Error when importing leads / opportunities

Question

All,
I'm using the provided template to import leads / opportunities and I get the following error:

Missing required value for the field 'Opportunity' (name)

However, when I hover over the name, the data preview looks right.

I've tried importing from "Leads" and from "Pipeline" and I get the same error.

I also tried to add an 'opportunity" column, and made sure that the opportunities had different names.
What am I missing?

Thank you!

K Ch Kumar Jagabattula · Accepted Answer

Hi Manuel Delgado,
There is a field "name" in Lead/Opportunity which is a mandatory but the labels will be different.
If the data is missing in that column of the import file, then this error will occur.

Manuel Delgado · Answer

For some reason, this worked. I believe the step I was missing was to create a first Lead by hand. Thank you!

Cybrosys Techno Solutions Pvt.Ltd · Answer

Hi,
The error can happen if a required field is missing in your
import. To fix this, export a sample of leads or opportunities from Odoo
to get the correct template. Include fields like Opportunity, Sales
Team, Salesperson, Country, Email, and Stage. Fill in your data using
this template and re-import it to ensure all required fields are
correctly included and formatted. For more details, check this blog:
https://www.cybrosys.com/blog/how-to-import-leads-into-odoo-17-crm [1]

Hope it helps

[1]

Gerelateerde posts	Antwoorden	Weergaven
unsupported format character '(' (0x28) at index error importing	1 okt. 23	4603
Import opportunities creation date opportunities importing	2 mei 23	2487
invalid module names, ignored: invreport Opgelost modules error importing	1 apr. 25	1308
Missing Field error fields missing	1 mrt. 24	1817
Field 'has_outstanding' used in attributes must be present in view but is missing v12? Opgelost error attribut missing	3 apr. 22	13754

Deze vraag is gerapporteerd

Geniet je van het gesprek? Blijf niet alleen lezen, doe ook mee!