Odoo 12 import contacts form external .csv
Budget: €30 – €250 EUR
We are working on an Odoo12 platform (community ed running on EC2 AWS multi-company, multi-website)
Now we need to import a large number of contacts (companies, individuals, locations) from an external source in .csv or .xls multiple times.
These worksheets come from a system that qualifies leads on Linkedin and extracts their data.
We have a custom-made import tool (pyton) that is up and running but need some improvement
This project is divided into 3 parts:
ST1 prepare the odoo environment (DB) to receive data from the external source
We have added 3 fields to the default contact fields
- Company Category: Large, Medium, Small Business
- Industry: i.e. Aerospace, Automotive
- Company Status: Raw Lead, Qualified Lead, Potential, Customer
- Individual contact role: i.e. HR, Operation manager
These fields are connected to a web form module https://opex.academy/LeadContact is working on all our websites. The problem is that category, industry, status are attributes of a Company while Role is attribute of individuals. An individual may belong to a company only. Moreover, a company may work in multiple industries the connection is one-to-many.
Now we have all these fields both on individuals and companies generating chaos in terms of data integrity.
We need to set category, industry, status attributes of the company (industry must become multiple)
and role attribute of individuals
locations must have no attribute at all as they are "children" of a company
We need to set these 4 fields to the proper entity (industry, category, status) to company
(role) to individual
We also need to introduce two external key (unique value) for contacts and companies these are taken from linkedin primary keys.
ST2 set fields values to align with external .csv source
- Territories: list of Italian provinces (.xls)
- Industries: list of LinkedIn industries (.xls)
- Roles: list of Linkedin roles (.xls)
ST3 improve the existing importing system (button based on pyton) to receive data from the .csv
this importing sys must control for duplicates with external primary key
must be able to import companies, emplyee, locations
mantaining the relation integrity
a company may have multiple employee and locations
Now we need to import a large number of contacts (companies, individuals, locations) from an external source in .csv or .xls multiple times.
These worksheets come from a system that qualifies leads on Linkedin and extracts their data.
We have a custom-made import tool (pyton) that is up and running but need some improvement
This project is divided into 3 parts:
ST1 prepare the odoo environment (DB) to receive data from the external source
We have added 3 fields to the default contact fields
- Company Category: Large, Medium, Small Business
- Industry: i.e. Aerospace, Automotive
- Company Status: Raw Lead, Qualified Lead, Potential, Customer
- Individual contact role: i.e. HR, Operation manager
These fields are connected to a web form module https://opex.academy/LeadContact is working on all our websites. The problem is that category, industry, status are attributes of a Company while Role is attribute of individuals. An individual may belong to a company only. Moreover, a company may work in multiple industries the connection is one-to-many.
Now we have all these fields both on individuals and companies generating chaos in terms of data integrity.
We need to set category, industry, status attributes of the company (industry must become multiple)
and role attribute of individuals
locations must have no attribute at all as they are "children" of a company
We need to set these 4 fields to the proper entity (industry, category, status) to company
(role) to individual
We also need to introduce two external key (unique value) for contacts and companies these are taken from linkedin primary keys.
ST2 set fields values to align with external .csv source
- Territories: list of Italian provinces (.xls)
- Industries: list of LinkedIn industries (.xls)
- Roles: list of Linkedin roles (.xls)
ST3 improve the existing importing system (button based on pyton) to receive data from the .csv
this importing sys must control for duplicates with external primary key
must be able to import companies, emplyee, locations
mantaining the relation integrity
a company may have multiple employee and locations