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A common task when setting up new Odoo installations is importing clients. Technically partners. That is: companies, contacts and how to link persons to companies. In this video we are showing and explaining clients import principles. Then we are doing a step by step demonstration of importing first companies, then indicividual persons and finally linking them to each other.
Principle:
1. Import companies from Excel file to Odoo and export them. The ID of the company is going to be important. To get the ID select "I want to have ability to update the records"
2. Import individual persons from another Excel file to Odoo and export them. Note the ID of these individual persons. To get the ID select "I want to have ability to update the records"
3. Create a temporary Excel sheet with person's name and person's ID and companies
4. Do the VLOOKUP trick to match Company ID to the sheet next to the person's ID
5. Import contacts using principally person's ID and select the Company ID as Company / External ID. Do not import any other fields.
Excel VLOOKUP function syntax:
=VLOOKUP(C2,Sheet2!A:B,2,FALSE)
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