Base Import
Import accounting data from Excel/CSV to initialize system
Base Import module provides tools to import basic accounting data from Excel or CSV files, including chart of accounts, partners, products and opening balances.
System supports column mapping, data validation and batch import to quickly initialize new accounting system.
Key Features
Key points
• Excel/CSV Import: Import from Excel or CSV
• Chart of Accounts: Import account chart
• Partners Import: Import customers, suppliers
• Products Import: Import products, services
• Opening Balances: Import opening balances
• Data Validation: Check data before import
Import Process
Steps
1. Prepare data: Prepare Excel/CSV file per template
2. Upload file: Upload file to Odoo
3. Map columns: Map columns to Odoo fields
4. Validate: Check data errors
5. Import: Import data to system
6. Verify: Check import results
Import Data Types
Data types
| Type | Fields | Notes |
|---|---|---|
| Chart of Accounts | Code, Name, Type, Parent | Import parents first |
| Partners | Name, Email, Phone, Address | Customer or Supplier |
| Products | Name, Code, Price, Cost | Product or service |
| Opening Balances | Account, Debit, Credit | Opening balances |
Real-World Scenarios
Key points
• Migration: Transfer data from old software to Odoo
• New company: Initialize data for new company
• Bulk update: Mass update data
Best Practices
Key points
• Download template from Odoo for correct format
• Import in order: accounts → partners → products → balances
• Test with few rows before importing all
• Backup data before import
• Use external ID for future updates
Troubleshooting
Common Issues
| Issue | Cause | Solution |
|---|---|---|
| Missing required field | Missing required column | Add column per template |
| Duplicate code | Duplicate codes | Check unique codes |
| Parent not found | Parent account not imported | Import parent first |
FAQ
Key points
• Which file formats supported? Excel (.xlsx) and CSV (.csv).
• Can update imported data? Yes, use external ID.
• How many rows at once? Recommended under 1000 rows/batch.
• How to handle import errors? View error log, fix file and re-import.