I'm trying to import customers with their related contacts from an old application into V7 using CSV files and the web client interface. Although importing the customers itself works without any problems, getting the linked contacts seems impossible. I tried all the formats described in the documentation but even using the sample files like
Name,Contacts/Contact Name,Contacts/City Testcompany1,Theo Test,City1 ,Tony Test,City2 Testcompany2,Albert Adams,City3
results in getting the data in but without having them linked (no contact person listed for Testcompany1 or Testcompany2).
Adding fields like company_id/id, is_company, customer, supplier works fine for getting the customers in but does not help for the related contacts. And although my import file with the real data has much more fields and thus is a bit more complex, the import works for the customers as already mentioned (see below):
Is there anybody having the same problems? Which field for getting the relation should be in the CSV file? Maybe I've overlooked something quite simple but up to now I can't see it.
Any help is highly appreciated.
I ran into the exact same problem. It is because companies and contacts have been separated in v7, so you need to import them separately. I only imported my partner companies so far, but the contacts should be a very similar .CSV. Please see the release notes for details - http://v6.openerp.com/node/1269#h.rkpllg84kdus
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|Asked: 2/28/13, 4:43 AM|
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|Last updated: 3/16/15, 8:10 AM|