Odoo Help

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Bejaoui Souheil

--Bejaoui Souheil--
--Bejaoui Souheil--

Odoo developer,  functional and technical consultant

souheil_bejaoui@hotmail.fr

Bejaoui Souheil
21/04/17 03.46

Hi,

First you have to import all tags used for leads.

1- Activate the developer mode (this how)

2- Go to CRM/Configuration/Leads & Opportunities/Lead Tags

3- Import a file in this format

name
tag_1
tag_2

Now you can use tag name for leads import. Your file should look like

name
type
tag_ids
lead 1 name
Opportunitytag_1,tag_2
lead 2 name
Opportunity

tag_1

Best regards

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Lara
09/03/17 11.16

I think the best way is to first import the tags in Odoo. 

The tags will get an ID. Click on a tag in the url you will see id=number  or use debug mode and view  the metadata.

Use the Id in your excel file. At the import use tag /database id . 

You can also use the XML ID to do the import. Than you use tag / external id 

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