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I've tried with no success to export from v7 so that I can import into v8: customers, suppliers and chart of accounts (no balances, just the accounts).

How can I figure out what the minimum required fields are to make this work?

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v8 has not been released. Which version are you talking about exactly?

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trunk nightly release as of 2/11/2014 (http://nightly.openerp.com/trunk/nightly/deb/)

Does not work. You can export using CSV method but you'd need to manually redo almost everything if you want to clone your current system into v8. Best you find a cut off time/period and start using v8 and abandon the v7

Best Answer

The minimum set of fields are highlighted in blue in the export view. These fields are the mandatory ones required to save the record when you add one using the view (e.g. New Customer). They are highlighted in blue in the form view too.

To import your data back, OpenERP match the fields accurately. Just be sure to import in proper order. For example, if you want to import Customer tags, be sure to import Tags first.

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