Skip to Content
You need to be registered to interact with the community.
All Posts People Badges
Ključne besede (View all)
odoo accounting v14 pos v15
About this forum
This question has been flagged
crmleads
3 Odgovori
5012 Prikazi
Avatar
abhitechsavy@gmail.com

Team,

Stuck in serious issue and there is no solution working for this...

I have daily leads of 30+ with all new customers in leads.

I am trying to upload all leads via CSV to CRM pipelines.
Upload is working and new leads getting upload but the 'Customer' details which are present in the CSV are not used to create a new customer with their respective data as 'Phone, Email'.

Opportunity Salesperson Customer/Display Name Customer/Name Customer/Email Customer/Mobile Customer/Phone
Test acivity import 2
Alen Alen emailaddress
 12345 54321


Above is the samle data in my CSV.I tried all mapping available in names.. . but none works.
This customer data is going in lead -> follow-up -> contact person name. but not on top where the customer data is displayed and you can create new customer.

However, phone number and email gets shown in Customer but new customer is not getting created..
manually, creating leads works though and able to create customers on the fly.... but this ' new customer creation' not working..

Please help team.. Its a total blocker..

Avatar
Opusti
Avatar
Cybrosys Techno Solutions Pvt.Ltd
Best Answer
Hi,
please enable the Debug mode.
Once you enable debug mode while importing, you can find a checkbox under the field named 'Create if doesn't exist' enable the option.
This will solve the issue. pls find the screenshot below.

Avatar
Opusti
abhitechsavy@gmail.com
Avtor

Great.. I was not knowing this.. Thanks a lot..

Cristian Felix Iñiguez Porcel

Is there a way to show that checkbox without enabling debug mode?

Avatar
abhitechsavy@gmail.com
Avtor Best Answer

I am not able to see that field for customer..
have that checkbox for Salesperson but not Customer..

Activated developer mode and also asset mode.. cant see in either.
Any more setting required ?

Avatar
Opusti
Related Posts Odgovori Prikazi Aktivnost
Chande odoo default page to "Leads"
crm leads
Avatar
Avatar
Avatar
2
avg. 23
4087
How to generate leads from email
crm leads
Avatar
Avatar
Avatar
2
apr. 25
18078
Assign a Sales Team on a Lead Form in Website
crm leads
Avatar
0
maj 20
3562
How do I show Leads in the portal "My Account" section of that user?
crm leads
Avatar
0
okt. 16
4574
How do I register a Business Card (i.e. create a new Lead)? Solved
crm leads
Avatar
Avatar
2
mar. 15
5957