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| 1 | +========================= |
| 2 | +How to import my products |
| 3 | +========================= |
| 4 | + |
| 5 | +How to start |
| 6 | +============ |
| 7 | + |
| 8 | +Download the following import templates: |
| 9 | + |
| 10 | +1. Partners: customers, vendors (no relation field, can be imported as is) |
| 11 | +2. Products (no relation field, can be imported as is) |
| 12 | +3. Product Website Categories |
| 13 | +4. Product Attributes & Values |
| 14 | +5. Products with Categories & Attributes (3 & 4 must be imported first) |
| 15 | + |
| 16 | +Download link: https://drive.google.com/drive/folders/0B1uIL9E_zXrrTEp5eGI2dXJSUjg?usp=sharing |
| 17 | + |
| 18 | +You can open them with any spreadsheets software (Microsoft Office, OpenOffice, Google Drive, etc.). |
| 19 | + |
| 20 | +How to customize the file |
| 21 | +========================= |
| 22 | + |
| 23 | +* Remove columns you don't need. Don't remove the first one (called *ID*, see |
| 24 | + why here below). |
| 25 | +* Don't change labels of columns you want to import. Otherwse Odoo won't match |
| 26 | + the columns automatically. |
| 27 | +* Feel free to add new columns but the fields need to exist in Odoo. If Odoo fails |
| 28 | + in matching the column name with a field, you can make it manually when importing |
| 29 | + by browsing a list of available fields. |
| 30 | +* Once modified, keep your file in .csv format. |
| 31 | + |
| 32 | +How to import the file |
| 33 | +====================== |
| 34 | + |
| 35 | +1. Go to the Products menu in Sales, Purchase, Website Admin, etc. |
| 36 | +2. Switch to list view (top-right corner). |
| 37 | +3. Click the *Import* button (top-left corner). |
| 38 | +4. Make sure all the columns match an existing field. If not select it |
| 39 | + manually from the drop-down list. |
| 40 | +5. Press * Validate* to test the import. |
| 41 | +6. If you get "Everything seems valid." as result message, press *Import* |
| 42 | + to process the real import. Otherwise correct the issues spotted during the test. |
| 43 | + |
| 44 | +Why an “ID” column |
| 45 | +================== |
| 46 | + |
| 47 | +The ID is an unique identifier for the line item. Feel free to use the one of your |
| 48 | +previous software to ease the transition to Odoo. |
| 49 | + |
| 50 | +Setting an ID is not mandatory when importing but it helps in many cases: |
| 51 | + |
| 52 | +* Update imports: you can import the same file several times without creating duplicates; |
| 53 | +* Import relation fields (see here below). |
| 54 | + |
| 55 | +How to import relation fields |
| 56 | +============================= |
| 57 | + |
| 58 | +An Odoo object is always related to many other objects (e.g. a product is linked |
| 59 | +to product categories, attributes, vendors, etc.). To import those relations you need to |
| 60 | +import the records of the related object first from their own list menu. |
| 61 | + |
| 62 | +You can do it using either the name of the related record or its ID. The ID is expected when |
| 63 | +two records have the same name. In such a case add " / ID" at the end of the column title |
| 64 | +(e.g. for product attributes: Product Attributes / Attribute / ID). |
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