[IMP] essentials: import export rewrite

closes odoo/documentation#8312

X-original-commit: c635baa0a2
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>

content/applications/essentials/export_import_data.rst

@@ -2,166 +2,245 @@
 Export and import data
 ======================
 
+In Odoo, it is sometimes necessary to export or import data for running reports, or for data
+modification. This document covers the export and import of data into and out of Odoo.
+
+.. important::
+   Sometimes, users run into a 'time out' error, or a record does not process, due to its size. This
+   can occur with large exports, or in cases where the import file is too large. To circumvent this
+   limitation surrounding the size of the records, process exports or imports in smaller batches.
+
 .. _export-data:
 
 Export data from Odoo
 =====================
 
-When working with a database, it sometimes is necessary to export your data in a distinct file.
-Doing so can help to do reporting over your activities (even if Odoo offers a precise and easy
-reporting tool with each available application).
+When working with a database, it is sometimes necessary to export data in a distinct file. Doing so
+can aid in reporting on activities, although, Odoo provides a precise and easy reporting tool with
+each available application.
 
-With Odoo, you can export the values from any field in any record. To do so,
-activate the list view on the items that need to be exported, click on *Action*, and, then,
-on *Export*.
+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
+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`.
 
 .. image:: export_import_data/list-view-export.png
    :align: center
-   :alt: view of the different things to enable/click to export data
+   :alt: View of the different things to enable/click to export data.
 
-Pretty simple, this action still comes with some specificities. In fact,
-when clicking on *Export*, a pop-up window appears with several
-options for the data to export:
+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 all the options to take into account when exporting data in Odoo
+   :alt: Overview of options to consider when exporting data in Odoo..
 
-#. With the *I want to update data* option ticked, the system only
-   shows the fields which can be imported. This is very helpful in
-   case you want to update existing records. Basically, this works
-   like a filter. Leaving the box unticked gives way more field
-   options because it shows all the fields, not just the ones which
-   can be imported.
-#. When exporting, you can choose between two formats: .csv and .xls.
-   With .csv, items are separated with a comma, while .xls holds information about all the
-   worksheets in a file, including both content and formatting.
-#. Those are the items you may want to export. Use the arrows to display
-   more sub-field options. Of course, you can use the search bar to
-   find specific fields more easily. To use the search option more
-   efficiently, display all the fields by clicking on all the
-   arrows!
-#. The + button is there to add fields to the "to export" list.
-#. The "handles" next to the selected fields allow you to move the fields up and down to
-   change the order in which they must be displayed in the exported
-   file.
-#. The trashcan is there if you need to remove fields.
-#. For recurring reports, it might be interesting to save export presets.
-   Select all the needed ones and click on the template bar.
-   There, click on *New template* and give a name to yours. The
-   next time you need to export the same list, simply select the
-   related template.
+#. 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 existing
+   records need to be updated. This works like a filter. Leaving the box unticked, gives many more
+   field options because it shows all the fields, not just the ones that can be imported.
+#. When exporting, there is the option to export in two formats: `.csv` and `.xls`. With `.csv`,
+   items are separated by a comma, while `.xls` holds information about all the worksheets in a
+   file, including both content and formatting.
+#. These are the items that can be exported. Use the :guilabel:`> (right arrow)` icon to display
+   more sub-field options. Use the :guilabel:`Search` bar to find specific fields. To use the
+   :guilabel:`Search` option more efficiently, click on all the :guilabel:`> (right arrows)` to
+   display all fields.
+#. The :guilabel:`+ (plus sign)` icon button is present to add fields to the :guilabel:`Fields to
+   export` list.
+#. The :guilabel:`↕️ (up-down arrow)` to the left of the selected fields can be used to move the
+   fields up and down, to change the order in which they are displayed in the exported file.
+   Drag-and-drop using the :guilabel:`↕️ (up-down arrow)` icon.
+#. The :guilabel:`🗑️ (trash can)` icon is used to remove fields. Click on the :guilabel:`🗑️ (trash
+   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.
 
