$ 14.04
| Required Apps |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Technical Name |
crm_lead_import_excel
|
| License | OPL-1 |
| Technical Name |
crm_lead_import_excel
|
| License | OPL-1 |
Introduction
The CRM Lead Import Excel module for Odoo simplifies the process of importing lead data into your CRM system. Developed by Probuse Consulting Service Pvt. Ltd., this module allows businesses to efficiently migrate lead information from Excel files into Odoo CRM, saving time and reducing manual data entry errors. By supporting various lead attributes such as name, contact details, source, and campaign, the module ensures a seamless integration of external lead data into your Odoo environment.
Key Features
Bulk Import Capability: Import multiple leads simultaneously from Excel files.
Comprehensive Field Mapping: Map Excel columns to Odoo CRM fields, including name, email, phone, tags, and more.
Custom Field Support: Import custom fields defined in your Odoo CRM setup.
Data Validation: Validate data before import to ensure accuracy and consistency.
Sample Excel Template: Access a sample Excel file to guide the import process.
User-Friendly Interface: Navigate through an intuitive interface for importing leads.
Error Handling: Receive detailed error messages for any issues encountered during import.
Integration with Odoo CRM: Seamlessly integrates with the existing Odoo CRM module.
Support for Multiple Languages: Handle lead data in various languages supported by Odoo.
Open Source License: Distributed under the Odoo Proprietary License v1.0.
Benefits
Time Savings: Reduce the time spent on manual data entry by importing leads in bulk.
Improved Accuracy: Minimize human errors associated with manual data input.
Enhanced Productivity: Allow sales teams to focus on engaging with leads rather than data entry.
Seamless Data Integration: Integrate external lead data into Odoo CRM without disruptions.
Scalability: Easily import large volumes of lead data as your business grows.
Customizable Import Process: Tailor the import process to fit your specific business needs.
Data Consistency: Ensure consistent lead data formatting and structure.
Error Identification: Quickly identify and rectify errors during the import process.
Comprehensive Reporting: Generate reports based on imported lead data for analysis.
Cost-Effective Solution: Leverage an affordable tool to enhance your CRM capabilities.
Compatibility & Technical Details
Required Apps: CRM (crm), Calendar (calendar), Contacts (contacts), Discuss (mail), Invoicing (account)
Technical Name: crm_lead_import_excel
License: Odoo Proprietary License v1.0 (OPL-1)
Installation: Install via Odoo Apps interface; configure settings under CRM > Import > Import Leads/Pipeline.
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.