Development of the Odoo-Magico Customer Data Import App
Budget: €30 – €250 EUR
To ensure a clear understanding of the requirements, please note that we have a data exchange environment between two management systems: Odoo v.14 and Magico (Magico is another ERP, currently the company's primary management system).
Our need is to import customer data from Magico to Odoo by using data import from two .csv files.
Requirements: To import customer data and, if necessary, recipient data, by pressing a button following a VAT number (P.IVA) and/or fiscal code check.
App Details: When a customer needs to be added in Odoo, it will be possible to check for matching records by entering the VAT number, using two .csv files stored on the Odoo server.
The check will occur by clicking a “Verify” button.
If the VAT number or fiscal code matches the .csv file, all customer data and any destination information will be imported into Odoo.
CSV File Details: The file will be stored within a folder on the Odoo server, updated daily with newly added records.
The folder path used will be: /odoo/custom/import
The .csv files will have the following format:
Customer Data:
VAT Number
Fiscal Code
Magico Customer Code: in Odoo, this corresponds to the REFERENCE field -> Cxxxxxx (already written this way in the .csv file).
Customer Type / Fiscal Position: corresponds to the ID in the account_fiscal_position table.
Customer Name: maximum 40 characters.
Add a new field in Odoo for a second line in the profile (also max 40 characters).
Address
Postal Code
City
Province
Phone
Email
Certified Email (PEC)
Unique Code
ABI/CAB: Concatenated field.
Default Payment Method: account_payment_term ID
Recipient Data:
Reference Customer Code Key: (Cxxxxxx).
Magico Recipient Code: in Odoo, this corresponds to the REFERENCE field -> Dxxxxxx (already written this way in the .csv file).
Contact Name: maximum 40 characters.
Add a new field in Odoo for a second line in the profile (also max 40 characters).
Address
Postal Code
City
Province
Phone
Telephone Notice (boolean): 1=true, empty=false.
Our need is to import customer data from Magico to Odoo by using data import from two .csv files.
Requirements: To import customer data and, if necessary, recipient data, by pressing a button following a VAT number (P.IVA) and/or fiscal code check.
App Details: When a customer needs to be added in Odoo, it will be possible to check for matching records by entering the VAT number, using two .csv files stored on the Odoo server.
The check will occur by clicking a “Verify” button.
If the VAT number or fiscal code matches the .csv file, all customer data and any destination information will be imported into Odoo.
CSV File Details: The file will be stored within a folder on the Odoo server, updated daily with newly added records.
The folder path used will be: /odoo/custom/import
The .csv files will have the following format:
Customer Data:
VAT Number
Fiscal Code
Magico Customer Code: in Odoo, this corresponds to the REFERENCE field -> Cxxxxxx (already written this way in the .csv file).
Customer Type / Fiscal Position: corresponds to the ID in the account_fiscal_position table.
Customer Name: maximum 40 characters.
Add a new field in Odoo for a second line in the profile (also max 40 characters).
Address
Postal Code
City
Province
Phone
Certified Email (PEC)
Unique Code
ABI/CAB: Concatenated field.
Default Payment Method: account_payment_term ID
Recipient Data:
Reference Customer Code Key: (Cxxxxxx).
Magico Recipient Code: in Odoo, this corresponds to the REFERENCE field -> Dxxxxxx (already written this way in the .csv file).
Contact Name: maximum 40 characters.
Add a new field in Odoo for a second line in the profile (also max 40 characters).
Address
Postal Code
City
Province
Phone
Telephone Notice (boolean): 1=true, empty=false.