At Pragmatic, we have developed apps where user can import multiple data into Odoo very easily.
The app supports both file formats i.e. Excel and CSV. This makes it easy for the user to import data into the system
Following data can be imported in Odoo from Excel/CSV file.
- Customer data
- Supplier data
- Product data
- Sale order data
- Purchase order data
- Invoice data
- Bill of Materials data
- Accounts data
- Journal entry data
- Bank Statements data
- Inventory info
- Picking info
- Payment info
Import Contact Data
For importing Contacts,
Go to Sales app-> Orders->Import Partners
2. After clicking on Import Partner, user will see a new window as shown below
In this window, user can select the type of the file i.e. CSV or XLS file.
In CSV/Excel file user can insert following data fields:-
- NAME [Mandatory field]
- TYPE
- PARENT
- STREET
- STREET 2
- CITY
- STATE ZIP
- COUNTRY
- WEBSITE
- PHONE
- MOBILE
- Contact
- VENDOR
- SALESPERSON
- INTERNAL REFERENCE
- Contact PAYMENT TERMS
- VENDOR PAYMENT TERMS
3. Operation type.
- If user want to create new Contacts in Odoo then select Create partner
- If user want to update existing Contacts in Odoo then select Update parter
Then Upload required file just by clicking on Upload file button and it’s done.
After uploading the file user can see the Contact details have been imported to Odoo as follows
Import Invoices Data
For importing Invoices,
1. Go to Invoicing app-> Customers->Import Invoices
2. After clicking on Import Invoices you will see a new window as shown below.
A. In above window you can select the type of the file i.e. CSV or XLS file.
b.Choice:-
Select Customer for creating customer invoices.
Select Supplier for creating supplier invoices
C.Invoice Stage available:-
- Import Invoices in Draft Stage
- If you want to automatically confirm the purchase order after importing then please select this option.
D. Select Account:-
There are two options:-
- Select Odoo default account from product configuration. If you select this option don’t add account numbers in CSV/Excel.
- Use account numbers in CSV. If you select this option add account numbers in CSV/Excel file.
In CSV/Excel file you can insert following data fields:-
- INVOICE ID NUMBER
- PARTNER [Mandatory field]
- PRICELIST
- PRODUCT [Mandatory field]
- QUANTITY [Mandatory field]
- UOM [Mandatory field]
- DESCRIPTION
- PRICE [Mandatory field]
- CURRENCY
- TAX
- DATE [Mandatory field]
E. Then Upload required file just by clicking on Upload file butto
F. Sequence Available :-
- You can use the sequence number available in Excel/CSV file
- Or you can use the Odoo default sequence numbers.
After uploading the file, you can see the invoices details have been imported to Odoo as follows.
It is very simple to use and operations are fast paced.
Import Product Data
For importing product
1. Go to Sales app-> Orders->Import Products
2. After clicking on Import Product, user will see a new window as shown belo
In this window, user can select the type of the file i.e. CSV or XLS file
In CSV/Excel file user can insert following data fields:-
- NAME [Mandatory field]
- INTERNAL REFERENCE
- CATEGORY [Mandatory field]
- TYPE [Mandatory field]
- BARCODE
- UOM [Mandatory field]
- PURCHASE UOM [Mandatory field]
- SALE PRICE [Mandatory field]
- COST PRICE
- WEIGHT
- VOLUME
3. Operation type.
- If user want to create new products in Odoo then select Create product
- If user want to update existing products in Odoo then select Update product
Then Upload required file just by clicking on Upload file button and it’s done.
After uploading the file user can see the product details have been imported to odoo as follows.
Import Sale Order Data
For importing sale orders,
1. Go to Sales app-> Orders->Import Sale Order
2. After clicking on Import Sale order you will see a new window as shown below.
In this window you can select the type of the file i.e. CSV or XLS file.
In CSV/Excel file you can insert following data fields:-
- ORDER NUMBER
- CUSTOMER [Mandatory field]
- PRICELIST
- PRODUCT [Mandatory field]
- QUANTITY [Mandatory field]
- UOM [Mandatory field]
- DESCRIPTION
- PRICE [Mandatory field]
- SALESPERSON
- TAX
- DATE [Mandatory field]
3. Quotation State available:-
- Import Quotation in Draft Stage
- If you want to automatically confirm the quotation after importing then please select this option.
4. Then Upload required file just by clicking on Upload file button
5. Sequence Available :-
- You can use the sequence number available in Excel/CSV file
- Or you can use the Odoo default sequence number
After uploading the file you can see the sale order details have been imported to Odoo as follows.
It is very simple to use and operations are fast paced. Similarly other objects such as Purchase order data, Invoice data, Bill of Materials data, Accounts data, Journal entry data, Bank Statements data, Inventory info, Picking info and Payment info can be imported in Odoo with the help of the apps developed at Pragmatic.
