$ 12.35
| Required Apps |
•
Inventory (stock)
• Purchase (purchase) • Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Technical Name |
bi_import_product_customer
|
| License | OPL-1 |
| Technical Name |
bi_import_product_customer
|
| License | OPL-1 |
Introduction
Streamline your contact management and accelerate your business setup with the Import Customers & Suppliers module for Odoo. This essential tool is designed to eliminate the highly inefficient and error-prone task of manually creating partner records one by one. By allowing you to import comprehensive customer and supplier details—including company information, contact persons, addresses, and payment terms—in bulk from a single Excel or CSV file, you can build a robust and accurate contact database in a fraction of the time. This module is the ideal solution for migrating data from a legacy system, onboarding a large number of new clients or vendors, or simply keeping your partner information consistently up-to-date.
Key Features
Import both customer and supplier (partner) data from a single, unified interface.
Supports both Excel (.xlsx) and CSV (.csv) file formats for your convenience.
Flexibility to create new partner records or update existing ones.
Differentiates between individual contacts and company records during import.
Import a wide range of partner details, including name, address, phone, email, and website.
Set key commercial information such as payment terms and pricelists.
Includes an easy-to-use sample file to ensure your data is perfectly formatted for a smooth import.
Provides clear validation and error messages to help you quickly identify and fix any issues.
Benefits
Drastically reduces the time and effort required for contact data entry and management.
Ensures high levels of accuracy and consistency across your entire partner database.
Accelerates the setup process for new Odoo implementations or company migrations.
Streamlines the onboarding of new customers and suppliers.
Enables easy and efficient bulk updates to contact information.
Improves the quality of your CRM and accounting data.
Empowers your sales and purchasing teams with accurate and readily available contact information.
Compatibility & Technical Details
Required Modules: Base (works with Contacts, Sales, and Purchase apps).
License: OPL-1
Technical Name: bi_import_product_customer
Installation:
Download the module file.
Place the module folder into your Odoo addons directory.
Restart the Odoo server.
Navigate to the 'Apps' menu, activate developer mode, and click 'Update Apps List'.
Search for "Import/Update Partner, Product from Excel" and click 'Install'.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.