Odoo is the world's easiest all-in-one management software. It includes hundreds of business apps:
CRM | e-Commerce | Accounting | Inventory | PoS | Project management | MRP | etc.
Step 1: First make sure the CRM module is installed. If it isnt then you can click on the CRM module in the applications view.
Step 2: Go to Settings -> Configuration -> General Settings and check the "Allow users to import data from CSV files" checkbox
Step 3: Go to Sales -> Customers then switch to the List view by clicking the List view button in the upper right corner
Step 4: Click on the "Import" link next to the red Create button
Step 5: Click the "Choose File" button and find your csv file to import
Step 6: Match the fields from the csv file to the fields in the drop down menus.
Step 7: Click the "Validate" button to see if any errors occurred. Correct any errors on the csv file, save it, then refresh the file by clicking the refresh button next to the "Choose File" button
Step 8: Click "Validate" again. If there are still errors, then repeat step 7, otherwise click the "Import" button. Then youre done
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.Register
Odoo Training Center
Access to our E-learning platform and experience all Odoo Apps through learning videos, exercises and Quizz.Test it now
|Asked: 2/21/14, 11:51 AM|
|Seen: 4482 times|
|Last updated: 3/16/15, 8:10 AM|