CRM | e-Commerce | Accounting | Inventory | PoS | Project management | MRP | etc.
Assuming v9.0 Enterprise. Yes it's possible with export-import.
- Export the names, email addresses, and IDs of the customers you want to give portal access to.
- Export one or two user records to see how it's structured. Make sure you export the "Portal" checkbox and the "Related partner". This will be your template for the next step.
- Use that template and list all your customers as rows. Make sure the "Portal" checkbox is True. Make sure that the "Related Partner" field points to the customer ID you have exported in the first step. Mass import this csv file.
Notes: This will send a "Create your account" email to all these portal usres (where portal users need to create their password). Test this in a test instance where you disable your outgoing email servers. Test this with a very small number of customers at first. This will require that you learn about import in Odoo; the faq on the Import page in the application is a good start.
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|Asked: 9/7/16, 10:22 PM|
|Seen: 553 times|
|Last updated: 9/8/16, 4:02 AM|