To import data into Odoo, you can follow these general steps:
1. Prepare Your Data:
– Format: Ensure your data is in a compatible format like CSV, XLSX, or XML.
– Structure: Make sure the data is structured correctly, with headers that match the relevant fields in Odoo.
– Cleaning: Clean your data to remove any inconsistencies or errors.
2. Access the Import Wizard:
Navigate to the module: Go to the module where you want to import the records (e.g., Products, Contacts, Sales).
Locate the import option: This is usually found under a “Data” or “Import” menu.
3. Configure Import Settings:
– File Selection: Choose the file containing your data.
– Mapping: Define how the data in your file should be mapped to the corresponding fields in Odoo. This involves matching the headers in your file with the appropriate field names in Odoo.
– Options: Set any additional options as needed, such as:
– Overwrite existing records: If you want to overwrite existing records with the same values.
– Create new records: If you want to create new records for any data that doesn’t match existing records.
– Error handling: Specify how to handle errors during the import process (e.g., stop the import, continue with errors).
4. Start the Import:
– Review settings: Double-check your settings to ensure they are correct.
– Initiate import: Click the “Import” button to begin the process.
5. Monitor Progress:
– Progress bar: Observe the progress bar to track the import’s status.
– Messages: Pay attention to any error or warning messages that might appear.
6. Verify Results:
Check imported records: Once the import is complete, review the imported records to ensure they were added correctly and with the desired values.
Resolve issues: If you encounter any problems, investigate the error messages and take corrective actions.
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