documentation/content/applications/general/base_import/adapt_template.rst
Antoine Vandevenne (anv) e3fee2cf46 [REF][MOV] documentation apocalypse
Prior to this commit, the Odoo documentation was mainly split between
two repositories: odoo/odoo/doc and odoo/documentation-user. Some bits
of documentation were also hosted elsewhere (e.g., wiki, upgrade, ...).
This was causing several problems among which:
  - The theme, config, Makefile, and similar technical resources had to
    be duplicated. This resulted in inconsistent layout, features, and
    build environments from one documentation to another.
  - Some pages did not fit either documentation as they were relevant
    for both users and developers. Some were relevant to neither of the
    two (e.g., DB management).
  - Cross-doc references had to be absolute links and they broke often.
  - Merging large image files in the developer documentation would bloat
    the odoo/odoo repository. Some contributions had to be lightened to
    avoid merging too many images (e.g., Odoo development tutorials).
  - Long-time contributors to the user documentation were chilly about
    going through the merging process of the developer documentation
    because of the runbot, mergebot, `odoo-dev` repository, etc.
  - Some contributors would look for the developer documentation in the
    `odoo/documentation-user` repository.
  - Community issues about the user documentation were submitted on the
    `odoo/odoo` repository and vice-versa.

Merging all documentations in one repository will allow us to have one
place, one theme, one work process, and one set of tools (build
environment, ...) for all of the Odoo docs.

As this is a good opportunity to revamp the layout of the documentation,
a brand new theme replaces the old one. It features a new way to
navigate the documentation, centered on the idea of always letting the
reader know what is the context (enclosing section, child pages, page
structure ...) of the page they are reading. The previous theme would
quickly confuse readers as they navigated the documentation and followed
cross-application links.

The chance is also taken to get rid of all the technical dangling parts,
performance issues, and left-overs. Except for some page-specific JS
scripts, the Odoo theme Sphinx extension is re-written from scratch
based on the latest Sphinx release to benefit from the improvements and
ease future contributions.

task-2351938
task-2352371
task-2205684
task-2352544

Closes #945
2021-05-04 15:44:00 +02:00

50 lines
1.9 KiB
ReStructuredText

===============================
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:: media/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:: media/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).