Odoo Import Contact Data

View Demo VideoBuy Now

Import Contact Data

At Pragmatic, we have developed an app where user can import all the Contact data into Odoo very easily. The app supports both file formats i.e. Excel and CSV. So user can import excel file or csv file directly into Odoo


Simple to use and fast paced operations

Both excel and csv files supportive

For importing Contacts,s

1. Go to Sales app-> Orders->Import Partners



2. After clicking on Import Partner, user will see a new window as shown below


In this window, user can select the type of the file i.e. CSV or XLS file.

In CSV/Excel file user can insert following data fields:-

  • NAME [Mandatory field]
  • TYPE
  • PARENT
  • STREET
  • STREET 2
  • CITY
  • STATE ZIP
  • COUNTRY
  • WEBSITE
  • PHONE
  • EMAIL
  • Contact
  • VENDOR
  • SALESPERSON
  • INTERNAL REFERENCE
  • Contact PAYMENT TERMS
  • VENDOR PAYMENT TERMS

3. Operation type

  • If user want to create new Contacts in Odoo then select Create partner
  • If user want to update existing Contacts in Odoo then select Update partner

Then Upload required file just by clicking on Upload file button and it's done

Then Upload required file just by clicking on Upload file button and it's done