Hi all,
I am trying to import a list of Person contacts and link them to particular Company records, but match on a Company record value, not the Company record name itself. The reason I want to do this is because we have many Company records with the same "Name" as they are the same company, but a different office or location with a different shipping address. If I imported these Person contacts and tried to match them to their companies based on the "Name" field, it wouldn't be possible, as there are duplicate names.
What I am currently trying is to have the records with a custom x-studio field of Integer type with the Company records' unique value e.g., "201" for "Company1".
Then I am trying to import the list of Person contacts, which have the person's email, phone, etc, but then also the "CompanyID" which would have e.g. "201" and should be matched to "Company1".
However, when I am importing the list of Person contacts and I select the Many2One "Related Company" field, even with "Allow matching with subfields" enabled it doesn't work properly and I just get "No matching records found for the following name in field Related Company: 201 at row 1"
Here is an example of the Company records I've imported:
Name | Address | RecordID |
Company Name1 | 123 Street | 201 |
Company Name1 | 321 Road | 202 |
Company 2 | 555 Street Ln | 203 |
Here is an example of the Person records I am trying to import:
Name | Department | Companies.RecordID |
John Joe | Finance | 201 |
Jane Doe | Engineering | 202 |
Larry Jack | 203 |
Thanks for the help! (I am using Odoo 19 Online)