 .. tip::
-   It’s good to keep the field’s external identifier in mind. For example,
-   *Related Company* is equal to *parent_id*. Doing so helps export
-   only what you would like to import next.
+   It is helpful to know the field's external identifier. For example, :guilabel:`Related Company`
+   in the export user interface is equal to *parent_id* (external identifier). This is helpful
+   because then, the only data exported is what should be modified and re-imported.
 
 .. _import-data:
 
 Import data into Odoo
 =====================
 
-How to start
-------------
+Importing data into Odoo is extremely helpful during implementation, or in times where data needs to
+be updated in bulk. The following documentation covers how to import data into an Odoo database.
 
-You can import data on any Odoo's business object using either Excel
-(.xlsx) or CSV (.csv) formats:
-contacts, products, bank statements, journal entries and even orders!
+.. warning::
+   Imports are permanent and **cannot** be undone. However, it is possible to use filters (`created
+   on` or `last modified`) to identify records changed or created by the import.
 
-Open the view of the object you want to populate and click on :menuselection:`Favorites --> Import
-records`.
+.. tip::
+   Activating :ref:`developer mode <developer-mode>` changes the visible import settings in the left
+   menu. Doing so reveals an :menuselection:`Advanced` menu. Included in this advanced menu are two
+   options: :guilabel:`Track history during import` and :guilabel:`Allow matching with subfields`.
 
-.. image:: export_import_data/import_button.png
+   .. 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
+   subscriptions and sends notifications during the import, but leads to a slower import.
+
+   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.
+
+Get started
+-----------
+
+Data can be imported on any Odoo business object using either Excel (`.xlsx`) or :abbr:`CSV
+(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:`⭐ Favorites --> Import records`.
+
+.. image:: export_import_data/import-button.png
    :align: center
+   :alt:  Favorites menu revealed with the import records option highlighted.
 
-There you are provided with templates you can easily populate
-with your own data. Such templates can be imported in one click;
-The data mapping is already done.
+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.
 
-How to adapt the template
--------------------------
+.. 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`).
 
-* Add, remove and sort columns to fit at best your data structure.
-* We advise to not remove the **ID** one (see why in the next section).
-* Set a unique ID to every single record by dragging down the ID sequencing.
+   .. image:: export_import_data/formatting.png
+      :align: center
+      :alt: Formatting options presented when a CVS file is imported in Odoo.
+
+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.
+
+Adapt a template
+----------------
+
+Import templates are provided in the import tool of the most common data to import (contacts,
+products, bank statements, etc.). Open them with any spreadsheet software (*Microsoft Office*,
+*OpenOffice*, *Google Drive*, etc.).
+
+Once the template is downloaded, proceed to follow these steps:
+
+- Add, remove, and sort columns to best fit the data structure.
+- It is strongly advised to **not** remove the :guilabel:`External ID` (ID) column (see why in the
+  next section).
+- Set a unique ID to every record by dragging down the ID sequencing in the :guilabel:`External ID`
+  (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.
 
-* When you add a new column, Odoo might not be able to map it automatically if its
-  label doesn't fit any field in Odoo. Don't worry! You can map
-  new columns manually when you test the import. Search the list for the
-  corresponding field.
+.. note::
+   When a new column is added, Odoo may not be able to map it automatically, if its label does not
+   fit any field within Odoo. However, new columns can be mapped manually when the import is tested.
+   Search the drop-down menu for the corresponding field.
 
-    .. image:: export_import_data/field_list.png
-       :align: center
+   .. 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 your file in order to make it work
-  straight on the very next time.
+   Then, use this field's label in the import file to ensure future imports are successful.
 
-How to import from another application
---------------------------------------
+.. tip::
+   Another useful way to find out the proper column names to import is to export a sample file
+   using the fields that should be imported. This way, if there is not a sample import template,
+   the names are accurate.
 
