Import Customers from CSV File | Import Suppliers From Excel file | Import Customers from Excel File | Import Suppliers From CSV file | Import Customers/Suppliers from CSV/Excel file v18

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Import Customers/Suppliers from CSV/Excel file

This module is useful to import Customers/Suppliers from CSV/Excel. You can import custom fields from CSV or Excel.

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Import From CSV/Excel

Features

You can update customers/suppliers with name, email, phone, mobile field.
Easy to import customers/suppliers/vendors from CSV/Excel file.
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.
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.)

Enable the 'Import Customers/Suppliers' group.

"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.

Your CSV file format must match like below.

Your XLS file format must match like below.

The "Tax ID" & "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.

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).

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 "Q".