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How to import .csv file to Opportunities without import to Leads

By
Jessie
on 8/22/13, 12:45 AM 3,132 views

HI all,

I imported the .csv file in Opportunities but it will display the data that I imported to Leads. I need to straight away import the data to Opportunities not Leads, may i know where can I modify the code? Can anyone give me the clear instructions or guidelines?

Many thanks.

Regards, Jessie

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AJ Schrafel Paper Corp

--AJ Schrafel Paper Corp--
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AJ Schrafel Paper Corp
On 8/22/13, 2:15 AM

In your import file, add a column with the title type, and make all the rows opportunity.

hi, i added a column and put it as opportunity, then choose Type as this new column and import it. Then come out with this error -> "uncaught exception: event import inappropriate in current state imported"

Jessie
on 8/22/13, 2:42 AM
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Ray Carnes

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Ray Carnes
On 8/22/13, 1:08 AM

the field type determines if what you import is a lead or an opportunity.

See the source code:

'type':fields.selection([ ('lead','Lead'), ('opportunity','Opportunity'),],'Type', 
             help="Type is used to separate Leads and Opportunities")

from http://bazaar.launchpad.net/~openerp/openobject-addons/7.0/view/head:/crm/crm_lead.py#L267

_defaults = {
             'type': 'lead',
            }

from http://bazaar.launchpad.net/~openerp/openobject-addons/7.0/view/head:/crm/crm_lead.py#L317

May I know where is the file located? I install the OpenERP All-In-One Installation for windows.

Jessie
on 8/22/13, 1:42 AM

/addons/crm/crm_lead.py or /server/openerp/addons/crm/crm_lead.py - I don't work with OpenERP on Windows.

Bista Solutions US, Ray Carnes
on 8/22/13, 1:49 AM

Ok, I found it, same path (/server/openerp/addons/crm/crm_lead.py). Many thanks.

Jessie
on 8/22/13, 1:57 AM

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Asked: 8/22/13, 12:45 AM
Seen: 3132 times
Last updated: 3/16/15, 8:10 AM