Import and export data - Tips & Tricks
3. DATA IMPORT
6. DATA EXPORT
10. Google Docs
1. Import and export data Tips & Tricks GRÉGORY DETHIER, FUNCTIONAL ANALYST
12. Technical details Maintenance sheet Google Doc integration
8. DATA EXPORT Select the export type Select the format: CSV or Excel Save fields list for future use
2. SUMMARY Introduction 1 Import 2 Export 3 Google 4 Conclusion 5
14. Google Spreadsheet Get the data from Odoo pulled into a spreadsheet Real - time analysis Share info with colleagues Easy creation using filters and group by
5. Create data Export to get file structure Use IDs or name to create links between objects Generate IDs by yourself Update data Use of record IDs Data import Check your file structure Preview of your file with mapping with Odoo fields Validation of the import
15. Odoo firstname.lastname@example.org +32 (0) 2 290 34 90 www.odoo.com R&D and services office Chaussée de Namur 40 B - 1367 Grand Rosière Sales office Avenue Van Nieuwenhuyse 5 B - 1160 Brussels Thank You
7. " " My company is using two software and I need to consolidate my data into an Excel file . DATA EXPORT
13. " " As a manager, I need to get a global view of my activities from my different applications . Google Spreadsheet
11. " " My company requires several additional information to be stored for my products but I don’t want my screen to be too complex . Google Doc Templates
4. " " My company is moving to Odoo to better structure and automates my processes . Therefore I need to put data in Odoo to use them ! DATA IMPORT
9. IMPORT o Create your own Ids o Specify Ids to update o Use Ids instead of names o Export a test record to get file structure EXPORT o Save your export for future use o Use the export type to get more fields and go deeper in the relationships o Export directly in Excel Some Tips...
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