-In order to re-create relationships between different records,
-you should use the unique identifier from the original application
-and map it to the **ID** (External ID) column in Odoo.
-When you import another record that links to the first one,
-use **XXX/ID** (XXX/External ID) to the original unique identifier.
-You can also find this record using its name but you will be stuck
-if at least 2 records have the same name.
+Import from another application
+-------------------------------
 
-The **ID** will also be used to update the original import
-if you need to re-import modified data later,
-it's thus good practice to specify it whenever possible.
+The :guilabel:`External ID` (ID) is a unique identifier for the line item. Feel free to use one
+from previous software to facilitate the transition to Odoo.
 
+Setting an ID is not mandatory when importing, but it helps in many cases:
 
-I cannot find the field I want to map my column to
---------------------------------------------------
+- Update imports: import the same file several times without creating duplicates.
+- :ref:`Import relation fields <export_import_data/relation-fields>`.
 
-Odoo tries to find with some heuristic, based on the first ten lines of
-the files, the type of field for each column inside your file.
-For example if you have a column only containing numbers,
-only the fields that are of type *Integer* will be displayed for you
-to choose from.
-While this behavior might be good and easy for most cases,
-it is also possible that it goes wrong or that you want to
-map your column to a field that is not proposed by default.
+To recreate relationships between different records, the unique identifier from the original
+application should be used to map it to the :guilabel:`External ID` (ID) column in Odoo.
 
-If that happens, you just have to check the
-** Show fields of relation fields (advanced)** option,
-you will then be able to choose from the complete list of fields for each column.
+When another record is imported that links to the first one, use **XXX/ID** (XXX/External ID) for
+the original unique identifier. This record can also be found using its name.
+
+.. warning::
+   It should be noted that there will be a conflict if two or more records have the same name.
+
+The :guilabel:`External ID` (ID) can also be used to update the original import, if modified data
+needs to be re-imported later, therefore, it is a good practice to specify it whenever possible.
+
+Field missing to map column
+---------------------------
+
+Odoo heuristically tries to find the type of field for each column inside the imported file, based
+on the first ten lines of the files.
+
+For example, if there is a column only containing numbers, only the fields with the *integer* type
+are presented as options.
+
+While this behavior might be beneficial in most cases, it is also possible that it could fail, or
+the column may be mapped to a field that is not proposed by default.
+
+If this happens, check the :guilabel:`Show fields of relation fields (advanced) option`, then a
+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.
 
-Where can I change the date import format?
-------------------------------------------
-
-Odoo can automatically detect if a column is a date, and it will try to guess the date format from a
-set of most commonly used date formats. While this process can work for many date formats, some date
-formats will not be recognized. This can cause confusion due to day-month inversions; it is
-difficult to guess which part of a date format is the day and which part is the month in a date such
-as '01-03-2016'.
-
-To view which date format Odoo has found from your file you can check the **Date Format** that is
-shown when clicking on **Options** under the file selector. If this format is incorrect you can
-change it to your liking using the *ISO 8601* to define the format.
+Change data import format
+-------------------------
 
 .. note::
-   If you are importing an excel (.xls, .xlsx) file, you can use date cells to store dates as the
-   display of dates in excel is different from the way it is stored. That way you will be sure that
-   the date format is correct in Odoo whatever your locale date format is.
+   Odoo can automatically detect if a column is a date, and tries to guess the date format from a
+   set of most commonly used date formats. While this process can work for many date formats, some
+   date formats are not recognizable. This can cause confusion, due to day-month inversions; it is
+   difficult to guess which part of a date format is the day, and which part is the month, in a
+   date, such as `01-03-2016`.
 
-Can I import numbers with currency sign (e.g.: $32.00)?
--------------------------------------------------------
+When importing a :abbr:`CSV (Comma-separated Values)` file, Odoo provides :guilabel:`Formatting`
+options.
 
-Yes, we fully support numbers with parenthesis to represent negative sign as well as numbers with
-currency sign attached to them. Odoo also automatically detect which thousand/decimal separator you
-use (you can change those under **options**). If you use a currency symbol that is not known to
-Odoo, it might not be recognized as a number though and it will crash.
+To view which date format Odoo has found from the file, check the :guilabel:`Date Format` that is
+shown when clicking on options under the file selector. If this format is incorrect, change it to
+the preferred format using *ISO 8601* to define the format.
 
