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How do I import contacts in Odoo 9 CE?

Bruce Letterle
on 5/23/16, 11:30 AM 660 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?


Ray Carnes

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

Senior Odoo Analyst

OpenERP 6.1, 7.0 and Odoo 8.0, 9.0 (Since 2012)

Completed Functional and Technical Training.

Major Skills:

  • Needs Discovery and Requirements Analysis;

  • Function and Technical Specifications;

  • Project Planning;

  • Prototyping and Proof of concepts;

  • Data migration;

  • Configuration & Customization (UI and modules);

  • Integration - data, business logic and service levels;

  • Training and Knowledge transfer;

  • Go Live support;

  • Help desk;

  • Version Migration.

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. 

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: 660 times
Last updated: 5/24/16, 7:22 AM