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[ADD] crm: How to import contacts to the CRM?
https://docs.google.com/document/d/1JCb3U37sSFB33OGMHG9FLGmy3Pzmuue3ESgHwRHgUsE/edit#
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‎crm/leads/generate/import.rst

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==================================
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How to import contacts to the CRM?
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==================================
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In Odoo CRM, you can import a database of potential customers, for
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instance for a cold emailing or cold calling campaign, through a CSV
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file. You may be wondering if the best option is to import your contacts
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as leads or opportunities. It depends on your business specificities and
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workflow:
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- Some companies may decide to not use leads, but instead to keep all
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information directly in an opportunity. For some companies, leads
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are merely an extra step in the sales process. You could call
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this extended (start from lead) versus simplified (start from
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opportunity) customer relationship management.
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- Odoo perfectly allows for either one of these approaches to be
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chosen. If your company handles its sales from a pre
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qualification step, feel free to activate first the lead stage as
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described below in order to import your database as leads
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Activate the lead stage
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=======================
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By default, the lead stage is not activated in Odoo CRM. If you want to
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import your contacts as leads rather than opportunities, go to
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:menuselection:`Configuration --> Settings`, select the option **use leads
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if…** as shown below and click on **Apply**.
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.. image:: ./media/import01.jpg
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:align: center
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This activation will create a new submenu :menuselection:`Sales --> Leads`
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from which you will be able to import your contacts from the
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**Import** button (if you want to create a lead manually, :doc:`click here <manual>`)
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.. image:: ./media/import02.jpg
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:align: center
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Import your CSV file
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====================
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On the new submenu :menuselection:`Sales --> Leads`, click on **Import** and select your
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Excel file to import from the **Choose File** button. Make sure its
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extension is **.csv** and don't forget to set up the correct File format
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options (**Encoding** and **Separator**) to match your local
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settings and display your columns properly.
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.. note::
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If your prospects database is provided in another format than CSV, you can
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easily convert it to the CSV format using Microsoft Excel, OpenOffice /
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LibreOffice Calc, Google Docs, etc.
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.. image:: ./media/import03.jpg
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:align: center
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Select rows to import
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=====================
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Odoo will automatically map the column headers from your CSV file to the
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corresponding fields if you tick *The first row of the file contains the
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label of the column* option. This makes imports easier especially when
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the file has many columns. Of course, you can remap the column headers
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to describe the property you are importing data into (First Name, Last
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Name, Email, etc.).
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.. image:: ./media/import04.jpg
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:align: center
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.. tip::
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If you want to import your contacts as opportunities rather than leads, make
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sure to add the *Type* column to your csv. This column is used to indicate
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whether your import will be flagged as a Lead (type = Lead) or as an
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opportunity (type = Opportunity).
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Click the **Validate** button if you want to let Odoo verify that
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everything seems okay before importing. Otherwise, you can directly
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click the Import button: the same validations will be done.
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.. note::
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For additional technical information on how to import contacts into Odoo CRM,
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read the **Frequently Asked Questions** section located below the Import tool
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on the same window.
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.. seealso::
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- :doc:`manual`
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- :doc:`from_emails`
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- :doc:`website`
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.. rst-class:: text-muted
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| Written by Geoffrey Bressan (Odoo)
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| Proofread by Samuel Cabodi (Odoo)

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