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Import Contact Data
At Pragmatic, we have developed an app where user can import all the Contact data into Odoo very easily. The app supports both file formats i.e. Excel and CSV. So user can import excel file or csv file directly into Odoo
Simple to use and fast paced operations
Both excel and csv files supportive
For importing Contacts,s
1. 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
- Contact
- VENDOR
- SALESPERSON
- INTERNAL REFERENCE
- Contact PAYMENT TERMS
- VENDOR PAYMENT TERMS
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 user can use the Odoo default sequence number
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 partner
Then Upload required file just by clicking on Upload file button and it’s done
Then Upload required file just by clicking on Upload file button and it’s done