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importcontactscustomersportalv14
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Marco Bruno

I need to import and enable access to the customer portal for a large amount of contacts.

In the odoo database I only have customers.

Contacts can be connected only by external id and not by name because they come from another application.
For each customer there will be more related contacts enabled on the portal.

I have no idea how to import contacts, connect them to the customer and enable access to the portal via an import.

Any suggestions?

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Marco Bruno
Author

Doing this operation I have to check each contact.
I have to import hundreds of contacts.

Ermin Trevisan

You are right, as Ray is. I did not remember that.

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Ray Carnes (ray)
Best Answer

This works AFTER you have imported all of your Contacts, if you need help with that, please see https://www.odoo.com/slides/slide/contacts-and-importing-data-609 and https://www.odoo.com/documentation/14.0/applications/general/export_import_data.html


1. Export all of the Contact records representing who you intend to invite (Name, Email, ID field).


2. Update that export by duplicating the Email field (call it Login), adding a "Groups" field and filling in all rows as shown below, and renaming ID to "Related Partner/Database ID" so you have something like:

"Name","Login","Email","Related Partner/Database ID","Groups"
"Ray Carnes","customer@company.com","customer@company.com",10,"User types / Portal"

3. Import this file:



4. After the import, select all newly imported record and from the Action Menu, select SEND PASSWORD RESET INSTRUCTIONS


Test this with a single user in the upload CSV, to make sure you are happy with the Email (which you can edit from the Email Templates Menu).



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