Import Product and Contact from Excel or CSV File

by
Odoo

23.84

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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sales Management (sale)
Invoicing (account)
Discuss (mail)
Technical Name bi_import_product_customer
LicenseSee License tab
Websitehttps://www.browseinfo.com
Versions 9.0 11.0 10.0 12.0 16.0 14.0 15.0 13.0 17.0 8.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Sales Management (sale)
Invoicing (account)
Discuss (mail)
Technical Name bi_import_product_customer
LicenseSee License tab
Websitehttps://www.browseinfo.com
Versions 9.0 11.0 10.0 12.0 16.0 14.0 15.0 13.0 17.0 8.0

Import and Update Product and Contact(Customer/Supplier/Vendor)from Excel or CSV Odoo Apps

If you have bulk of products template , product variants or partner in excel or csv format. When you get data of partner or products from marketing company then don't need to enter them manually in odoo. With using this Odoo apps you can import them quickly in odoo. Don't worry while you are having large records of customers/partners and products, after installing this module it will be easily imported in single click.

Features

User can Import Product.

User are allowed to import product or update product.

Errors or Warnings.

Users can see errors it he/she tries to import wrong salesperson, category etc or wrong date file.

User can Import Partner.

User are allowed to import partner or update partner.

User can Import Data in Bulk.

User are allowed to import data in bulk.

Import and Update Contact

Data File Sample.

Given below is the sample of import file to upload partner,It is mandatory to use given format to create XLS or CSV file.

Name
-Name of partner
Type
-Type of partner.
Parent
-Parent of partner.
Street
-Street name of partner's address
Stree2
-Street2 name of partner's address
City
-City name of partner's address
State
-State name of partner's address
Zip
-Zip code of partner's address .
Country
-Country name of partner.
Website
-Website of partner.
Phone
-Phone number of partner.
Mobile
-Mobile number of partner.
Email
-Email of partner.
Customer
-Set True if partner is customer.
Vendor
-Set True if partner is vendor.
SalesPerson
-Salesperson for create partner.
Internal Reference
-Internal Reference for partner.
Customer Payment Method
-Payment method of customer.
Vendor Payment Term
-Payment period for vendor.

Menu

Figure shows the menu for importing data for create partner or update partner data.

Wizard

In this wizard you have to upload properly formated XLS or CSV file which you want to import for partner.

Views

Figure shows the partner created from given data file.

When you want to update partner data then select "Update Partner" data.

Kanban view of partner after update partner data.

Additional Features

It will generate error if you select type as company,which is shown in figure.

It will generate error if you don't select salesperson as Administrator,which is shown in figure.

Import and Update Product

Data File Sample.

Given below is the sample of import file to upload product,It is mandatory to use given format to create XLS or CSV file.

Name
-Name of Product
Internal Reference
-Reference for product.
Category
-Category of product.
Type
-Type of product
Barcode
-Barcode of product
UOM
-Unit of measure for product
Purchase UOM
-Purchase product unit of measure
Sale Price
-Price of product salable product
Cost Price
-Cost price of product
Weight
-Weight of product.
Volume
-Volume of product.

Menu

Figure shows the menu for importing data of Products.

Wizard

In this wizard you have to upload properly formated XLS or CSV file which you want to import for upload new product or update data of existing product.

Views

Figure shows the products created from given data file.

You can update product by search product by their "Name" or "Internal Reference(Code)"

Product after updated data is displayed.

Additional Features

It will generate error if you don't fill category field in product,which is shown in figure.

Import and Update Product Variant

Data File Sample.

Given below is the sample of import file to upload product,It is mandatory to use given format to create XLS or CSV file.

Given below is the sample of import file to upload product variant,It is mandatory to use given format to create XLS or CSV file.

Name
-Name of Product
Internal Reference
-Reference for product.
Category
-Category of product.
Type
-Type of product
Barcode
-Barcode of product
UOM
-Unit of messure for product
Purchase UOM
-Purchase product unit of messure
Customer Taxes
-taxes of salable product
Vendor Taxes
-taxes of purchase product
Description sale
-Description of product
Invoice Policy
-Invoice policy of product
Sale Price
-Price of product saleble product varaint
Cost Price
-Cost price of product varaint
Weight
-Weight of product varaint.
Volume
-Volume of product varaint.
Image Path
-Path of the product image.
Can Be Sold
-True/False for sold product.
Can Be Purchase
-True/False for purchase product.
On Hand Quantity
-On hand quantity of product.

Access Right

Figure shows the access right given to user then user see import product variant menu.

Menu

Figure shows the menu for importing data of Product variants.

Wizard

In this wizard you have to upload properly formated XLS or CSV file which you want to import for upload new product or update data of existing product.

You can update product by search product by their "Barcode" or "Internal Reference(Code)"

Views

Figure shows the products created from given data file.

Figure shows the products variant created from given data file.

Additional Features

It will generate error if you don't fill category field in product,which is shown in figure.

Installation Guide

Before installing this module you have to install following packages in your system.

1.sudo pip install xlrd

2.sudo pip install xlwt

OR

1.sudo apt-get install python-xlrd

2.sudo apt-get install python-xlwt

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