[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

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@ -20,7 +20,7 @@ can aid in reporting on activities, although, Odoo provides a precise and easy r
each available application. each available application.
With Odoo, the values can be exported from any field in any record. To do so, activate the list view 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 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`. 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. can)` icon to remove the field.
#. For recurring reports, it is helpful to save export presets. Select all the needed fields, and #. 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 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 unique name to the export just created. Click the :guilabel:`💾 (floppy drive)` icon to save the
the related template that was previously saved from the drop-down menu. 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:: .. tip::
It is helpful to know the field's external identifier. For example, :guilabel:`Related Company` 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. journal entries, and orders.
Open the view of the object to which the data should be imported/populated, and click on 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 .. image:: export_import_data/import-button.png
:align: center :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 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, downloaded and populated with the company's own data. Such templates can be imported in one click,

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