How to Import Customer Invoices in Odoo 14 | Data Importing – CBMS Odoo ERP

This video describes how you can import Customer Invoices in Odoo 14.

You can import customer invoices data using either Excel (.xlsx) or CSV (.csv) formats.

First Go to Accounting – Customers – Invoices and from the view select few records and come under action – click Export. Now you can see a window where we can add fields to export and you can export customer invoice template after choosing the export format(CSV or xlsx). So using this template you can add more records.

To import records click on Favorites ‣ Import records. There also you are provided with templates you can easily populate with your own data. Such templates can be imported in one click; The data mapping is already done. Here you can load file and map columns in the file with the fields in Odoo. After mapping columns, you can test and import records to your database.

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