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3 Odgovori
1821 Prikazi

Hi,

I am brand new to odoo.  I am only using the free online CRM version which comes with the contacts app.  I am trying to import my contacts, and there seems to be no way to avoid importing duplicates.  I am wanting to avoid duplicates when the email address matches.  I did see that I can export my current contacts which will have an ID and then those won't duplicate when imported, but unfortunately, I have a list of many other contacts that don't yet have IDs and so there will be duplicates there. 


I have seen on Google that there are some third-party solutions, and also some posts that recommend using python scripting, but I'm not sure if any of that is possible with my free plan.  Am I able to avoid duplicates based on email with the free plan?  If not, am I able to use the standard plan (which does not include Studio) and achieve this?  Thank you.  

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Avtor

I can't make a comment yet, but I tried Niyas' solution, and that turned my free plan into a paid trial which was not what I want.  Ideally, I want to stay on the free plan.  I have now reached out to support to try and revert back to the free plan.

even if it switched to paid trial, do the merging using the data cleaning application, once the merging is done, uninstall the data cleaning app :)) this will do the trick

Best Answer

1)make sql constrain to solve this issue 
2)https://apps.odoo.com/apps/modules/15.0/duplicate_contact_details_alert/#:~:text=The%20Duplicate%20contact%20alert%20module,helps%20customers%20prevent%20duplicate%20entries.

3)make filter for duplicate record fatch using custome code and make boolean true on duplicate then apply boolean filed filters on list view

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Best Answer

Hi  Joel,

You need programming knowledge to create unique constraints for the email field of the res.partners model. E.g

class ResPartner:

_inherit='res.partner' 

_sql_constraints = [
('email_uniq', 'UNIQUE (email)', 'Email already exists')
]


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Best Answer

Hi,

You can import data as it is and using data cleaning application, you can find the duplicates based on email and then merge it.

Thanks

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