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I have a csv file I'm trying to bring over from vtiger but the phone field is not populating with the imported data. To narrow things down I have only 2 fields I'm importing, company name & the phone.
Under settings, company, import: the CSV file header lists "Account name" which is mapped to "Company Name" & "Phone" which is mapped to "Phone". Validate reports everything seems fine. When I run the import the Company names are added but the phone field is blank. How do I get the phone field to show the phone number?
The following CSV header works for me.
name, phone, fax, street, street2, city, state, zip, website, customer, is_company
Put a few items below this and see if it works. Customer and is_company should be true, unless the item is a contact, in which case is_company should be false.
When you import the items you will see a drop down menu at the header on top of your data, make sure that the column openerp auto detects is the correct column to bring the data into.
Thank you for your reply. Under Settings, Companies, Import "address_phone" does not exist. When I type "Phone" into the search mapped field I get "Normal Fields: Phone", "Relation Fields: Child Companies /Child Companies / Phone, Child Companies / Phone". If I type address into the search field it gives "No mtaches found".
Try and use "address_phone" when importing the phone number rather than phone. Will advise delete the already imported once before trying again if you don't want duplication of company names or export the names to get the ids and import the phone numbers by added them on the exported sheet. This will make sure name are not duplicated and the numbers are added to the right names as well
GREAT NEWS!!!! Got it to work. Here's what I did. I removed the header from the csv file (for those who are new to csv, that's the first line which holds the description of each field). Then on import I removed the check box "The first row of the file contains the label of the column" Then the import worked. Maybe a bug with the import? Not sure why it won't work with the header even when I manualy assign the field to import but I'm happy it's working! Big thanks to Patently and Kaynis for their help.
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|Asked: 8/7/13, 11:04 PM|
|Seen: 3399 times|
|Last updated: 3/16/15, 8:10 AM|