About Module
This module is useful to import invoice/bill lines with from CSV/Excel file. You can import custom fields from CSV or Excel.
Videos
Versions
- v13.0
- v12.0
- v11.0
- v10.0
- v9.0
New Features
- 1) Easy to import custom fields.
- 2) Easy to import custom fields from CSV or Excel.
- 3) Easy to import Text, Integer, Float, Character, Boolean, Selection, Many2one, Many2many custom fields.
Features
- 1) Easy to import.
- 2) Import CSV or Excel.
- 3) Import product by Name, Barcode, Internal Reference.
- 4) Import invoice/bill lines.
- 5) Import Customer/Vendor Credit Notes lines.
- 6) No special configuration required, install it, use it.
- 7) This module saves your important time.
- 8) It reduces human efforts.
Installations
1) You will receive the link to download the zip file of the module pls download it.
2) Extract the zip file, you will see a folder named ‘sh_import_ail’.
3) Copy and paste this folder inside your Odoo Addons path / Custom Addons Path.
4) Now, open the odoo as Developer Mode.
5) Go to Apps menu and click on ‘Update Modules List’, Press Update Button.
6) In the search bar, search ‘sh_import_ail’.
7) Click on ‘Install’ to install it.
Workflow
First, you need to tick the "Import Invoice/Bill/Credit note Lines" group to import invoice/bill/credit note lines.
"Import Invoice/Credit note Lines" button in customer invoice form view.
When you click the "Import Invoice/Credit note Lines" button, the wizard will open that looks like below.
Success message looks like below it shows successfully imported records and also provides a list of unimported records with row number in sheet and relative details of data invalidation.
The following invoice lines are imported.
You can also import customer credit note lines.
You can also import Vendor Bill lines.
You can also import vendor credit note lines.
Your CSV file must match like below.
Your Excel file must match like below.
Custom Fields
Custom fields format.
Account Move Line Import from CSV sheets with many2many fields.
Your CSV file must match like below and You can add custom fields column after 'Taxes' column as shown in the below image.
Import custom fields for Bills.
Your Excel file must match like below and add custom fields after the 'Taxes' column.
