• Import Lead from CSV/Excel file
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  • About Module


    This module is useful to import lead from CSV/Excel. You can import custom fields from CSV or Excel.




    Versions


    • v13.0
    • v12.0
    • v11.0
    • v10.0
    • v9.0
    • v8.0

    New Features


    • 1) Easy to import custom fields.
    • 2) Easy to import custom fields from CSV or Excel.
    • 3) Easy to import Text, Integer, Float, Character, Boolean, Selection, Many2one, Many2many custom fields.


    Features


    • 1) Easy to import.
    • 2) Import CSV or Excel.
    • 3) No special configuration required, install it, use it.
    • 4) This module saves your important time.
    • 5) It reduces human efforts.

    Installations


    1) You will receive the link to download the zip file of the module please download it.

    2) Extract the zip file, you will see a folder named ‘sh_import_lead’

    3) Copy and paste this folder inside your Odoo Addons path / Custom Addons Path.

    4) Now, open the odoo as Developer Mode

    5) Go to Apps menu and click on ‘Update Modules List’, Press Update Button

    6) In the search bar, search ‘sh_import_lead’

    7) Click on ‘Install’ to install it.

    Workflow


    First, you need to tick the "Import Lead" group to import the lead.

    "Import leads" menu in the leads.

    When you click the "Import Leads" menu, the wizard will open and it looks like below.

    Success message looks like below it shows successfully imported records and also provides a list of unimported records with row number in sheet and relative details of data invalidation.

    The following Leads are imported.

    The following fields are imported.

    Your CSV file format must match like below.

    Your Excel file format must match like below.

    Custom Fields



    Custom fields format.

    The "Contact Name", "Tags" & "Sales Team" custom fields are imported.

    Your CSV file must match like below and You can add custom fields column after the last column as shown in the below image.

    Your Excel file format looks like below.

    Support

    You will get free support and assistance in case of any issues