53 lines
2.5 KiB
ReStructuredText
53 lines
2.5 KiB
ReStructuredText
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Export Data From Odoo
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======================
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When working with a database, it sometimes is necessary to export your data in a distinct file.
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Doing so can help to do reporting over your activities (even if Odoo offers a precise and easy
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reporting tool with each available application).
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With Odoo, you can export the values from any field in any record. To do so,
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activate the list view on the items that need to be exported, click on *Action*, and, then,
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on *Export*.
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.. image:: media/list-view-export.png
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:align: center
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:alt: view of the different things to enable/click to export data
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Pretty simple, this action still comes with some specificities. In fact,
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when clicking on *Export*, a pop-up window appears with several
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options for the data to export:
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.. image:: media/export-data-overview.png
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:align: center
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:alt: overview of all the options to take into account when exporting data in Odoo
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1. With the *I want to update data* option ticked, the system only
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shows the fields which can be imported. This is very helpful in
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case you want to update existing records. Basically, this works
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like a filter. Leaving the box unticked gives way more field
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options because it shows all the fields, not just the ones which
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can be imported.
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2. When exporting, you can choose between two formats: .csv and .xls.
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With .csv, items are separated with a comma, while .xls holds information about all the
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worksheets in a file, including both content and formatting.
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3. Those are the items you may want to export. Use the arrows to display
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more sub-field options. Of course, you can use the search bar to
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find specific fields more easily. To use the search option more
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efficiently, display all the fields by clicking on all the
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arrows!
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4. The + button is there to add fields to the “to export” list.
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5. The “handles” next to the selected fields allow you to move the fields up and down to
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change the order in which they must be displayed in the exported
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file.
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6. The trashcan is there if you need to remove fields.
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7. For recurring reports, it might be interesting to save export presets.
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Select all the needed ones and click on the template bar.
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There, click on *New template* and give a name to yours. The
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next time you need to export the same list, simply select the
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related template.
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.. tip::
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It’s good to keep the field’s external identifier in mind. For example,
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*Related Company* is equal to *parent_id*. Doing so helps export
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only what you would like to import next.
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