diff --git a/content/applications/essentials/export_import_data.rst b/content/applications/essentials/export_import_data.rst index f2e5db54a..c7b175851 100644 --- a/content/applications/essentials/export_import_data.rst +++ b/content/applications/essentials/export_import_data.rst @@ -20,7 +20,7 @@ can aid in reporting on activities, although, Odoo provides a precise and easy r each available application. With Odoo, the values can be exported from any field in any record. To do so, activate the list view -(:guilabel:`☰ (three horizontal lines)` icon), on the items that need to be exported, and then +(:guilabel:`≣ (four horizontal lines)` icon), on the items that need to be exported, and then select the records that should be exported. To select a record, tick the checkbox next to the corresponding record. Finally, click on :guilabel:`⚙️ Action`, and then :guilabel:`Export`. @@ -55,8 +55,9 @@ several options for the data to export: can)` icon to remove the field. #. For recurring reports, it is helpful to save export presets. Select all the needed fields, and click on the template drop-down menu. Once there, click on :guilabel:`New template`, and give a - unique name to the export just created. The next time the same list needs to be exported, select - the related template that was previously saved from the drop-down menu. + unique name to the export just created. Click the :guilabel:`💾 (floppy drive)` icon to save the + configuration. The next time the same list needs to be exported, select the related template that + was previously saved from the drop-down menu. .. tip:: It is helpful to know the field's external identifier. For example, :guilabel:`Related Company` @@ -98,11 +99,11 @@ Data can be imported on any Odoo business object using either Excel (`.xlsx`) or journal entries, and orders. Open the view of the object to which the data should be imported/populated, and click on -:menuselection:`⭐ Favorites --> Import records`. +:menuselection:`⚙️ (Action) --> Import records`. .. image:: export_import_data/import-button.png :align: center - :alt: Favorites menu revealed with the import records option highlighted. + :alt: Action menu revealed with the import records option highlighted. After clicking :guilabel:`Import records`, Odoo reveals a separate page with templates that can be downloaded and populated with the company's own data. Such templates can be imported in one click, diff --git a/content/applications/essentials/export_import_data/import-button.png b/content/applications/essentials/export_import_data/import-button.png index 6ec031e79..f1bdf18aa 100644 Binary files a/content/applications/essentials/export_import_data/import-button.png and b/content/applications/essentials/export_import_data/import-button.png differ diff --git a/content/applications/essentials/export_import_data/list-view-export.png b/content/applications/essentials/export_import_data/list-view-export.png index a1b8588a1..58f9dcb06 100644 Binary files a/content/applications/essentials/export_import_data/list-view-export.png and b/content/applications/essentials/export_import_data/list-view-export.png differ