In this another article of me and Odoo 12, we started based on a simple scenario: importing a CSV file as a database in Odoo12. Here I got the chance to use my faculty Odoo 12 environment to work with.

My tutorial on youtube
Akhmad Daniel Github

First of all, we need to set up di CSV to import. For this scenario, I got the CSV from Akhmad Daniel Github. We need to clone the GitHub, and it is all set.

10 CSV file to import

Next, we log in to the Odoo 12 system and set up all the necessary modules. Also, we mainly work in developer mode, so don’t forget to activate the developer mode.

First of all before going further into importing each CSV file i already try the process on my local database, there are a couple of things that we need to set up.

Clear the chart of account for the first CSV file will create an error, that error will be solved by going into the company properties that located in the settings via developer mode access, here we search for a certain variable and delete the value.

After that, we go into the Accounting Module and go to the Taxes and Journal to delete field values of “Tax Account” and “Tax Account on Refunds” from Taxes and “Default Debit Account” and “Default Credit Account” from Journal.

Tax Account and Tax Account on Refunds cleared
Default Debit Account and Default Credit Account cleared

Luckily there is a StackOverflow thread for this that you can read here.

After that, for the 7th and 8th import, we need to add new authorization to our user. In this case, my user clicked the “Manage Multiple Stock Locations” and “Manage Multiple Warehouses.”

After that, we go to the Inventory Module and go to the configurations tab and click on settings there. We need to click the “Storage Locations” and “Multi Warehouse” for the 7th file and “Units of Measure” for the 8th file.

After all, this everything should be set up nicely, and we can start importing the file.

File 1 : account.account

First, we need to go to the Accounting Module -> Configurations -> Chart of Account (CoA) and then delete the existing data and import and don’t forget to test the import see the data inside the CSV file.

File 2: import.bank

We need to go to the Contacts -> Configurations -> Banks and then delete the existing data and import the file.

File 3: import.bank.account

We need to go to the Contacts -> Configurations -> Banks and then delete the existing data and import the file.

File 4: import.account.beginning balance

We need to go to the Accounting -> Configurations -> Journal Entries and then delete the existing data and import the file.

File 5: import.res.partner

We need to go to the Contacts and then delete the existing data and import the file. There is no specific tab to visit.

File 6: import.product.category

We need to go to the Inventory -> Configurations -> Product Categories and then delete the existing data and import the file.

File 7: import.virtual.loss

We need to go to the Inventory -> Configurations -> Locations and then delete the existing data and import the file.

File 8: import.uom

We need to go to the Inventory -> Configurations -> UoM and then delete the existing data and import the file.

File 9: import.master.product

We need to go to the Inventory -> Master Data-> Product and then delete the existing data and import the file.

File 10: import.stock.inventory

We need to go to the Inventory -> Operations -> Master Data and then delete the existing data and import the file.

I hope this article helps anyone reading this, and thank you for reading this. See ya on another episode of me and Odoo 12!!

Also, shoutout once again to Nathanael as the teaching assistant to create a blog that helps learn the import process.

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Aditya Nanda Tri Prakoso
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