Importing Contacts in Odoo 18: A Step-by-Step Guide
Importing contacts into Odoo 18 is a crucial task for managing your business relationships, whether they are prospects, customers, or providers. This guide will walk you through the process of importing contacts effectively, ensuring that all necessary information is captured accurately.
Step 1: Prepare Your Import File
Before you begin the import process, you need to create a CSV or Excel file with the required columns. Here’s a breakdown of the mandatory and optional fields you should include:
| Column Name | Comments / Notes |
|---|---|
| name* | The name of the contact (mandatory). |
| is_company* | Indicates if the contact is a person (0) or a company (1). |
| company_name | Link individuals to companies by entering the company name. Leave empty if is_company is 1. |
| country_id | Use ISO 3166-1 Alpha-2 standard (e.g., US, MX, FR) or full country name (e.g., Belgium). |
| state_id | State or region of the contact. |
| zip | Postal code for the contact’s address. |
| city | City of the contact’s address. |
| street | Street address of the contact. |
| street2 | Additional address information (optional). |
| phone | Primary phone number of the contact. |
| mobile | Mobile phone number of the contact. |
| Email address of the contact. | |
| vat | For European countries, VAT numbers should be unique. |
| bank_ids/name | Bank name or BIC code (optional). |
| bank_ids/acc_number | Bank account number (optional). |
Step 2: Access the Import Feature
- Log in to your Odoo 18 instance.
- Navigate to the Contacts module.
- Click on the Import button, usually located in the top right corner of the contact list view.
Step 3: Upload Your File
- Choose the CSV or Excel file you prepared with the contact information.
- Odoo will display a preview of the data. Ensure that the columns are correctly mapped to the corresponding fields in Odoo.
Step 4: Validate and Import
- Click on the Test Import button to check for any errors in your file.
- If there are no errors, proceed by clicking the Import button to finalize the import process.
Conclusion
By following these steps, you can efficiently import your contacts into Odoo 18, ensuring that all necessary information is captured for effective relationship management. Whether you are dealing with prospects, customers, or providers, having a well-organized contact list is essential for your business success.