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Hello,

My problem is that I want to import all my customers (leads) with an excel sheet. But it is not possible to import them with a Label. I now have given them the label in the notes but I can't mass-assign a label to them. So my question is if it is possible to import with label from excel or to mass assign them a label when they are already imported.

I am using the web version of Odoo

Thanks in advance

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What do you mean by "label"? Isn't it just the subject of a lead?


Hi Ermin,

We mean this label. (please see print screen)





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Op 8 mrt. 2017, om 19:35 heeft Ermin Trevisan <trevi@twanda.com> het volgende geschreven:

What do you mean by "label"? Isn't it just the subject of a lead?

--
Ermin Trevisan


Sent by Odoo S.A. using Odoo.


Best Answer

Hi,

First you have to import all tags used for leads.

1- Activate the developer mode (this how)

2- Go to CRM/Configuration/Leads & Opportunities/Lead Tags

3- Import a file in this format

name
tag_1
tag_2

Now you can use tag name for leads import. Your file should look like

name
type
tag_ids
lead 1 name
Opportunitytag_1,tag_2
lead 2 name
Opportunity

tag_1

Best regards

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Best Answer

I think the best way is to first import the tags in Odoo. 

The tags will get an ID. Click on a tag in the url you will see id=number  or use debug mode and view  the metadata.

Use the Id in your excel file. At the import use tag /database id . 

You can also use the XML ID to do the import. Than you use tag / external id 

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