This module is useful to import lead 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
Easy to import.
Import CSV or Excel.
No special configuration required, install it, use it.
This module saves your important time.
It reduces human efforts.
Version
- Easy to import custom fields from CSV or Excel.
- Initial Release.
First, you need to tick the "Import Lead" group to import the lead.
"Import leads" menu in the leads.
When you click the "Import Leads" 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 Leads are imported.
The following fields are imported.
Your CSV file format must match like below.
Your Excel file format must match like below.
The "Contact Name", "Tags" & "Sales Team" 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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