| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Inventory (stock) • Invoicing (account) • Purchase (purchase) • Discuss (mail) |
| Lines of code | 560 |
| Technical Name |
erpl_all_in_one_basic_import |
| License | LGPL-3 |
| Website | https://erplabz.com |
| Versions | 17.0 18.0 19.0 |
ERP Labz All In One Basic Import
Comprehensive data import solution for Partners, Products, Sales, Purchases, Accounts, and Inventory from CSV and Excel files.
Overview
The ERP Labz All In One Basic Import module provides a unified solution for importing various types of data into Odoo. This module eliminates the need for multiple import tools by offering a single, easy-to-use interface for importing partners, products, sales orders, purchase orders, accounts, and inventory data from CSV or Excel files.
Key Features
- Multiple Import Types: Import Partners, Products, Sales Orders, Purchase Orders, Accounts, and Inventory in one module
- CSV & Excel Support: Import data from both CSV and Excel (XLSX) files
- Flexible Field Mapping: Automatic field mapping with support for common column names
- Header Detection: Option to use first row as headers or auto-generate column names
- Error Handling: Comprehensive error reporting with detailed logs for failed imports
- Import Logging: Track all import activities with success/failure statistics
- User-Friendly Wizard: Simple step-by-step import wizard interface
- Data Validation: Automatic validation of required fields and data types
- Update Existing Records: Automatically updates existing records when duplicates are found
- Bulk Import: Import hundreds or thousands of records in a single operation
Supported Import Types
1. Partners/Contacts Import
Import customer and supplier information including:
- Name, Email, Phone, Mobile
- Address (Street, City, ZIP, Country)
- Company information
- Automatic duplicate detection and update
2. Products Import
Import product information including:
- Product Name, SKU/Code
- Sale Price, Cost Price
- Product Type (Consumable, Storable, Service)
- Product Category
- Automatic product template creation
3. Sales Orders Import
Import sales orders with:
- Customer/Partner information
- Product details
- Quantity and pricing
- Order dates
4. Purchase Orders Import
Import purchase orders with:
- Supplier/Partner information
- Product details
- Quantity and pricing
- Order dates
5. Accounts Import
Import chart of accounts including:
- Account Code and Name
- Account Type
- Company association
6. Inventory/Stock Moves Import
Import stock movements with:
- Source and Destination Locations
- Product information
- Quantities
- Automatic picking creation
How It Works
1. Access the Import Wizard
Navigate to Data Import → Import Data from the main menu to open the import wizard.
2. Select Import Type
Choose the type of data you want to import:
- Partners/Contacts
- Products
- Sales Orders
- Purchase Orders
- Accounts
- Inventory/Stock Moves
3. Upload Your File
Upload your CSV or Excel file. The module supports:
- CSV files: Comma-separated or custom delimiter
- Excel files: XLSX format
- Header row: Option to use first row as column headers
4. Configure Import Settings
Configure import options:
- File type (CSV or Excel)
- First row as header (enabled by default)
- CSV delimiter (for CSV files)
5. Execute Import
Click the Import button to start the import process. The module will:
- Validate the file format
- Map columns to Odoo fields
- Create or update records
- Generate an import log with results
6. Review Import Log
After import, review the import log to see:
- Total records processed
- Successful imports
- Failed imports with error details
- Import date and user information
File Format Guidelines
CSV Format
- Use comma (,) or semicolon (;) as delimiter
- First row should contain column headers (recommended)
- Use UTF-8 encoding for special characters
- Enclose text fields with commas in quotes
Excel Format
- Use XLSX format (not XLS)
- First row should contain column headers (recommended)
- One sheet per import
- Ensure data starts from the first row or second row (if headers enabled)
Column Naming
The module supports flexible column naming. Common field names are automatically recognized:
- Name/name: For partner or product names
- Email/email: For email addresses
- Phone/phone: For phone numbers
- SKU/Code/default_code: For product codes
- Price/price: For pricing information
- And many more...
Benefits
- Save time by importing bulk data instead of manual entry
- Reduce data entry errors with validation and error reporting
- Single module for all import needs - no need for multiple tools
- Track all imports with detailed logging
- Easy to use wizard interface - no technical knowledge required
- Automatic duplicate detection and update
- Support for both CSV and Excel formats
- Comprehensive error reporting for troubleshooting
Technical Details
- Compatible Versions: Odoo 17.0, 18.0, 19.0
- Dependencies: base, contacts, product, sale, purchase, account, stock
- License: LGPL-3
- Python Requirements: xlrd library for Excel support (optional)
Installation Instructions
- Copy the module to your Odoo addons directory
- Update the apps list in Odoo
- Install the module from the Apps menu
- Navigate to Data Import → Import Data to start importing
- (Optional) Install xlrd library for Excel support:
pip install xlrd
Usage Tips
- Always backup your database before performing bulk imports
- Test imports with a small sample file first
- Review the import log after each import to identify any issues
- Ensure required fields are present in your import file
- Use consistent naming conventions for better field mapping
- Check for duplicate records before importing to avoid conflicts
Support
For support, questions, or feature requests, please visit our website at erplabz.com
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