diff --git a/crm/leads/generate/import.rst b/crm/leads/generate/import.rst index d1893f925..4f974c879 100644 --- a/crm/leads/generate/import.rst +++ b/crm/leads/generate/import.rst @@ -1,3 +1,97 @@ ================================== How to import contacts to the CRM? ================================== + +In Odoo CRM, you can import a database of potential customers, for +instance for a cold emailing or cold calling campaign, through a CSV +file. You may be wondering if the best option is to import your contacts +as leads or opportunities. It depends on your business specificities and +workflow: + +- Some companies may decide to not use leads, but instead to keep all + information directly in an opportunity. For some companies, leads + are merely an extra step in the sales process. You could call + this extended (start from lead) versus simplified (start from + opportunity) customer relationship management. + +- Odoo perfectly allows for either one of these approaches to be + chosen. If your company handles its sales from a pre + qualification step, feel free to activate first the lead stage as + described below in order to import your database as leads + +Activate the lead stage +======================= + +By default, the lead stage is not activated in Odoo CRM. If you want to +import your contacts as leads rather than opportunities, go to +:menuselection:`Configuration --> Settings`, select the option **use leads +if…** as shown below and click on **Apply**. + +.. image:: ./media/import01.jpg + :align: center + + +This activation will create a new submenu :menuselection:`Sales --> Leads` +from which you will be able to import your contacts from the +**Import** button (if you want to create a lead manually, :doc:`click here `) + +.. image:: ./media/import02.jpg + :align: center + +Import your CSV file +==================== + +On the new submenu :menuselection:`Sales --> Leads`, click on **Import** and select your +Excel file to import from the **Choose File** button. Make sure its +extension is **.csv** and don't forget to set up the correct File format +options (**Encoding** and **Separator**) to match your local +settings and display your columns properly. + +.. note:: + If your prospects database is provided in another format than CSV, you can + easily convert it to the CSV format using Microsoft Excel, OpenOffice / + LibreOffice Calc, Google Docs, etc. + +.. image:: ./media/import03.jpg + :align: center + +Select rows to import +===================== + +Odoo will automatically map the column headers from your CSV file to the +corresponding fields if you tick *The first row of the file contains the +label of the column* option. This makes imports easier especially when +the file has many columns. Of course, you can remap the column headers +to describe the property you are importing data into (First Name, Last +Name, Email, etc.). + +.. image:: ./media/import04.jpg + :align: center + +.. tip:: + + If you want to import your contacts as opportunities rather than leads, make + sure to add the *Type* column to your csv. This column is used to indicate + whether your import will be flagged as a Lead (type = Lead) or as an + opportunity (type = Opportunity). + +Click the **Validate** button if you want to let Odoo verify that +everything seems okay before importing. Otherwise, you can directly +click the Import button: the same validations will be done. + +.. note:: + + For additional technical information on how to import contacts into Odoo CRM, + read the **Frequently Asked Questions** section located below the Import tool + on the same window. + +.. seealso:: + + - :doc:`manual` + - :doc:`from_emails` + - :doc:`website` + +.. rst-class:: text-muted + +| Written by Geoffrey Bressan (Odoo) +| Proofread by Samuel Cabodi (Odoo) diff --git a/crm/leads/generate/media/import01.jpg b/crm/leads/generate/media/import01.jpg new file mode 100644 index 000000000..113fccb0d Binary files /dev/null and b/crm/leads/generate/media/import01.jpg differ diff --git a/crm/leads/generate/media/import02.jpg b/crm/leads/generate/media/import02.jpg new file mode 100644 index 000000000..8499af5e0 Binary files /dev/null and b/crm/leads/generate/media/import02.jpg differ diff --git a/crm/leads/generate/media/import03.jpg b/crm/leads/generate/media/import03.jpg new file mode 100644 index 000000000..9de819ab0 Binary files /dev/null and b/crm/leads/generate/media/import03.jpg differ diff --git a/crm/leads/generate/media/import04.jpg b/crm/leads/generate/media/import04.jpg new file mode 100644 index 000000000..2fb278caa Binary files /dev/null and b/crm/leads/generate/media/import04.jpg differ