-Examples of supported numbers (using thirty-two thousands as an example):
+.. important::
+   *ISO 8601* is an international standard, covering the worldwide exchange, along with the
+   communication of date and time-related data. For example, the date format should be `YYYY-MM-DD`.
+   So, in the case of July 24th 1981, it should be written as `1981-07-24`.
+
+.. tip::
+   When importing Excel files (`.xls`, `.xlsx`), consider using *date cells* to store dates. This
+   maintains locale date formats for display, regardless of how the date is formatted in Odoo. When
+   importing a :abbr:`CSV (Comma-separated Values)` file, use Odoo's :guilabel:`Formatting` section
+   to select the date format columns to import.
+
+Import numbers with currency signs
+----------------------------------
+
+Odoo fully supports numbers with parenthesis to represent negative signs, as well as numbers with
+currency signs attached to them. Odoo also automatically detects which thousand/decimal separator is
+used. If a currency symbol unknown to Odoo is used, it might not be recognized as a number, and the
+import crashes.
+
+.. note::
+   When importing a :abbr:`CSV (Comma-separated Values)` file, the :guilabel:`Formatting` menu
+   appears on the left-hand column. Under these options, the :guilabel:`Thousands Separator` can be
+   changed.
+
+Examples of supported numbers (using 'thirty-two thousand' as the figure):
 
 - 32.000,00
 - 32000,00
@@ -176,156 +255,191 @@ Example that will not work:
 - ABC 32.000,00
 - $ (32.000,00)
 
-What can I do when the Import preview table isn't displayed correctly?
-----------------------------------------------------------------------
+.. important::
+   A :guilabel:`() (parenthesis)` around the number indicates that the number is a negative value.
+   The currency symbol **must** be placed within the parenthesis for Odoo to recognize it as a
+   negative currency value.
 
-By default the Import preview is set on commas as field separators and quotation marks as text
-delimiters. If your csv file does not have these settings, you can modify the File Format Options
-(displayed under the Browse CSV file bar after you select your file).
+Import preview table not displayed correctly
+--------------------------------------------
 
-Note that if your CSV file has a tabulation as separator, Odoo will not detect the separations. You
-will need to change the file format options in your spreadsheet application. See the following
-question.
+By default, the import preview is set on commas as field separators, and quotation marks as text
+delimiters. If the :abbr:`CSV (Comma-separated Values)` file does not have these settings, modify
+the :guilabel:`Formatting` options (displayed under the :guilabel:`Import` :abbr:`CSV
+(Comma-separated Values)` file bar after selecting the :abbr:`CSV (Comma-separated Values)` file).
 
-How can I change the CSV file format options when saving in my spreadsheet application?
----------------------------------------------------------------------------------------
+.. important::
+   If the :abbr:`CSV (Comma-separated Values)` file has a tabulation as a separator, Odoo does
+   **not** detect the separations. The file format options need to be modified in the spreadsheet
+   application. See the following :ref:`Change CSV file format <export_import_data/change-csv>`
+   section.
 
-If you edit and save CSV files in spreadsheet applications, your computer's regional settings will
-be applied for the separator and delimiter. We suggest you use OpenOffice or LibreOffice Calc as
-they will allow you to modify all three options (in :menuselection:`'Save As' dialog box --> Check the
-box 'Edit filter settings' --> Save`).
+.. _export_import_data/change-csv:
 
-Microsoft Excel will allow you to modify only the encoding when saving (in :menuselection:`'Save As'
-dialog box --> click 'Tools' dropdown list --> Encoding tab`).
+Change CSV file format in spreadsheet application
+-------------------------------------------------
 
