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I'm trying to import data from a flat CSV file, but the CSV file contains some relational information. The rows mostly represent "contacts" but contacts also have sales people associated with them, companies, etc.
So far my database is completely empty of any records and I want to start by importing contacts. When trying to validate the file, I get a bunch of errors like, "No matching record found for name 'Foo Bar' in field 'Salesperson'". Is it possible to configure the import process to create a matching salesperson and link up the records?
I guess the alternative, to do things the way openerp/odoo expects, is to kind of look at the graph of the relationships of contacts and import records from the "outside -> in" in the hierarchy.
Yes, generically the import process has the ability to create related records via the csv import. For examle, I create related orderpoint records when I import new products. I haven't tried to import your specific example of contacts and sales people. I recommend creating a few test contact and salesperson (users) records via the standard user interface then exporting those records to see how OpenERP formats the csv file.
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|Asked: 9/10/14, 2:07 PM|
|Seen: 1632 times|
|Last updated: 3/16/15, 8:10 AM|