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.
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
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
Now you can use tag name for leads import. Your file should look like
|lead 1 name||Opportunity||tag_1,tag_2|
|lead 2 name||Opportunity|
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
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|Asked: 3/8/17, 9:49 AM|
|Seen: 485 times|
|Last updated: 4/21/17, 3:46 AM|