diff --git a/sales/products_prices/products/import.rst b/sales/products_prices/products/import.rst new file mode 100644 index 000000000..49e9378e2 --- /dev/null +++ b/sales/products_prices/products/import.rst @@ -0,0 +1,64 @@ +========================= +How to import my products +========================= + +How to start +============ + +Download the following import templates: + +1. Partners: customers, vendors (no relation field, can be imported as is) +2. Products (no relation field, can be imported as is) +3. Product Website Categories +4. Product Attributes & Values +5. Products with Categories & Attributes (3 & 4 must be imported first) + +Download link: https://drive.google.com/drive/folders/0B1uIL9E_zXrrTEp5eGI2dXJSUjg?usp=sharing + +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. Don't remove the first one (called *ID*, see + why here below). +* Don't change labels of columns you want to import. Otherwse Odoo won't match + the columns automatically. +* Feel free to add new columns but the fields need to exist in Odoo. If Odoo fails + in matching the column name with a field, you can make it manually when importing + by browsing a list of available fields. +* Once modified, keep your file in .csv format. + +How to import the file +====================== + +1. Go to the Products menu in Sales, Purchase, Website Admin, etc. +2. Switch to list view (top-right corner). +3. Click the *Import* button (top-left corner). +4. Make sure all the columns match an existing field. If not select it + manually from the drop-down list. +5. Press * Validate* to test the import. +6. If you get "Everything seems valid." as result message, press *Import* + to process the real import. Otherwise correct the issues spotted during the test. + +Why an “ID” column +================== + +The 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).