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How do I import contacts in Odoo 9 CE?

By
Bruce Letterle
on 5/23/16, 11:30 AM 729 views

I imported my organizations fairly easily, but cannot seem to figure out how to import the people and connect them to the organizations. I keep getting different validation errors trying different fields to use. I do not want to have to lookup the organization id numbers for every contact and manually put them in the CSV. Is there something I'm missing? Has anyone written up a procedure for this?

1

Ray Carnes

--Ray Carnes--
16009
| 9 7 9
Greater Los Angeles, United States
--Ray Carnes--

Senior Odoo Analyst

OpenERP 6.1, 7.0; Odoo 8.0, 9.0, 10.0.

Completed Odoo Functional and Technical Training.

Major Skills:

  • User Needs and GAP Analysis;

  • Functional and Technical Design;

  • Prototyping and Proof of Concepts;

  • Requirements Specifications;

  • Agile Implementation;

  • Data Migration;

  • Configuration & Customization (UI and code);

  • Integration - Odoo and non Odoo Applications and Services;

  • Training and Knowledge Transfer;

  • Go Live Support;

  • Helpdesk;

  • Version Upgrades and Migration.

  • Accounting Expert.

I have over 20 years of experience empowering and enabling users with enterprise information systems that make a real and measurable difference in their ability to proactively manage their businesses and organizations. 

I am a skilled Communicator and I only take the serious things seriously!

Ray Carnes
On 5/23/16, 2:05 PM

Use the template Odoo provides:


The Sales Implementation Guide is available via the Settings Dashboard.

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Asked: 5/23/16, 11:30 AM
Seen: 729 times
Last updated: 5/24/16, 7:22 AM