| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 152 |
| Technical Name |
nf_crm_excel_import |
| License | OPL-1 |
| Website | http://nextflow.in |
| Versions | 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 152 |
| Technical Name |
nf_crm_excel_import |
| License | OPL-1 |
| Website | http://nextflow.in |
| Versions | 17.0 18.0 19.0 |
CRM Lead From Excel - Odoo CRM Bulk Upload Tool
The Import CRM Lead From Excel Odoo module enables users to import leads or opportunities in bulk using a structured Excel (.xls, .xlsx) file directly into the Odoo CRM module. This tool is designed to eliminate the need for manual data entry, offering a fast, reliable, and error-free lead management solution.
Whether you're migrating from another CRM system or importing data from marketing campaigns, Excel files, or trade show lists - this app is perfect for automating and simplifying your CRM data workflow.
Import Leads or Opportunities from Excel
- Easily upload bulk CRM data using a structured Excel file.
Choose Import Type
- Select whether to import records as Leads or Opportunities.
Auto-create Customers
- Enable the checkbox to automatically create customer records if they don't already exist.
Supports Extensive CRM Fields, including:
- Name, Customer, Company Name
- City, State, Country
- Website, Salesperson, Sales Team
- Contact Name, Email, Job Position
- Phone, Mobile, Tags
- Internal Notes, Campaign, Medium, Source, Referred By, Probability
How can we take support Or Customization Request ?
Please Contact us at support@nextflow.in for Support/Customization.
Can we get Free support ?
Yes, You can get free support for 90 Day's.
This app is working with Odoo Community and Enterprise ?
Yes, can use with Community and Enterprise both.
Download Sample Excel File, Check Customer creation boolean if needed, Choose Import Type, Select File and Import.
Then just click on Import Button and see the notification.
Initial Version 19.0.1 | Initial Released.
Multi Language
Support
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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