$ 18.07
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
Community Apps Dependencies | Show |
Lines of code | 460 |
Technical Name |
sh_import_lead |
License | OPL-1 |
Website | https://www.softhealer.com |
Versions | 12.0 13.0 9.0 8.0 17.0 14.0 15.0 16.0 11.0 10.0 |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
Community Apps Dependencies | Show |
Lines of code | 460 |
Technical Name |
sh_import_lead |
License | OPL-1 |
Website | https://www.softhealer.com |
Versions | 12.0 13.0 9.0 8.0 17.0 14.0 15.0 16.0 11.0 10.0 |
Import Lead from CSV/Excel file
This module is useful to import lead from CSV/Excel. You can import custom fields from CSV or Excel.
Related Modules
Hot Features
Features
- Easy to import.
- Import CSV or Excel.
- Easy to import custom fields.
- Easy to import custom fields from CSV or Excel.
- Easy to import Text, Integer, Float, Character, Boolean, Selection, Many2one, Many2many custom fields.
- No special configuration required, install it, use it.
- This module saves your important time.
- It reduces human efforts.
First, you need to tick the "Import Lead" group to import the lead.
"Import leads" menu in the leads.
When you click the "Import Leads" menu, the wizard will open and it looks like below.
Success message looks like below it shows successfully imported records and also provides a list of unimported records with row number in sheet and relative details of data invalidation.
The following Leads are imported.
The following fields are imported.
About Fields
Column | CRM Model | Field Name | Description | Required |
---|---|---|---|---|
A | Leads (crm.lead) | Lead | You have to write a Lead Name here. | Yes |
B | Leads (crm.lead) | Company Name | You have to write a Company Name here. | No |
C | Leads (crm.lead) | Street 1 | You have to write a street address here. | No |
D | Leads (crm.lead) | Street 2 | You have to write a street address here. | No |
E | Leads (crm.lead) | City | You have to write a City here. | No |
F | Leads (crm.lead) | State | Define the State here. | No |
G | Leads (crm.lead) | Zip | You have to write a Zip Code here. | No |
H | Leads (crm.lead) | Country | Define the Country here. | No |
I | Leads (crm.lead) | You have to write a Email here. | No | |
J | Leads (crm.lead) | Job Position | You have to write a Job Position here. | No |
K | Leads (crm.lead) | Phone | You have to write a Phone number here. | No |
L | Leads (crm.lead) | Mobile | You have to write a Mobile number here. | No |
M | Leads (crm.lead) | Website | You have to write a website Link here. | No |
N | Leads (crm.lead) | SalesPerson | Define the SalesPerson here. | No |
O | Leads (crm.lead) | Internal Notes | You have to write a Internal notes here. | No |
P | Leads (crm.lead) | Custom Fields | You can import custom fields from here. Please go to the "Custom Fields" tab for more details. | No |
General Notes:
1)
Don't
remove
the
column
from
the
sample
sheet
given,
you
can
leave
an
empty
column
if
the
column
is
not
the
required
type.
You
can
see
the
table
above
for
that.
2)
Don't
change
the
sample
sheet
column
sequence.
3)
Please
don't
use
excel
if
you
don't
know
the
very
well
sheet
formatting
which
is
given
in
the
sample
sheet.
Use
CSV
for
hassle-free
import
without
format
issue.
If
you
want
to
use
excel
and
want
to
clear
the
format
then
please
check
this
video.
4)
Add
Custom
Fields
or
Non-Exist
Standard
odoo
fields
at
the
end,
For
adding
those
fields
pls
check
the
custom
fields
section.
Watch
Video
Your CSV file format must match like below.
Your Excel file format must match like below.
The "Contact Name", "Tags" & "Sales Team" custom fields are imported.
Your CSV file must match like below and You can add custom fields column after the last column as shown in the below image.
Your Excel file format looks like below.
Custom Fields / Non Existing Standard Fields
Do you want to import fields which is created by any custom modules, odoo studio, or standard odoo fields which are not present inside the sample sheet provided in the module? You can add all those kinds of fields in the sheet at the end after the sample sheet fields it means from column "P".
Videos
When you click the "Import Leads" menu, the wizard will open and it looks like below.
Success message looks like below.
The following Leads are imported.
Version 15.0.2 | Released on : 26thMay 2022
Version 15.0.1 | Released on : 10 October 2021
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- No, This app is not compatible with Odoo's Multi-Company/Multi-Website Feature.
- Please Contact Us at sales@softhealer.comto request customization.
- Yes, we provide free support for 100 days.
- Yes, you will get free update for lifetime.
- No, you don't need to install addition libraries.
- Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
- No, We do not provide any kind of exchange.
Multi-Languages
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). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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