50 lines
1.9 KiB
ReStructuredText
50 lines
1.9 KiB
ReStructuredText
===============================
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How to adapt an import template
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Import templates are provided in the import tool of the most common data to
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import (contacts, products, bank statements, etc.).
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You can open them with any spreadsheets software (Microsoft Office,
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OpenOffice, Google Drive, etc.).
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How to customize the file
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=========================
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* Remove columns you don't need. We advise to not remove the *ID* one (see
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why here below).
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* Set a unique ID to every single record by dragging down the ID sequencing.
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.. image:: media/dragdown.gif
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:align: center
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* When you add a new column, Odoo might not be able to map it automatically if its
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label doesn't fit any field of the system.
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If so, find the corresponding field using the search.
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.. image:: media/field_list.png
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:align: center
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Then, use the label you found in your import template in order to make it work
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straight away the very next time you try to import.
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Why an “ID” column
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==================
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The **ID** (External ID) is an unique identifier for the line item.
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Feel free to use the one of your previous software to ease the transition to Odoo.
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Setting an ID is not mandatory when importing but it helps in many cases:
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* Update imports: you can import the same file several times without creating duplicates;
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* Import relation fields (see here below).
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How to import relation fields
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=============================
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An Odoo object is always related to many other objects (e.g. a product is linked
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to product categories, attributes, vendors, etc.). To import those relations you need to
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import the records of the related object first from their own list menu.
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You can do it using either the name of the related record or its ID. The ID is expected when
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two records have the same name. In such a case add " / ID" at the end of the column title
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(e.g. for product attributes: Product Attributes / Attribute / ID). |