This module is useful to import Customers/Suppliers from CSV/Excel. You can import custom fields from CSV or Excel.
Related Module
All In One Import - Partner, Product, Sales, Purchase, Accounts, Inventory, BOM, CRM, Project (Advance Module)
All In One Basic Import - Partner, Product, Sales, Purchase, Accounts, Inventory (Related Module)
New Features
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.
Features
You can update customers/suppliers with name, email, phone, mobile field. New
Easy to import customers/suppliers/vendors from CSV/Excel file.
Easy to import image by path/URL. (Local URL means URL of your odoo server files location, please note it is not your odoo user local system path.)
No special configuration required, install it, use it.
This module saves your important time.
It reduces human efforts.
Version
- New While importing customers/suppliers if already exist then you can update customers/suppliers with name, email, phone, mobile field.
- Fixed Small bug fixed.
- Easy to import custom fields from CSV or Excel.
- Initial Release.
v 11.0.4
You can choose the customers/suppliers method, if you want to create new customers/vendors then choose "create customer/vendor" & if you want to update customers/suppliers then choose "create or update customer/vendor", You can update customers/suppliers by(name, email, phone, mobile).
v 11.0.1
First, you need to tick the "Import Customers/Suppliers" group to import the customers/suppliers.
"Import Customers/Suppliers" menu in the orders.
When you click the "Import Customers/Suppliers" 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 fields are imported.
The following fields are imported.
Your CSV file format must match like below.
Your Excel file format must match like below.
The "GSTIN" & "Tags" 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
Important Notes:
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.
Don't change the sample sheet column sequence.
Don't use excel if you don't know the column formatting part which is given in the sample sheet. Use CSV in this case.
Add Custom Fields or Non-Exist Standard odoo fields at the end, For adding those fields pls check the custom fields section.
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