$ 5.05
| Required Apps |
•
Sales (sale_management)
• Invoicing (account) • Discuss (mail) |
| Technical Name |
odoo_customer_supplier_import_csv
|
| License | OPL-1 |
| Technical Name |
odoo_customer_supplier_import_csv
|
| License | OPL-1 |
Introduction
Streamline your contact database management with the Import Customers & Suppliers from CSV module for Odoo. This essential tool is designed to eliminate the 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 commercial data—in bulk from a single, well-structured CSV file, you can build and maintain a robust contact database with unparalleled speed and accuracy. 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 CSV file.
Flexibility to either create new partner records or update the information of existing ones.
Differentiates between individual contacts and company records during the import process.
Import a wide range of partner details, including name, address, phone, email, website, and language.
Set key commercial information such as salesperson, payment terms, and pricelists.
Assign specific accounting details like receivable and payable accounts.
Includes a clear, easy-to-use sample CSV file to ensure your data is perfectly formatted.
Provides intelligent data validation to prevent duplicates and ensure data integrity.
Benefits
Drastically reduces the time and effort required for contact data entry and management.
Ensures a high degree 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, improving business agility.
Enables easy and efficient bulk updates to contact information.
Improves the quality and completeness of your CRM, sales, and purchasing data.
Empowers your teams with accurate and readily available contact information to drive business growth.
Compatibility & Technical Details
Required Modules: Sales Management (sale_management), Invoicing (account), Discuss (mail).
License: OPL-1
Technical Name: odoo_customer_supplier_import_csv
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 Customer/Supplier from CSV" 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.