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How do I import partner data via csv?

Kirsty C
on 3/3/14, 5:47 PM 3,195 views


I'm just starting here in OpenERP land, so apologies for the total n00b question.

At the moment, I'm just trying to get our contact data in - suppliers, customers, employees etc. - and from what I understand, all of these are known as 'partners' and need to go into the res.partner table.

I have a very simple csv of the most basic data - Company name, City, Country, Phone Number, Fax and Website but can't even get this in via the Import utility due to multiple validation errors regarding the Country.

"No matching record found for name ' United Kingdom' in field 'Country' at row 8"

As suggested around and about, I manually inputted some customer details and exported so I could inspect the fields - but Country info doesn't appear on the export, just the country ID (eg base.de rather than Germany).

I also can't find a simple list of mandatory fields and their mappings for the import. I have added 'Is a Company' = "True" and 'Customer' = "True" and 'Notification_Email_Send' = "Never", but can't work out whether I'm importing to the correct database fields or if my syntax is correct.

Please stop me tearing my hair out and help me import these records. I've tried the https://doc.openerp.com/book/8/8_20_Config/8_20_Config_import_export/# (documentation), but it wasn't very helpful.



Kirsty C
On 3/3/14, 6:10 PM

Well, I sorted out the country validation - had to change a few UAEs into United Arab Emirates and Hollands into Netherlands and then it all went in okay!

I'm still not sure that I've got the other fields into the right tables, but I'm going home now so will check in the morning.

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Asked: 3/3/14, 5:47 PM
Seen: 3195 times
Last updated: 12/25/17, 2:37 PM