Import the Contacts in
Автор: Pinky Shah
Загружено: 2025-03-28
Просмотров: 318
📊 Mastering Contact Imports in Odoo: Import Parent Companies & Individuals with Separate Addresses
In this comprehensive tutorial, we’ll walk you through the entire process of importing contacts into Odoo—focusing on parent companies and their associated individuals, each with separate addresses. Whether you're handling simple imports or complex relationships, this step-by-step guide will make the process smooth and error-free.
✅ What You’ll Learn in This Session:
-Understanding the Concept of Companies and Individuals
Differences between a parent company and individual contacts in Odoo.
-Preparing an Odoo-Compatible Import Template
How to structure your data for a successful import.
-Importing Parent Companies First
Why and how to import parent records before linked contacts.
-Identifying the Correct Fields Using Odoo Studio
Learn how to find and map the exact fields required for accurate imports.
-Preparing and Importing Child (Individual) Records
Step-by-step guide to linking individuals to parent companies.
-Key Considerations for Parent-Child Linking
What to watch out for when importing contacts with parent relationships.
-Managing Separate Addresses for Companies and Individuals
How to ensure each contact has its own unique address.
By following these steps, even the most complex contact imports will become easy to manage.
👉 Watch now and streamline your Odoo imports!
#odoo #odoo18 #odoocontacts #OdooImport #odootutorials #OdooStudio #dataimport #ParentChildLinking #odooerp #businessautomation #odootips

Доступные форматы для скачивания:
Скачать видео mp4
-
Информация по загрузке: