Good to know...
You can import contacts, orders, supplier pricelists, selling pricelists, bank statements, products, and many others, but before you begin, make sure that:
the resulting file to the import is the format .csv (comma separated value)
the resulting file is saved in unicode 8 (ITF-8) pro the right name coding
if you import dates, the format is YYYY-MM-DD HH:MM:SS
The importer is not suitable for the import of the higher amount of data (for more than 1000 lines), for such an import, you need to choose a more suitable way of import.
Data preparationWith import, you can fill every field that can be filled manually; however, some types of fields (especially relational field) causes the lack of clarity of the result document and complicate the whole import process.
If you need to import a coupling field, we recommend you to split those imports into several steps. For updates, you can use an extern ID.
For the import purpose, the extern ID works as a record identifier from an unfamiliar system.With the help of an extern ID, the records can be updated. If the extern ID is not set during import, the system automatically assigns its own generated extern ID. For the extern ID, any sign of the English alphabet, number, underscore, minus sigh and space can be used (we recommend to switch from space to underscore).
Product and variations Import
Make the product and variation import in the product tab.
Name - the mane of the product
Type - a type of the product (possible variations are a product, consumable, service)
Internal reference - internal marking of the product card
Internal Category - internal category of the product
Sale Price - base price
Cost - purchase price
Product Attributes / Attribute - attribute for the creation of product variations
Product Attributes / Attribute Values - attribute values
Products / Reference - variant intern reference of the product variantion
Products / Barcode - bar code
Products / Attributes - the value of the attribute for the given variation
Make sure that you are in the list view mode.
If you don´t see the import button after switching into the view mode, you don´t own the right got the given model, or the data import is forbidden.
Click on the IMPORT button and upload the given file.
Click on "CSV Format Options" can set the coding of the content and value separator.
Make sure that all attributes of the file are set on the right value. If you don´t want to import a given attribute, set „don´t import“ with the cross.
Before the import itself, we recommend you to make the data validation. If the data is ok, you can import them with the import button.
Data inconsistency or wrong values are marked by an error message.
I cannot find the field I want to map my column to ...
Odoo tries to find with some heuristic, based on the first ten lines of the files, the type of field for each column inside your file. For example if you have a column only containing numbers, only the fields that are of type Integer will be displayed for you to choose from. While this behavior might be good and easy for most cases, it is also possible that it goes wrong or that you want to map your column to a field that is not proposed by default.
If that happens, you just have to check the ** Show fields of relation fields (advanced)** option, you will then be able to choose from the complete list of fields for each column.
Can I import numbers with currency sign (€;$)?
* Odoo also automatically detect which thousand/decimal separator you use (you can change those under options).
Examples of supported numbers (using thirty-two thousands as an example):
Example that will not work:
Can I import several times the same record?
If you import a file that contains one of the column "External ID" or "Database ID", records that have already been imported will be modified instead of being created.
This is very usefull as it allows you to import several times the same CSV file while having made some changes in between two imports. Odoo will take care of creating or modifying each record depending if it's new or not.
What happens if I do not provide a value for a specific field?
Jestli jste narazili na nějaký zádrhel, který se Vám nepodařil vyřešit, tak nám dejte vědět.
Pomůžeme Vám jej rozlousknout.