-What's the difference between Database ID and External ID?
-----------------------------------------------------------
+When editing and saving :abbr:`CSV (Comma-separated Values)` files in spreadsheet applications, the
+computer's regional settings are applied for the separator and delimiter. Odoo suggests using
+*OpenOffice* or *LibreOffice*, as both applications allow modifications of all three options (from
+*LibreOffice* application, go to :menuselection:`'Save As' dialog box --> Check the box 'Edit filter
+settings' --> Save`).
+
+Microsoft Excel can modify the encoding when saving (:menuselection:`'Save As' dialog box -->
+'Tools' drop-down menu --> Encoding tab`).
+
+Difference between Database ID and External ID
+----------------------------------------------
 
 Some fields define a relationship with another object. For example, the country of a contact is a
-link to a record of the 'Country' object. When you want to import such fields, Odoo will have to
-recreate links between the different records. To help you import such fields, Odoo provides three
-mechanisms. You must use one and only one mechanism per field you want to import.
+link to a record of the 'Country' object. When such fields are imported, Odoo has to recreate links
+between the different records. To help import such fields, Odoo provides three mechanisms.
 
-For example, to reference the country of a contact, Odoo proposes you 3 different fields to import:
+.. important::
+   **Only one** mechanism should be used per field that is imported.
 
-- Country: the name or code of the country
-- Country/Database ID: the unique Odoo ID for a record, defined by the ID postgresql column
-- Country/External ID: the ID of this record referenced in another application (or the .XML file
-  that imported it)
+For example, to reference the country of a contact, Odoo proposes three different fields to import:
 
-For the country Belgium, you can use one of these 3 ways to import:
+- :guilabel:`Country`: the name or code of the country
+- :guilabel:`Country/Database ID`: the unique Odoo ID for a record, defined by the ID PostgreSQL
+  column
+- :guilabel:`Country/External ID`: the ID of this record referenced in another application (or the
+  `.XML` file that imported it)
 
-- Country: Belgium
-- Country/Database ID: 21
-- Country/External ID: base.be
+For the country of Belgium, for example, use one of these three ways to import:
 
-According to your need, you should use one of these 3 ways to reference records in relations. Here
-is when you should use one or the other, according to your need:
+- :guilabel:`Country`: `Belgium`
+- :guilabel:`Country/Database ID`: `21`
+- :guilabel:`Country/External ID`: `base.be`
 
-- Use Country: This is the easiest way when your data come from CSV files that have been created
-  manually.
-- Use Country/Database ID: You should rarely use this notation. It's mostly used by developers as
-  it's main advantage is to never have conflicts (you may have several records with the same name,
+According to the company's need, use one of these three ways to reference records in relations. Here
+is an example when one or the other should be used, according to the need:
+
+- Use :guilabel:`Country`: this is the easiest way when data comes from :abbr:`CSV (Comma-separated
+  Values)` files that have been created manually.
+- Use :guilabel:`Country/Database ID`: this should rarely be used. It is mostly used by developers
+  as the main advantage is to never have conflicts (there may be several records with the same name,
   but they always have a unique Database ID)
-- Use Country/External ID: Use External ID when you import data from a third party application.
+- Use :guilabel:`Country/External ID`: use *External ID* when importing data from a third-party
+  application.
 
-When you use External IDs, you can import CSV files with the "External ID" column to define the
-External ID of each record you import. Then, you will be able to make a reference to that record
-with columns like "Field/External ID". The following two CSV files give you an example for Products
-and their Categories.
+When *External IDs* are used, import :abbr:`CSV (Comma-separated Values)` files with the
+:guilabel:`External ID` (ID) column defining the *External ID* of each record that is imported.
+Then, a reference can be made to that record with columns, like `Field/External ID`. The following
+two :abbr:`CSV (Comma-separated Values)` files provide an example for products and their categories.
 
