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course odoo database community gettingstarted
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course odoo database community gettingstarted
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  1. Getting Started
  2. Forum

The answer in the course getting started - Exporting and Importing Data - Where can you find the “Import Records” option in Odoo? is wrong

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Helman Valencia

The "Import records" option is in the list view and action button.

Not in Favorites



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S.A. Methsiri Madusanka Sooriyaarachchi
Jawaban Terbai

If you're encountering an issue with the “Import Records” option in Odoo, here’s a step-by-step guide to locate it:

How to Find the “Import Records” Option in Odoo:

  1. Navigate to the Relevant Application:
    • Go to the application where you want to import records. For example, if you want to import contacts, go to the Contacts module.
  2. Access the List View:
    • Ensure you are in the list view of the records you want to import. This view typically shows a table with existing records.
  3. Find the “Import” Button:
    • Look for the “Import” button, which is usually located in the top-right corner of the list view.
    • If you don’t see it immediately, check if there’s a drop-down menu or an ellipsis (three dots) where additional options might be hidden.
  4. Click on “Import Records”:
    • Click on the “Import” button to open the import wizard.
    • This will allow you to upload a file (usually in CSV format) and map the fields from the file to the fields in Odoo.
  5. Follow the Import Wizard Steps:
    • Choose the file you want to import.
    • Map the fields from your file to the corresponding fields in Odoo.
    • Validate and import the data as guided by the wizard.

Note:

  • Permissions: Ensure you have the appropriate permissions to import records. Sometimes the import option might not be visible if you lack the necessary access rights.
  • Odoo Version: The location of the “Import Records” option might vary slightly depending on the Odoo version you are using.

If the option is still not visible, verify that the module you are working with supports importing records, or consult Odoo’s documentation or support for further assistance.

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