Odoo is the world's easiest all-in-one management software. It includes hundreds of business apps:
CRM | e-Commerce | Accounting | Inventory | PoS | Project management | MRP | etc.
I have more than 1,000 customers imported from a CSV file (including email addresses). I want each of them to send an invitation to use the portal. How to do it?
I found solutions for my problem:
Step 1) Import Customers from CSV
Step 2) Export Customers to CSV, only fields: ID, email
Exported ID = patner_id/id in next step
Step 3) From exported CSV, create new like this:
where 13 is an ID of "base.group_portal" from database
Step 4 ) Import new CSV, model res.user
Important! Invitations will be sent by email while importing!
Its a very simple to send the invitation email to customers with Marketing Module and Mass Mailing Modules in ODOO.
After installing both of them go to marketing module there you can find the Mass Mailing Menu .
Create new mass mail annd select Recipents as Customer . After that you have to create a new template for invitation mail.
Hope that this answer will help you.
Please don't hesitate to ask any question regarding this.
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|Asked: 1/3/15, 9:49 AM|
|Seen: 1455 times|
|Last updated: 3/31/15, 11:28 AM|