Odoo Help


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

on 8/22/13, 12:45 AM 4,036 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


AJ Schrafel Paper Corp

--AJ Schrafel Paper Corp--
| 4 5 8
Bronx, United States
--AJ Schrafel Paper Corp--

Exploring OpenERP for business

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"

on 8/22/13, 2:42 AM

Ray Carnes

--Ray Carnes--
| 9 7 9
Keyport, United States
--Ray Carnes--

Senior ERP Analyst

OpenERP 6.1, 7.0; Odoo 8.0, 9.0, 10.0 and 11.0.

Completed Odoo Functional and Technical Training.

Functional Areas:

  • CRM/Sales

  • Inventory

  • Manufacturing

  • Accounting

  • Purchasing

Major Skills:

  • Business Process Reengineering

  • Efficiency Consulting

  • User Needs and GAP Analysis;

  • Functional and Technical Design;

  • Prototyping and Proof of Concepts;

  • Requirements Specifications;

  • Agile Implementation;

  • Data Migration;

  • Configuration & Customization (UI and code);

  • Integration - Odoo and non Odoo Applications and Services;

  • Training and Knowledge Transfer;

  • Go Live Support;

  • Helpdesk;

  • Version Upgrades and Migration.

  • Accounting Expert.

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. 

I am a skilled Communicator and I only take the serious things seriously!

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.

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.

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

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

on 8/22/13, 1:57 AM

About This Community

This platform is for beginners and experts willing to share their Odoo knowledge. It's not a forum to discuss ideas, but a knowledge base of questions and their answers.


Odoo Training Center

Access to our E-learning platform and experience all Odoo Apps through learning videos, exercises and Quizz.

Test it now

Question tools

0 follower(s)


Asked: 8/22/13, 12:45 AM
Seen: 4036 times
Last updated: 3/16/15, 8:10 AM