[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>
This commit is contained in:
tiku-odoo 2024-03-25 10:42:12 -04:00
parent c46e9eb7ea
commit 6d28b69fda
3 changed files with 6 additions and 5 deletions

View File

@ -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,

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