I'd like to import my database of contacts in OpenERP, how can I do it? My current database is in Ms SQL, but I can easily convert the tables into CSV files if it's required.
There are different methods to import data according to your needs:
- web-services: if your data must processed before being uploaded to OpenERP, you may have to write a script (or use an ETL) and import your data through the web-service API
- SQL: you can still create your records directly in PostgreSQL but this method is not recommanded as constraints are not validated and you may break the system
- CSV file: save your data in a CSV file and import the file through the user interface
I will describe the "CSV File" approach which is the simplest one. To activate the import feature, you must go to the menu "Settings > Configuration > General Settings" and check the option "Allow users to import data from CSV file".
Once it's activated, you have an "Import" option above all list views. As the contacts appears by default in the kanban view, you must first switch to the list view using the top right icon.
The import wizard is pretty simple. If you have questions, there is a FAQ in the bottom of the import wizard.
If it is a new OpenERP 7 database and importing form elsewhere you can do the following:
Create a new contact manually in the web interface and fill whatever fields you have in your existing database. Then you can export this contact into a CSV and see which columns are the one required. (You have to go to list view and mark the user to have export option appear.)
No you can fill the CSV with the existing data and import. Again, as Fabien points out, remember Allow users to import and to switch to the list view or else you can go crazy trying to find the import button.
Finally, remember to fill the boolean fields supplier, customer and is_company to have the correct type of user.