[IMP] essenials: import export version 17 updates
closes odoo/documentation#8388
X-original-commit: 97f5c6f02a
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
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@ -20,7 +20,7 @@ can aid in reporting on activities, although, Odoo provides a precise and easy r
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each available application.
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With Odoo, the values can be exported from any field in any record. To do so, activate the list view
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(:guilabel:`☰ (three horizontal lines)` icon), on the items that need to be exported, and then
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(:guilabel:`≣ (four horizontal lines)` icon), on the items that need to be exported, and then
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select the records that should be exported. To select a record, tick the checkbox next to the
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corresponding record. Finally, click on :guilabel:`⚙️ Action`, and then :guilabel:`Export`.
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@ -55,8 +55,9 @@ several options for the data to export:
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can)` icon to remove the field.
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#. For recurring reports, it is helpful to save export presets. Select all the needed fields, and
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click on the template drop-down menu. Once there, click on :guilabel:`New template`, and give a
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unique name to the export just created. The next time the same list needs to be exported, select
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the related template that was previously saved from the drop-down menu.
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unique name to the export just created. Click the :guilabel:`💾 (floppy drive)` icon to save the
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configuration. The next time the same list needs to be exported, select the related template that
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was previously saved from the drop-down menu.
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.. tip::
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It is helpful to know the field's external identifier. For example, :guilabel:`Related Company`
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@ -98,11 +99,11 @@ Data can be imported on any Odoo business object using either Excel (`.xlsx`) or
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journal entries, and orders.
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Open the view of the object to which the data should be imported/populated, and click on
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:menuselection:`⭐ Favorites --> Import records`.
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:menuselection:`⚙️ (Action) --> Import records`.
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.. image:: export_import_data/import-button.png
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:align: center
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:alt: Favorites menu revealed with the import records option highlighted.
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:alt: Action menu revealed with the import records option highlighted.
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After clicking :guilabel:`Import records`, Odoo reveals a separate page with templates that can be
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downloaded and populated with the company's own data. Such templates can be imported in one click,
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