[IMP] essentials/import data: add Import files section
task-4043639
closes odoo/documentation#11725
X-original-commit: 983346ae6b
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Emmanuel Minga (EMMI) <emmi@odoo.com>
This commit is contained in:
emmi-odoo
Audrey (auva)
parent
3d5d0681e9
commit
cc896e052f
@ -28,15 +28,13 @@ select a record, tick the checkbox next to the corresponding record. Finally, cl
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then :guilabel:`Export`.
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.. image:: export_import_data/list-view-export.png
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:align: center
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:alt: View of the different things to enable/click to export data.
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When clicking on :guilabel:`Export`, an :guilabel:`Export Data` pop-over window appears, with
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several options for the data to export:
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.. image:: export_import_data/export-data-overview.png
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:align: center
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:alt: Overview of options to consider when exporting data in Odoo..
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:alt: Overview of options to consider when exporting data in Odoo.
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#. With the :guilabel:`I want to update data (import-compatable export)` option ticked, the system
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only shows the fields that can be imported. This is helpful in the case where the :ref:`existing
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@ -87,7 +85,6 @@ data into an Odoo database.
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options: :guilabel:`Track history during import` and :guilabel:`Allow matching with subfields`.
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.. image:: export_import_data/advanced-import.png
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:align: center
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:alt: Advanced import options when developer mode is activated.
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If the model uses openchatter, the :guilabel:`Track history during import` option sets up
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@ -96,6 +93,8 @@ data into an Odoo database.
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Should the :guilabel:`Allow matching with subfields` option be selected, then all subfields
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within a field are used to match under the :guilabel:`Odoo Field` while importing.
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.. _essentials/export_import_data/get-started:
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Get started
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-----------
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@ -103,30 +102,32 @@ Data can be imported on any Odoo business object using either Excel (`.xlsx`) or
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(Comma-separated Values)` (`.csv`) formats. This includes: contacts, products, bank statements,
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journal entries, and orders.
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Open the view of the object to which the data should be imported/populated, and click on
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:menuselection:`⚙️ (Action) --> Import records`.
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Open the view of the object to which the data should be imported/populated, click the :icon:`fa-cog`
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(:guilabel:`gear`) icon and select :guilabel:`Import records`.
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.. image:: export_import_data/import-button.png
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:align: center
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:alt: Action menu revealed with the import records option highlighted.
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After clicking :guilabel:`Import records`, Odoo reveals a separate page with templates that can be
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downloaded and populated with the company's own data. Such templates can be imported in one click,
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since the data mapping is already done. To download a template click :guilabel:`Import Template for
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Customers` at the center of the page.
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Click :icon:`fa-download`:guilabel:`Import Template for Customers` at the center of the page to
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download a :ref:`template <essentials/export_import_data/adapt-a-template>` and populate it with
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the company's own data. Such templates can be imported in one click since the data mapping is
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already preconfigured.
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.. important::
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When importing a :abbr:`CSV (Comma-separated Values)` file, Odoo provides :guilabel:`Formatting`
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options. These options do **not** appear when importing the proprietary Excel file type (`.xls`,
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`.xlsx`).
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To upload the downloaded template or your own file, follow the next steps:
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.. image:: export_import_data/formatting.png
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:align: center
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:alt: Formatting options presented when a CVS file is imported in Odoo.
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#. Click :guilabel:`Upload Data File` and select the desired file.
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#. Adjust the :guilabel:`Formatting` options as needed (for CSV files only).
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#. Ensure all data in the :guilabel:`File Column` is correctly mapped to the appropriate
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:guilabel:`Odoo Field` and free of errors.
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#. (Optional) Click :guilabel:`Load Data File` to reload the same file or upload a different one.
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#. Click :guilabel:`Test` to verify that the data is valid.
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#. Click :guilabel:`Import`.
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Make necessary adjustments to the *Formatting* options, and ensure all columns in the
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:guilabel:`Odoo field` and :guilabel:`File Column` are free of errors. Finally, click
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:guilabel:`Import` to import the data.
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.. note::
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The :guilabel:`Formatting` options do **not** appear when importing the proprietary Excel file
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type (i.e., `.xls` or `.xlsx`).
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.. _essentials/export_import_data/adapt-a-template:
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Adapt a template
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----------------
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@ -144,7 +145,6 @@ Once the template is downloaded, proceed to follow these steps:
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(ID) column.
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.. image:: export_import_data/dragdown.gif
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:align: center
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:alt: An animation of the mouse dragging down the ID column, so each record has a unique ID.
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.. note::
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@ -153,7 +153,6 @@ Once the template is downloaded, proceed to follow these steps:
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Search the drop-down menu for the corresponding field.
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.. image:: export_import_data/field_list.png
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:align: center
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:alt: Drop-down menu expanded in the initial import screen on Odoo.
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Then, use this field's label in the import file to ensure future imports are successful.
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@ -203,7 +202,6 @@ If this happens, check the :guilabel:`Show fields of relation fields (advanced)
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complete list of fields becomes available for each column.
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.. image:: export_import_data/field_list.png
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:align: center
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:alt: Searching for the field to match the tax column.
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Change data import format
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@ -401,6 +399,33 @@ respective contacts:
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- :download:`Customers and their respective contacts
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<export_import_data/o2m_customers_contacts.csv>`
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Import image files
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------------------
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To import image files along with the :ref:`uploaded <essentials/export_import_data/get-started>`
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CSV or Excel file, follow the next steps:
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#. Add the image file names to the relevant :guilabel:`Image` column in the data file.
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#. :ref:`Upload the data file <essentials/export_import_data/get-started>` or reload it by
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clicking :guilabel:`Load Data File`.
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#. Click :guilabel:`Upload your files` under the :guilabel:`Files to import` section.
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#. Select the relevant image files. The number of files selected appears next to the button.
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#. Click :guilabel:`Test` to verify that all data is valid.
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#. Click :guilabel:`Import`. During the import process, Odoo performs a file check to automatically
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link the uploaded images to the imported data file. If there is no match, the data file is
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imported without any image.
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.. note::
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- The :guilabel:`Files to import` section is enabled if your product template has an
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:guilabel:`Image` column with all fields populated.
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- The image file names in the data file must correspond to the uploaded image files.
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- When importing a large number of images, you can specify the maximum batch size in megabytes
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and set a delay to prevent the system from becoming overloaded. To do so, :doc:`enable the
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developer mode <../general/developer_mode>` and fill in the :guilabel:`Max size per
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batch` and the :guilabel:`Delay after each batch` fields in the :guilabel:`Files to import`
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section. By default, the delay meets the RPC/API call limit defined in the `Odoo Cloud -
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Acceptable Use Policy <https://www.odoo.com/acceptable-use>`_.
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Import records several times
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----------------------------
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