How To Import Excel File In Odoo

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Odoo is a powerful business management software that allows you to manage various aspects of your business, including inventory, sales, and finance. One of the key features of Odoo is its ability to import data from external sources, such as Excel files. In this article, we will guide you through the process of importing an Excel file into Odoo.

Step 1: Prepare the Excel File

Before you can import your Excel file into Odoo, you need to ensure that it is properly formatted. Here are some guidelines to follow:

  • Make sure that the first row of the Excel sheet contains the column names.
  • Ensure that all data is in a single worksheet and not spread across multiple sheets.
  • Remove any unnecessary columns or rows from the Excel file.

Step 2: Install the Odoo Import Module

To import an Excel file into Odoo, you need to install the Odoo Import module. Here are the steps to follow:

  1. Log in to your Odoo instance and go to the Apps menu.
  2. Search for the Odoo Import module and install it if it is not already installed.
  3. Once the module is installed, go to the Configuration menu and select the Odoo Import module.

Step 3: Create a New Import Template

To import your Excel file into Odoo, you need to create a new import template. Here are the steps to follow:

  1. Go to the Configuration menu and select the Odoo Import module.
  2. Click on the New button to create a new import template.
  3. Enter a name for the import template and select the Excel file format from the drop-down menu.
  4. Select the model that you want to import data into, such as Products or Customers.

Step 4: Map the Excel Columns to Odoo Fields

Once you have created a new import template, you need to map the columns in your Excel file to the fields in Odoo. Here are the steps to follow:

  1. Click on the Mapping tab and select the first column in your Excel file.
  2. Select the corresponding field in Odoo from the drop-down menu.
  3. Repeat this process for all columns in your Excel file until you have mapped them all to their respective fields in Odoo.

Step 5: Import the Excel File into Odoo

Once you have created a new import template and mapped the columns in your Excel file to the fields in Odoo, you can import the data. Here are the steps to follow:

  1. Click on the Import button to start the import process.
  2. Select the Excel file that you want to import and click on the Upload button.
  3. Once the upload is complete, Odoo will display a preview of the data that will be imported. Review the data carefully and make any necessary adjustments before importing it into Odoo.

Conclusion

Importing an Excel file into Odoo is a straightforward process that can save you time and effort. By following the steps outlined in this article, you can quickly and easily import your data into Odoo and start using it to manage your business more efficiently.