Import Lead/opportunities from Excel or CSV File in odoo

$ 17.12

v 18.0 Third Party 20

Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• CRM (crm) • Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account)
Lines of code	212
Technical Name	`import_lead`
License	OPL-1
Website	https://www.browseinfo.com/demo-request?app=import_lead&version=18&edition=Community
Versions	8.0 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0

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Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• CRM (crm) • Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account)
Lines of code	212
Technical Name	`import_lead`
License	OPL-1
Website	https://www.browseinfo.com/demo-request?app=import_lead&version=18&edition=Community
Versions	8.0 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0

Description
License

India |

Malaysia

"Buy from a reliable author: Odoo Gold Partner, publishing apps since version 8"

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Leads/Pipeline Import Using CSV or XLS Files Odoo apps

If you have bulk of lead in excel or csv. When you get data of leads from marketing company then don't need to enter them manually on odoo. With using this Odoo apps you can import lead/opportunities quickly on odoo.

If you want to import extra fields from default odoo apart from our sample files, we will add those on our import module without any extra cost. You can purchase our module and contact us on sales@browseinfo.in e.,g If you want to add Contact Name and Created On details on CRM, we will add without any cost

DEMO REQUEST

VIDEO TUTORIAL

DEMO REQUEST

VIDEO TUTORIAL

Import bulk of leads in onetime.

You are able to import multiple leads at a onetime.

CSV/XLS File Format

You can import CSV or XLS file both as per as your convenience. In this module sample of import files are given,It is mandatory to use given format to create CSV or XLS file.You need to maintain the column order.

Data File Sample

Given below is the sample of import file,It is mandatory to use given format to create CSV or XLS file.

You need to maintain the column order.

Create Date: - Lead Create Date.
CUSTOMER: - Customer name for lead.
Contact Name: - Contact name for lead.
Subject: - Name of lead.
Function: - Job Position of contact.
Street 1: - Customer's street 1 name for lead.
Street 2: - Customer's street 2 name for lead.
City: - Customer's city name for lead.
State: - Customer's state name for lead.
Zip: - Zip code of customer address for lead.
Country: - Customer's country name for lead.
Email: - Email of customer for lead.
Phone: - Phone number of customer for lead.
Sales Team: - Sales Channel of customer for lead.
Notes: - Internal Note of customer for lead.
Campaign: - Campaign name for lead.
Medium: - Medium name for lead.
Source Fields: - Source fields name for lead.
Tags: - Tags for lead.

Import Lead Menu

Figure shows the menu for importing data of Leads.

Import Wizard

In this wizard you have to upload properly format of CSV or XLS file which you want to import.

User can download sample file to import lead by enable "Download Sample Files" option and select "Sample Type" as CSV or XLS and click "DOWNLOAD SAMPLE FILE" button on wizard.

Imported Leads View

This is the tree view of leads created from given data file.

Additional Features

It will generate error if you import wrong Sales Team,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

1.sudo apt-get install python-xlrd

2.sudo apt-get install python-xlwt

Version : `18.0.0.0`
08 November 2024

Initial release of the app.

Can I Use this module with Odoo Online ?

This Odoo app can not be used with Odoo Online (SaaS).

Do I got free support when I buy an App ?

Yes, 60 Days Free Support Is provided with module in case any bug or issue with module.

Do I have to buy module for each version ?

Yes, Starting version 13.0, Every version of the module is sold separately.

How can I install the module I bought ?

You need to copy paste the module that is inside the zip file to your addons folder. If you are installing the module into an existing database, you need to enable the Technical Features to click on Apps > Update Modules List. Your new module will now appear in the list of modules that you can install.

The module I bought doesn't work, What should I do ?

Please raise your ticket to use on ticket@browseinfo.in We will back to you shortly.

Get Support, For Free!

60 Days Free Support

In case any bugs or issue (Except data recovery)

At Browseinfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part.

Have Any Question ?

+91-6351620270

Write Email

Sales : sales@browseinfo.in
Support : ticket@browseinfo.in

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Multi Language Translation Available

We have added Translation using google translate for English (US), Arabic, French / FranÃ§ais, Spanish / EspaÃ±ol and Dutch / Nederlands, if you want to change translation terms or add new translation provide us translation, we will add that without any cost.

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Explore comprehensive Odoo solutions with our expert team at Browseinfo. As your trusted Odoo Gold Partner, we provide top-tier services including Odoo customization, development, migration, implementation, training, and ongoing support.

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