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Hello

I've created some individual properties (attributes / fields) in the CRM module.

Now we want to export and import these fields.

But the manual created properties are not available, even after a first import, they did not come up (this was a note in the FAQ).

How does it work?

BR

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Autore Risposta migliore

Thank you for the detailed manual.

Unfortunatelly the fields are not available in the export or import module even the fields are showed correct in the grid.

What excatly is means: "Ensure that the custom individual properties are correctly named and defined in Odoo."

Printscreen is not possible because of missing "karma points" :(

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Risposta migliore

If you've created custom individual properties (attributes/fields) in the CRM module in Odoo and you want to export and import these fields, you'll need to ensure that these custom fields are included in the export and import process. Here's how you can do it:

Exporting Individual Properties:

  1. Navigate to the CRM module in Odoo.
  2. Go to the list view or form view of the CRM records containing the individual properties you want to export.
  3. Select the records you want to export, or leave them unselected to export all records.
  4. Click on the "Export" button.
  5. In the export wizard, select the fields you want to include in the export, including your custom individual properties.
  6. Choose the file format (e.g., CSV, Excel) and export the data.

Importing Individual Properties:

  1. Prepare your data for import, ensuring that it includes the custom individual properties.
  2. Navigate to the CRM module in Odoo.
  3. Go to the list view or form view where you want to import the data.
  4. Click on the "Import" button.
  5. In the import wizard, upload your file containing the data.
  6. Map the columns in your file to the corresponding fields in Odoo, including your custom individual properties.
  7. Proceed with the import process.

Additional Considerations:

  • Ensure that the custom individual properties are correctly named and defined in Odoo. They should appear as fields that can be selected during the export and import process.
  • If you're unable to see your custom individual properties during export or import, verify that they are properly defined and added to the CRM model in Odoo.
  • If the properties are still not visible, consider checking the access rights and permissions to ensure that they are accessible during export and import operations.

By following these steps and ensuring that your custom individual properties are properly defined and included in the export and import process, you should be able to manage your CRM data effectively in Odoo. If you encounter any issues, double-check the configuration of your custom fields and review any error messages for further troubleshooting.

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