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How to import .csv file to Opportunities without import to Leads
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
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"
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.
/addons/crm/crm_lead.py or /server/openerp/addons/crm/crm_lead.py - I don't work with OpenERP on Windows.
Ok, I found it, same path (/server/openerp/addons/crm/crm_lead.py). Many thanks.
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| Asked: 8/22/13, 12:45 AM |
| Seen: 3232 times |
| Last updated: 3/16/15, 8:10 AM |