Import Journal Items from CSV/Excel file
This module is used to import journal items from CSV/Excel files. You just enable the group 'Import Journal Item' in the user setting then after that user can import journal items from the CSV/Excel file. 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)
Features
- User Setting: Enable group 'Import Journal Items'.
- Easy to import journal items from CSV or Excel files.
- Import journal items in a single click.
- 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.
- No special configuration required, install it, use it.
- This module saves your important time.
- It reduces human efforts.
Enable group 'Import Journal Items'.
As you can see the button 'Import Journal Item' in Journal Items form view.
After clicking the button 'Import Journal Items' one wizard will popup. Select a file type (CSV or Excel) and upload the file.
After click to apply you see the success message of import.
As you can see the whole imported journal items in line at journal entries.
About Fields
| Column | invoice Model | Field Name | Description | Required |
|---|---|---|---|---|
| A | Journal Items (account.move.line) | Account | Define the Account | Yes |
| B | Journal Items (account.move.line) | Partner | Define the Partner. | No |
| C | Journal Items (account.move.line) | Label | You have to enter the Label. | No |
| D | Journal Items (account.move.line) | Analytic Account | Define the Analytic Account. | No |
| E | Journal Items (account.move.line) | Amount Currency | You have to enter the Amount Currency. | No |
| F | Journal Items (account.move.line) | Currency | Define the Currency. | No |
| G | Journal Items (account.move.line) | Debit | You have to enter the Debit Amount here. | No |
| H | Journal Items (account.move.line) | Credit | You have to enter the Credit Amount here. | No |
| I | Journal Items (account.move.line) | Custom Fields | You can import custom fields from here. Please go to the "Custom Fields" tab for more details. | No |
General Notes:
1)
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.
2)
Don't
change
the
sample
sheet
column
sequence.
3)
Please
don't
use
excel
if
you
don't
know
the
very
well
sheet
formatting
which
is
given
in
the
sample
sheet.
Use
CSV
for
hassle-free
import
without
format
issue.
If
you
want
to
use
excel
and
want
to
clear
the
format
then
please
check
this
video.
4)
Add
Custom
Fields
or
Non-Exist
Standard
odoo
fields
at
the
end,
For
adding
those
fields
pls
check
the
custom
fields
section.
CSV/Excel file formate must be like this.
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 "I".
Videos
Version 12.0.3 | Released on : 21st October 2020
- Small Bug Fixed.
Version 12.0.2 | Released on : 09th May 2020
- Easy to import custom fields from CSV or Excel.
Version 12.0.1 | Released on : 02nd December 2019
- Initial Release.
- Please Contact Us at sales@softhealer.com to request customization.
- Yes, we provide free upgrades as well as free support for 90 days.