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.
In the past I have managed to import data, but I find it very hit and miss when it come to mapping the data to the correct place.
eg when manually creating a supplier "purchase receipt" openerp Form asks for the following info.. Supplier, Bill Date, Memo, Due Date, Ref#, Journal, Company, Account, Description, Amount, Tax.
So I create a csv file using these headings, only to find when I try to import the only one Openerp recognises only some of the headings.
Openerp states " you should use the unique identifier from the original application and map it to the ID column in OpenERP"
I've looked in the database, and starting to think its a bit of a mishmash between db column name and the comment!
I can guess some, but how do I know?
Any pointers please.
After a lot of messing I think I've cracked it!
Based on a import of a "Supplier Purchase Receipt"
From countless tests, doing exports of existing data, looking through the database and a bit of jigury pokery, I came up with the following table which shows how names and values can change, and hence my confusion over the values to use.
As you can see the the export method is almost there, but not quiet, plus a bit of guesswork knowledge of knowing to include the "account_id" and "type".
I found having to export the data, interpret it tedious. So...
My preferred way of mapping the data is to "activate the developer mode" then "create a new form" then by "mousing over" each field you are told the "Field" name, which is the correct import name to use! The lines are a bit more difficult - first obtain the field name (eg line_dr_ids) then select "add an item" then obtain the rest of the field (eg account_id) then join them together to give your name (eg line_dr_ids/account_id). You still need a bit of psychic wisdom to know to include "account_id" and "type", by "vaildating" the imported csv, OpenERP will guide you through this! I included "tax_amount" because it easy to include and it help a bit with validating the purchase receipt later.
Hope this helps you out and saves you some time! if so give me a "vote"!
About This Community
This platform is for beginners and experts willing to share their Odoo knowledge. It's not a forum to discuss ideas, but a knowledge base of questions and their answers.Register
Odoo Training Center
Access to our E-learning platform and experience all Odoo Apps through learning videos, exercises and Quizz.Test it now
|Asked: 4/19/13, 9:25 AM|
|Seen: 4015 times|
|Last updated: 12/7/17, 12:24 AM|