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Hello,
My problem is that I want to import all my customers (leads) with an excel sheet. But it is not possible to import them with a Label. I now have given them the label in the notes but I can't mass-assign a label to them. So my question is if it is possible to import with label from excel or to mass assign them a label when they are already imported.
I am using the web version of Odoo
Thanks in advance
Hi,
First you have to import all tags used for leads.
1- Activate the developer mode (this how)
2- Go to CRM/Configuration/Leads & Opportunities/Lead Tags
3- Import a file in this format
| name |
| tag_1 |
| tag_2 |
Now you can use tag name for leads import. Your file should look like
| name | type | tag_ids |
| lead 1 name | Opportunity | tag_1,tag_2 |
| lead 2 name | Opportunity | tag_1 |
Best regards
I think the best way is to first import the tags in Odoo.
The tags will get an ID. Click on a tag in the url you will see id=number or use debug mode and view the metadata.
Use the Id in your excel file. At the import use tag /database id .
You can also use the XML ID to do the import. Than you use tag / external id
1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.
What do you mean by "label"? Isn't it just the subject of a lead?
Vriendelijk groetend,
Tristan Grootenboer
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