Import/ Exports & Mass Update_ Tips & Tricks

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3. Data Import 2

6. Data Export 3

10. Demonstration 4

8. DATA EXPORT - Select the export type - Select the format: CSV or Excel - Save fields list for future use

11. Thank you. #odooexperience EXPERIENCE 2017

1. Import and Export data Tips & Tricks Benjamin GAUTIER • Business Analyst EXPERIENCE 2017

2. Introduction 1 Import Export Demonstration Conclusion 2 3 4 5 Agenda

7. " " My company is using two software and I need to consolidate my data into an Excel file . DATA EXPORT Why and when ? - Consolidate data - Analyse data - Compatible export to update data

5. Create data 1) Export to get file structure 2) Use IDs or name to create links between objects 3) Generate IDs by yourself Update data Use of record IDs Data import 1) Check your file structure 2) Preview of your file with mapping with Odoo fields 3) Validation of the import

4. " " My company is moving to Odoo to better structure and automates my processes . Therefore I need to put data in Odoo to use them ! DATA IMPORT Why and when ? - Start working with Odoo - Update records - New products catalog

9. IMPORT o Create your own Ids o Specify Ids to update o Use Ids instead of names o Export a test record to get file structure EXPORT o Save your export for future use o Use the export type to get more fields and go deeper in the relationships o Export directly in Excel Some Tips...

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