Email Address ',' Separated => You have to enter the email address you want to read from mail server.
Sub Table => For One2Many field you have to select a sub table in which there is a separate configuration available for One2Many field/model. (In sub table there is the same concept to follow, the only difference is in that table you don’t need to enable Main table & also not required to enter Search record from this value, so it will create duplicate One2Many records from CSV & if you select then it will update existing record.)
Upon creating the Schedule Action you can see the smart button.
This is the created Schedule Action.
This is sub table for order lines that you have to configure.
This is your incoming mail server that you have to configure in odoo.
The Sale record is created from the attached file of mail. You can also view the file from which this record is created.
You can view the logs inside the Dynamic Import Record menu.
I need an extra customisation in this application, how can I get it?
- Yes, you can contact us on support@vrajatechnologies.com or can schedule a DEMO with our team to customize additional features.
Is the application compatible with Odoo Enterprise and Community?
- Yes, this application module is supported by both. It is also compatible with test and production environments.
Do I get free upgrades and support if I purchase this application?
- We provide free support for the first 90 days following the purchase date.
Is technical knowledge required to set up the integration?
- While some technical understanding may be helpful, the integration is designed to be user-friendly. Detailed documentation and support may be provided to aid in the setup process.
Is this free customisation and implementation?
- Our team has produced a support video that guides you through the implementation process step by step. If you encounter any issues, please feel free to contact us for assistance.
Submit a Support Ticket
If you encounter any issues while using our app that are caused by the app itself, we offer complimentary support for 90 days from the date of purchase.
To create a support ticket, please register via the Vraja Technologies Support Email and provide the necessary details so we can assist you in resolving the issue.
Email Us
support@vrajatechnologies.com
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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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