diff --git a/content/applications/essentials/export_import_data.rst b/content/applications/essentials/export_import_data.rst index ecf72d465..1ff66c980 100644 --- a/content/applications/essentials/export_import_data.rst +++ b/content/applications/essentials/export_import_data.rst @@ -28,15 +28,13 @@ select a record, tick the checkbox next to the corresponding record. Finally, cl then :guilabel:`Export`. .. image:: export_import_data/list-view-export.png - :align: center :alt: View of the different things to enable/click to export data. When clicking on :guilabel:`Export`, an :guilabel:`Export Data` pop-over window appears, with several options for the data to export: .. image:: export_import_data/export-data-overview.png - :align: center - :alt: Overview of options to consider when exporting data in Odoo.. + :alt: Overview of options to consider when exporting data in Odoo. #. With the :guilabel:`I want to update data (import-compatable export)` option ticked, the system only shows the fields that can be imported. This is helpful in the case where the :ref:`existing @@ -87,7 +85,6 @@ data into an Odoo database. options: :guilabel:`Track history during import` and :guilabel:`Allow matching with subfields`. .. image:: export_import_data/advanced-import.png - :align: center :alt: Advanced import options when developer mode is activated. If the model uses openchatter, the :guilabel:`Track history during import` option sets up @@ -96,6 +93,8 @@ data into an Odoo database. Should the :guilabel:`Allow matching with subfields` option be selected, then all subfields within a field are used to match under the :guilabel:`Odoo Field` while importing. +.. _essentials/export_import_data/get-started: + Get started ----------- @@ -103,30 +102,32 @@ Data can be imported on any Odoo business object using either Excel (`.xlsx`) or (Comma-separated Values)` (`.csv`) formats. This includes: contacts, products, bank statements, journal entries, and orders. -Open the view of the object to which the data should be imported/populated, and click on -:menuselection:`⚙️ (Action) --> Import records`. +Open the view of the object to which the data should be imported/populated, click the :icon:`fa-cog` +(:guilabel:`gear`) icon and select :guilabel:`Import records`. .. image:: export_import_data/import-button.png - :align: center :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, -since the data mapping is already done. To download a template click :guilabel:`Import Template for -Customers` at the center of the page. +Click :icon:`fa-download`:guilabel:`Import Template for Customers` at the center of the page to +download a :ref:`template ` and populate it with +the company's own data. Such templates can be imported in one click since the data mapping is +already preconfigured. -.. important:: - When importing a :abbr:`CSV (Comma-separated Values)` file, Odoo provides :guilabel:`Formatting` - options. These options do **not** appear when importing the proprietary Excel file type (`.xls`, - `.xlsx`). +To upload the downloaded template or your own file, follow the next steps: - .. image:: export_import_data/formatting.png - :align: center - :alt: Formatting options presented when a CVS file is imported in Odoo. +#. Click :guilabel:`Upload Data File` and select the desired file. +#. Adjust the :guilabel:`Formatting` options as needed (for CSV files only). +#. Ensure all data in the :guilabel:`File Column` is correctly mapped to the appropriate + :guilabel:`Odoo Field` and free of errors. +#. (Optional) Click :guilabel:`Load Data File` to reload the same file or upload a different one. +#. Click :guilabel:`Test` to verify that the data is valid. +#. Click :guilabel:`Import`. -Make necessary adjustments to the *Formatting* options, and ensure all columns in the -:guilabel:`Odoo field` and :guilabel:`File Column` are free of errors. Finally, click -:guilabel:`Import` to import the data. +.. note:: + The :guilabel:`Formatting` options do **not** appear when importing the proprietary Excel file + type (i.e., `.xls` or `.xlsx`). + +.. _essentials/export_import_data/adapt-a-template: Adapt a template ---------------- @@ -144,7 +145,6 @@ Once the template is downloaded, proceed to follow these steps: (ID) column. .. image:: export_import_data/dragdown.gif - :align: center :alt: An animation of the mouse dragging down the ID column, so each record has a unique ID. .. note:: @@ -153,7 +153,6 @@ Once the template is downloaded, proceed to follow these steps: Search the drop-down menu for the corresponding field. .. image:: export_import_data/field_list.png - :align: center :alt: Drop-down menu expanded in the initial import screen on Odoo. Then, use this field's label in the import file to ensure future imports are successful. @@ -203,7 +202,6 @@ If this happens, check the :guilabel:`Show fields of relation fields (advanced) complete list of fields becomes available for each column. .. image:: export_import_data/field_list.png - :align: center :alt: Searching for the field to match the tax column. Change data import format @@ -401,6 +399,33 @@ respective contacts: - :download:`Customers and their respective contacts ` +Import image files +------------------ + +To import image files along with the :ref:`uploaded ` +CSV or Excel file, follow the next steps: + +#. Add the image file names to the relevant :guilabel:`Image` column in the data file. +#. :ref:`Upload the data file ` or reload it by + clicking :guilabel:`Load Data File`. +#. Click :guilabel:`Upload your files` under the :guilabel:`Files to import` section. +#. Select the relevant image files. The number of files selected appears next to the button. +#. Click :guilabel:`Test` to verify that all data is valid. +#. Click :guilabel:`Import`. During the import process, Odoo performs a file check to automatically + link the uploaded images to the imported data file. If there is no match, the data file is + imported without any image. + +.. note:: + - The :guilabel:`Files to import` section is enabled if your product template has an + :guilabel:`Image` column with all fields populated. + - The image file names in the data file must correspond to the uploaded image files. + - When importing a large number of images, you can specify the maximum batch size in megabytes + and set a delay to prevent the system from becoming overloaded. To do so, :doc:`enable the + developer mode <../general/developer_mode>` and fill in the :guilabel:`Max size per + batch` and the :guilabel:`Delay after each batch` fields in the :guilabel:`Files to import` + section. By default, the delay meets the RPC/API call limit defined in the `Odoo Cloud - + Acceptable Use Policy `_. + Import records several times ----------------------------