Import Lead from Excel or CSV File

by
Odoo

16.94

v 8.0 v 9.0 v 10.0 v 11.0 v 12.0 Third Party 12
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Required Apps CRM (crm)
Sales Management (sale)
Online Billing (account_voucher)
Technical Name import_lead
LicenseSee License tab
Websitehttps://www.browseinfo.in
Also available in version v 9.0 v 11.0 v 10.0 v 13.0 v 14.0 v 12.0 v 15.0
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Required Apps CRM (crm)
Sales Management (sale)
Online Billing (account_voucher)
Technical Name import_lead
LicenseSee License tab
Websitehttps://www.browseinfo.in
Also available in version v 9.0 v 11.0 v 10.0 v 13.0 v 14.0 v 12.0 v 15.0

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

Features

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 convinience. 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

Create Date
- Lead Create Date.
CUSTOMER
- Customer's 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.

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.


Import Lead Menu

Figure shows the menu for importing data of Leads.


Import Wizard

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


Views

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

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

OR

1.sudo apt-get install python-xlrd

2.sudo apt-get install python-xlwt

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Free Support

You will get 90 Days free support incase 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. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on ticket@browseinfo.in or raise a ticket on support.

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