I imported my organizations fairly easily, but cannot seem to figure out how to import the people and connect them to the organizations. I keep getting different validation errors trying different fields to use. I do not want to have to lookup the organization id numbers for every contact and manually put them in the CSV. Is there something I'm missing? Has anyone written up a procedure for this?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Účtovníctvo
- Sklady
- PoS
- Project
- MRP
This question has been flagged
1
Odpoveď
5083
Zobrazenia
Use the template Odoo provides:
The Sales Implementation Guide is available via the Settings Dashboard.
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Registrácia| Related Posts | Replies | Zobrazenia | Aktivita | |
|---|---|---|---|---|
|
3
júl 25
|
2089 | ||
|
1
apr 25
|
1569 | ||
|
0
okt 24
|
1278 | ||
|
2
máj 24
|
4111 | ||
|
0
apr 24
|
1405 |