-:download:`CSV file for categories
-<export_import_data/External_id_3rd_party_application_product_categories.csv>`.
+- :download:`CSV file for categories
+  <export_import_data/External_id_3rd_party_application_product_categories.csv>`
+- :download:`CSV file for Products
+  <export_import_data/External_id_3rd_party_application_products.csv>`
 
-:download:`CSV file for Products
-<export_import_data/External_id_3rd_party_application_products.csv>`.
+.. _export_import_data/relation-fields:
 
-What can I do if I have multiple matches for a field?
------------------------------------------------------
+Import relation fields
+----------------------
 
-If for example you have two product categories with the child name "Sellable" (ie. "Misc.
-Products/Sellable" & "Other Products/Sellable"), your validation is halted but you may still import
-your data. However, we recommend you do not import the data because they will all be linked to the
-first 'Sellable' category found in the Product Category list ("Misc. Products/Sellable"). We
-recommend you modify one of the duplicates' values or your product category hierarchy.
+An Odoo object is always related to many other objects (e.g. a product is linked to product
+categories, attributes, vendors, etc.). To import those relations, the records of the related object
+need to be imported first, from their own list menu.
 
-However if you do not wish to change your configuration of product categories, we recommend you use
-make use of the external ID for this field 'Category'.
+This can be achieved by using either the name of the related record, or its ID, depending on the
+circumstances. The ID is expected when two records have the same name. In such a case add `/ ID`
+at the end of the column title (e.g. for product attributes: `Product Attributes / Attribute / ID`).
 
-How can I import a many2many relationship field (e.g. a customer that has multiple tags)?
------------------------------------------------------------------------------------------
+Options for multiple matches on fields
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 
-The tags should be separated by a comma without any spacing. For example, if you want your customer
-to be linked to both tags 'Manufacturer' and 'Retailer' then you will encode "Manufacturer,Retailer"
-in the same column of your CSV file.
+If, for example, there are two product categories with the child name `Sellable` (e.g. `Misc.
+Products/Sellable` & `Other Products/Sellable`), the validation is halted, but the data may still be
+imported. However, Odoo recommends that the data is not imported because it will all be linked to
+the first `Sellable` category found in the *Product Category* list (`Misc. Products/Sellable`).
+Odoo, instead, recommends modifying one of the duplicate's values, or the product category
+hierarchy.
 
-:download:`CSV file for Manufacturer, Retailer <export_import_data/m2m_customers_tags.csv>`
+However, if the company does not wish to change the configuration of product categories, Odoo
+recommends making use of the *External ID* for this field, 'Category'.
 
+Import many2many relationship fields
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 
-How can I import a one2many relationship (e.g. several Order Lines of a Sales Order)?
--------------------------------------------------------------------------------------
+The tags should be separated by a comma, without any spacing. For example, if a customer needs to be
+linked to both tags: `Manufacturer` and `Retailer` then 'Manufacturer,Retailer' needs to be encoded
+in the same column of the :abbr:`CSV (Comma-separated Values)` file.
 
-If you want to import sales order having several order lines; for each order line, you need to
-reserve a specific row in the CSV file. The first order line will be imported on the same row as the
-information relative to order. Any additional lines will need an additional row that does not have
-any information in the fields relative to the order. As an example, here is
-``purchase.order_functional_error_line_cant_adpat.CSV`` file of some quotations you can import,
-based on demo data.
+- :download:`CSV file for Manufacturer, Retailer <export_import_data/m2m_customers_tags.csv>`
 
-:download:`File for some Quotations <export_import_data/purchase.order_functional_error_line_cant_adpat.csv>`.
+Import one2many relationships
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 
-The following CSV file shows how to import purchase orders with their respective purchase order
-lines:
+If a company wants to import a sales order with several order lines, a specific row **must** be
+reserved in the :abbr:`CSV (Comma-separated Values)` file for each order line. The first order line
+is imported on the same row as the information relative to order. Any additional lines need an
+additional row that does not have any information in the fields relative to the order.
 
