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Importing from excel with Labels or mass asigning labels

By
Tristan Grootenboer
on 3/8/17, 9:49 AM 210 views

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

What do you mean by "label"? Isn't it just the subject of a lead?

Ermin Trevisan
on 3/8/17, 1:35 PM

Hi Ermin,

We mean this label. (please see print screen)





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Op 8 mrt. 2017, om 19:35 heeft Ermin Trevisan <trevi@twanda.com> het volgende geschreven:

What do you mean by "label"? Isn't it just the subject of a lead?

--
Ermin Trevisan


Sent by Odoo S.A. using Odoo.


Tristan Grootenboer
on 3/9/17, 3:47 AM
0

Bejaoui Souheil

--Bejaoui Souheil--
1051
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Rennes, France
--Bejaoui Souheil--

Odoo developer,  functional and technical consultant

souheil_bejaoui@hotmail.fr

Bejaoui Souheil
On 4/21/17, 3:46 AM

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
Opportunitytag_1,tag_2
lead 2 name
Opportunity

tag_1

Best regards

0
Lara
On 3/9/17, 11:16 AM

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: 210 times
Last updated: 4/21/17, 3:46 AM