27.09

v 13.0 Third Party 10
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Invoicing (account)
Lines of code 199
Technical Name crm_lead_import_excel
LicenseSee License tab
Websitehttps://www.probuse.com
Versions 17.0 16.0 10.0 15.0 11.0 9.0 13.0 14.0 12.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Invoicing (account)
Lines of code 199
Technical Name crm_lead_import_excel
LicenseSee License tab
Websitehttps://www.probuse.com
Versions 17.0 16.0 10.0 15.0 11.0 9.0 13.0 14.0 12.0

CRM Lead / Pipeline Import from Excel File

Import CRM Leads in Odoo

This module allows you to import Leads / Pipeline from excel file.

Main Features:
  • Allow you to Import Leads/Pipeline from excel file
  • Make sure you have xlrd Python module installed.
  • See below fields list which are allowed in import file.
  • Sample Excel is available inside the module.
  • For more details please watch the video and see the screenshots below.
Menus:
  • CRM
    • CRM/Import
      • CRM/Import/Import Leads/Pipeline
Following fields list which can be imported in Lead.
  • Name : Name of Leads/Pipeline.
  • Customer : Name of Customer.
  • Company Name : Partner name.
  • City : City name.
  • Country : Country name.
  • State : State name.
  • Website : Website.
  • Salesperson : Salesperson name.
  • Sales Team : Sales Team name.
  • Contact Name : Contact name.
  • Email : Email Address.
  • Job Position : Job Position.
  • Phone : Phone Number.
  • Mobile : Customer Mobile Number Enter In Mobile Field.
  • Tags : Tags Like Product , Information etc...
  • Internal Notes : Description of Leads/Pipeline.
  • Campaign : Campaign Like Sale , Christmas Special etc...
  • Medium : Medium Like Email , Phone etc...
  • Source : Source Like Facebook , Twitter etc...
  • Referred By : A Person Come With Which Person Reference Is Enter In Referred By.
  • Probability : Probability.

  • Sample Excel is available inside module.

    Sample Excel File for Import Leads

    Import Menu

    Wizard for Import Lead from Excel

    Imported Leads in List View

    Leads Form View

    Sample Excel File for Import Pipeline

    Wizard for Import Pipeline from Excel

    Imported Pipeline in List View

    Pipeline Form View

    Contact / Support
    Introducing Probuse Consulting Services Pvt. Ltd.

    If you need any help or want more additional features, you may contact us through:
    Email: contact@probuse.com
    Website: www.probuse.com
    Skype: mustufa_probuse

    Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

    Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

    Our Services

    • Odoo Implementation

    • Odoo Support

    • Odoo Customization

    • Odoo Migration

    • Odoo Training

    Odoo Proprietary License v1.0
    
    This software and associated files (the "Software") may only be used (executed,
    modified, executed after modifications) if you have purchased a valid license
    from the authors, typically via Odoo Apps, or if you have received a written
    agreement from the authors of the Software (see the COPYRIGHT file).
    
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    by depending on it, importing it and using its resources), but without copying
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