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Import Lead from CSV/Excel file

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This module is useful to import lead from CSV/Excel. You can import custom fields from CSV or Excel.

Hot Features

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Import Lead/Opportunity
Import Custom Fields
Import From CSV/XLS

Features

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  • Easy to import.
  • Import CSV or Excel.
  • Easy to import custom fields.
  • Easy to import custom fields from CSV or Excel.
  • Easy to import Text, Integer, Float, Character, Boolean, Selection, Many2one, Many2many custom fields.
  • No special configuration required, install it, use it.
  • This module saves your important time.
  • It reduces human efforts.

First, you need to tick the "Import Lead" group to import the lead.


"Import leads" menu in the leads.


When you click the "Import Leads" menu, the wizard will open and it looks like below.


Success message looks like below.


The following Leads are imported.


About Fields


Column CRM Model Field Name Description Required
A Leads (crm.lead) Lead You have to write a Lead Name here. Yes
B Leads (crm.lead) Company Name You have to write a Company Name here. No
C Leads (crm.lead) Street 1 You have to write a street address here. No
D Leads (crm.lead) Street 2 You have to write a street address here. No
E Leads (crm.lead) City You have to write a City here. No
F Leads (crm.lead) State Define the State here. No
G Leads (crm.lead) Zip You have to write a Zip Code here. No
H Leads (crm.lead) Country Define the Country here. No
I Leads (crm.lead) Email You have to write a Email here. No
J Leads (crm.lead) Job Position You have to write a Job Position here. No
K Leads (crm.lead) Phone You have to write a Phone number here. No
L Leads (crm.lead) Mobile You have to write a Mobile number here. No
M Leads (crm.lead) Website You have to write a website Link here. No
N Leads (crm.lead) SalesPerson Define the SalesPerson here. No
O Leads (crm.lead) Internal Notes You have to write a Internal notes here. No
P Leads (crm.lead) Custom Fields You can import custom fields from here. Please go to the "Custom Fields" tab for more details. No

General Notes:


1) Don't remove the column from the sample sheet given, you can leave an empty column if the column is not the required type. You can see the table above for that.

2) Don't change the sample sheet column sequence.

3) Please don't use excel if you don't know the very well sheet formatting which is given in the sample sheet. Use CSV for hassle-free import without format issue. If you want to use excel and want to clear the format then please check this video.

4) Add Custom Fields or Non-Exist Standard odoo fields at the end, For adding those fields pls check the custom fields section.
Watch Video


Your CSV file format must match like below.


Your Excel file format must match like below.


The "Contact Name", "Tags" & "Sales Team" custom fields are imported.


Your CSV file must match like below and You can add custom fields column after the last column as shown in the below image.


Your Excel file format looks like below.


Custom Fields / Non Existing Standard Fields


Do you want to import fields which is created by any custom modules, odoo studio, or standard odoo fields which are not present inside the sample sheet provided in the module? You can add all those kinds of fields in the sheet at the end after the sample sheet fields it means from column "P".

Videos


Version 16.0.1 | Released on : 28thOctober 2022

Initial Initial Release.
  • Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
  • Yes, we provide free support for 100 days.
  • Yes, you will get free update for lifetime.
  • Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
  • No, this application is not compatible with odoo.com(odoo saas).
Import Journal Items from CSV/Excel file v16

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