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1 Odgovori
5071 Prikazi

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?

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Best Answer

Use the template Odoo provides:


The Sales Implementation Guide is available via the Settings Dashboard.

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