-:download:`Purchase orders with their respective purchase order lines <export_import_data/o2m_purchase_order_lines.csv>`.
+As an example, here is a :abbr:`CSV (Comma-separated Values)` file of some quotations that can be
+imported, based on demo data:
 
-The following CSV file shows how to import customers and their respective contacts:
+- :download:`File for some Quotations
+  <export_import_data/purchase.order_functional_error_line_cant_adpat.csv>`
 
-:download:`Customers and their respective contacts <export_import_data/o2m_customers_contacts.csv>`.
+The following :abbr:`CSV (Comma-separated Values)` file shows how to import purchase orders with
+their respective purchase order lines:
 
-Can I import several times the same record?
--------------------------------------------
+- :download:`Purchase orders with their respective purchase order lines
+  <export_import_data/o2m_purchase_order_lines.csv>`
 
-If you import a file that contains one of the column "External ID" or "Database ID", records that
-have already been imported will be modified instead of being created. This is very useful as it
-allows you to import several times the same CSV file while having made some changes in between two
-imports. Odoo will take care of creating or modifying each record depending if it's new or not.
+The following :abbr:`CSV (Comma-separated Values)` file shows how to import customers and their
+respective contacts:
 
-This feature allows you to use the Import/Export tool of Odoo to modify a batch of records in your
-favorite spreadsheet application.
+- :download:`Customers and their respective contacts
+  <export_import_data/o2m_customers_contacts.csv>`
 
-What happens if I do not provide a value for a specific field?
+Import records several times
+----------------------------
+
+If an imported file contains one of the columns: :guilabel:`External ID` or :guilabel:`Database ID`,
+records that have already been imported are modified, instead of being created. This is extremely
+useful as it allows users to import the same :abbr:`CSV (Comma-separated Values)` file several
+times, while having made some changes in between two imports.
+
+Odoo takes care of creating or modifying each record, depending if it is new or not.
+
+This feature allows a company to use the *Import/Export tool* in Odoo to modify a batch of records
+in a spreadsheet application.
+
+Value not provided for a specific field
+---------------------------------------
+
+If all fields are not set in the CSV file, Odoo assigns the default value for every non-defined
+field. But, if fields are set with empty values in the :abbr:`CSV (Comma-separated Values)` file,
+Odoo sets the empty value in the field, instead of assigning the default value.
+
+Export/import different tables from an SQL application to Odoo
 --------------------------------------------------------------
 
-If you do not set all fields in your CSV file, Odoo will assign the default value for every non
-defined fields. But if you set fields with empty values in your CSV file, Odoo will set the EMPTY
-value in the field, instead of assigning the default value.
+If data needs to be imported from different tables, relations need to be recreated between records
+belonging to different tables. For instance, if companies and people are imported, the link between
+each person and the company they work for needs to be recreated.
 
-How to export/import different tables from an SQL application to Odoo?
-----------------------------------------------------------------------
+To manage relations between tables, use the `External ID` facilities of Odoo. The `External ID` of a
+record is the unique identifier of this record in another application. The `External ID` must be
+unique across all records of all objects. It is a good practice to prefix this `External ID` with
+the name of the application or table. (like, 'company_1', 'person_1' - instead of '1')
 
-If you need to import data from different tables, you will have to recreate relations between
-records belonging to different tables. (e.g. if you import companies and persons, you will have to
-recreate the link between each person and the company they work for).
+As an example, suppose there is an SQL database with two tables that are to be imported: companies
+and people. Each person belongs to one company, so the link between a person and the company they
+work for must be recreated.
 
-To manage relations between tables, you can use the "External ID" facilities of Odoo. The "External
-ID" of a record is the unique identifier of this record in another application. This "External ID"
-must be unique across all the records of all objects, so it's a good practice to prefix this
-"External ID" with the name of the application or table. (like 'company_1', 'person_1' instead of
-'1')
+Test this example, with a :download:`sample of a PostgreSQL database
+<export_import_data/database_import_test.sql>`.
 
