Importing and Exporting Data in Odoo 17 - Odoo Slides

Odoo provides powerful features for importing and exporting data, enabling smooth data management and integration. These capabilities allow users to efficiently transfer data between Odoo and other systems, ensuring seamless updates, backups, and migrations.

1. Importing and Exporting Data in Odoo 17 Enterprise

2. Introduction Enterpr ise Odoo provides powerful features for importing and exporting data, enabling smooth data management and integration. These capabilities allow users to efficiently transfer data between Odoo and other systems, ensuring seamless updates, backups, and migrations.

3. Enterprise Importing data into Odoo involves uploading files in various formats, such as CSV or Excel, the database with information like products, customers, or sales orders. Exporting data allows users to extract information from Odoo for analysis, reporting, or integration with other tools.

4. Export data in Odoo Enterprise Steps Select Data to Export Navigate to Export Choose Fields Export File

5. Enterprise Select Data to Export Select a module's list view from which you need to export data, then choose the specific rows you want to export. If no rows are selected, all rows will be included in the export Navigate to export Select the Export button. Explanation

6. Export all the records Enterprise

7. Export only a specified number of records Enterprise

8. Enterprise In this example, the employee module list view is chosen, allowing the export of all employee records by selecting the "export all" option. Alternatively, a specified number of records can be selected, and under the action menu, the export option can be chosen to export the selected records Explanation

9. Enterprise 3. Choose Fields: Select the fields you want to export. 4. Export File: Choose the file format (CSV or Excel). Click Export to download your data file. Steps

10. Enterprise

11. Enterprise When exporting data, a popup window will appear with three sections. The first section, "Available Fields," displays all fields available in the module. In the second section, "Fields to Export," users can select the necessary fields for export. The third section, "I want to update data," allows users to enable automatic merging of records if re-imported later. If this option is enabled, re-importing the same record into the same model will merge it automatically. If not enabled, re-importing the record will not merge it, potentially creating duplicate records. Export

12. Enterprise

13. Enterprise Steps Prepare File Navigate to Import Upload Your File Map Fields Validate and Import Import Data

14. Enterprise Prepare File: Ensure data file is in CSV or Excel format. Navigate to Import: Select the module where you want to import data (e.g., Contacts, Products). Click the Import button. Explanation

15. Enterprise Import Data

16. Enterprise Explanation Upload Your File :Choose prepared CSV or Excel file. Here select the previous exported file

17. Enterprise

18. Enterprise Explanation Map Fields Match your file's columns with Odoo fields. Correct any mismatched fields if necessary. Validate and Import: Click the Test button to validate your data. If no errors are found, click Import to upload your data into Odoo.

19. Enterprise

20. Enterprise Import After testing, click the import button. The screen will then display as shown below

21. Enterprise Conclusion Hence , we can use this feature to import data in bulk which is immensely helpful in the initial set up of a company or export in mass for data analysis .

22. For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com