-As an example, suppose you have a SQL database with two tables you want to import: companies and
-persons. Each person belong to one company, so you will have to recreate the link between a person
-and the company he work for. (If you want to test this example, here is a :download:`dump of such a
-PostgreSQL database <export_import_data/database_import_test.sql>`)
-
-We will first export all companies and their "External ID". In PSQL, write the following command:
+First, export all companies and their *External ID*. In PSQL, write the following command:
 
 .. code-block:: sh
 
    > copy (select 'company_'||id as "External ID",company_name as "Name",'True' as "Is a Company" from companies) TO '/tmp/company.csv' with CSV HEADER;
 
-This SQL command will create the following CSV file:
+This SQL command creates the following :abbr:`CSV (Comma-separated Values)` file:
 
 .. code-block:: text
 
@@ -334,13 +448,14 @@ This SQL command will create the following CSV file:
    company_2,Organi,True
    company_3,Boum,True
 
-To create the CSV file for persons, linked to companies, we will use the following SQL command in PSQL:
+To create the :abbr:`CSV (Comma-separated Values)` file for people linked to companies, use the
+following SQL command in PSQL:
 
 .. code-block:: sh
 
     > copy (select 'person_'||id as "External ID",person_name as "Name",'False' as "Is a Company",'company_'||company_id as "Related Company/External ID" from persons) TO '/tmp/person.csv' with CSV
 
-It will produce the following CSV file:
+It produces the following :abbr:`CSV (Comma-separated Values)` file:
 
 .. code-block:: text
 
@@ -350,62 +465,13 @@ It will produce the following CSV file:
    person_3,Eric,False,company_2
    person_4,Ramsy,False,company_3
 
-As you can see in this file, Fabien and Laurence are working for the Bigees company (company_1) and
-Eric is working for the Organi company. The relation between persons and companies is done using the
-External ID of the companies. We had to prefix the "External ID" by the name of the table to avoid a
-conflict of ID between persons and companies (person_1 and company_1 who shared the same ID 1 in the
-original database).
+In this file, Fabien and Laurence are working for the Bigees company (`company_1`), and Eric is
+working for the Organi company. The relation between people and companies is done using the
+*External ID* of the companies. The *External ID* is prefixed by the name of the table to avoid a
+conflict of ID between people and companies (`person_1` and `company_1`, who shared the same ID 1 in
+the original database).
 
 The two files produced are ready to be imported in Odoo without any modifications. After having
-imported these two CSV files, you will have 4 contacts and 3 companies. (the firsts two contacts are
-linked to the first company). You must first import the companies and then the persons.
-
-How to adapt an import template
-===============================
-
-Import templates are provided in the import tool of the most common data to
-import (contacts, products, bank statements, etc.).
-You can open them with any spreadsheets software (Microsoft Office,
-OpenOffice, Google Drive, etc.).
-
-How to customize the file
-=========================
-
-* Remove columns you don't need. We advise to not remove the *ID* one (see
-  why here below).
-* Set a unique ID to every single record by dragging down the ID sequencing.
-
-  .. image:: export_import_data/dragdown.gif
-     :align: center
-
-* When you add a new column, Odoo might not be able to map it automatically if its
-  label doesn't fit any field of the system.
-  If so, find the corresponding field using the search.
-
-    .. image:: export_import_data/field_list.png
-       :align: center
-
-  Then, use the label you found in your import template in order to make it work
-  straight away the very next time you try to import.
-
-Why an “ID” column
-==================
-
-The **ID** (External ID) is an unique identifier for the line item.
-Feel free to use the one of your previous software to ease the transition to Odoo.
-
-Setting an ID is not mandatory when importing but it helps in many cases:
-
-* Update imports: you can import the same file several times without creating duplicates;
-* Import relation fields (see here below).
-
-How to import relation fields
-=============================
-
-An Odoo object is always related to many other objects (e.g. a product is linked
-to product categories, attributes, vendors, etc.). To import those relations you need to
-import the records of the related object first from their own list menu.
-
-You can do it using either the name of the related record or its ID. The ID is expected when
-two records have the same name. In such a case add " / ID" at the end of the column title
-(e.g. for product attributes: Product Attributes / Attribute / ID).
+imported these two :abbr:`CSV (Comma-separated Values)` files, there are four contacts and three
+companies (the first two contacts are linked to the first company). Keep in mind to first import
+the companies, and then the people.