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By: Anupriya Ashok

How to Import Data Through the Odoo 19 User Interface

Functional Odoo 19 Odoo Enterprises Odoo Community

Manually doing this for large amounts of business data is time-consuming and very error-prone. Odoo 19 solves this problem with a built-in Data Import feature that works directly in the web interface, so no technical knowledge is needed.

You can quickly import data from other systems, add multiple customers, or import product information from a spreadsheet. The import tool also assists by automatically matching columns, checking for errors in real time, and showing clear messages when something goes wrong.

What Is Data Import via UI?

Odoo 19 has a built-in Data Import via UI that works directly in the browser. Users can import data from CSV or Excel files into different modules such as Contacts, Products, Sales Orders, Employees, and Inventory.

This method is simple and does not require any coding. Users just need to prepare the file, open the import screen, match the columns, review the data, and then import it.

CharacteristicDetail
Access MethodAll standard Odoo modules
Supported FormatsCSV (.csv) and Excel (.xlsx, .xls)
Modules SupportedAll standard Odoo modules
User Level RequiredStandard internal user with create rights
ValidationReal-time pre-import error detection
Error HandlingRow-level error reporting with correction workflow

How to Access the Import Feature in Odoo 19

The import option is available in the list view of most modules in Odoo 19. Follow the steps below to locate and access this feature.

Navigate to the module (e.g., Contacts, Inventory, Sales).

How to Import Data Through the Odoo 19 User Interface-cybrosys

  • Click the Action menu (gear icon or ?) in the top toolbar. From the dropdown, you will see options like “Import Records” and “Export Records.” Click on “Export Records” to proceed
  • Click the Export button in the export wizard to export all available records.

Exporting existing records is a useful way to obtain a template for imports. The exported file contains the correct column structure and field names expected by Odoo, making it easier to prepare data for import.

Users can remove unnecessary columns, update existing values, or add new data while keeping the required format intact. This reduces mapping errors and helps ensure a smoother import process.

Using Export Templates

When exporting data, users can select the fields they want to include in the file. If additional information is required during a future import, extra fields can be added from the Available Fields section before exporting. The selected field configuration can also be saved as a template and reused later, eliminating the need to manually select the same fields each time.

Using export templates helps maintain consistency and speeds up recurring import and export operations.

How to Import Data Through the Odoo 19 User Interface-cybrosys

The Export option allows users to download data from the selected records.

How to Import Data Through the Odoo 19 User Interface-cybrosys

Available Fields:

The Available Fields section on the left displays all fields that can be exported for the selected model. Users can search for specific fields and add them to the export list by clicking the + icon next to the field name.

Fields to Export:

The Fields to Export section on the right contains the fields that will be included in the exported file. In this example, fields such as Order Reference, Creation Date, Customer, Website, Salesperson, Activities, Company, Total, and Status have been selected for export.

Export Format:

Users can choose the format of the exported file. Odoo supports both XLSX and CSV formats, with XLSX currently selected in the screenshot.

Import-Compatible Export:

The "I want to update data (import-compatible export)" option generates a file that includes additional identifiers required for future imports. This is useful when records need to be exported, modified externally, and then re-imported into Odoo to update existing data.

Template:

The Template dropdown allows users to save and reuse field selections for future exports, eliminating the need to manually select the same fields each time.

Export Process:

After selecting the required fields and export format, clicking the Export button generates and downloads a file containing the data from the selected records.

After exporting the data, users can use the file as a template by adding new records or updating existing ones while keeping the same column structure. Once the changes are made, the file can be imported back into Odoo.

How to Import Data Through the Odoo 19 User Interface-cybrosys

The exported XLSX file can also be used as a template for importing data into Odoo, as it already contains the correct field structure and column headers required for the import process.

How to Import Data Through the Odoo 19 User Interface-cybrosys

Click on Upload and select the exported or appropriate file from your system.

How to Import Data Through the Odoo 19 User Interface-cybrosys

Once the file has been uploaded, click the Test button to validate the data and check for any errors or inconsistencies before proceeding with the import.

How to Import Data Through the Odoo 19 User Interface-cybrosys

Before proceeding with the actual import, click the “Test” button to ensure your data is accurate and properly formatted. In Odoo 19, this step is essential to avoid errors during the import process.

How to Import Data Through the Odoo 19 User Interface-cybrosys

 Once validation is complete or after reviewing and confirming the results, click the “Import” button to proceed. After the import is completed successfully, a confirmation message will be displayed. You will also have the option to review or download the imported file for reference.

How to Import Data Through the Odoo 19 User Interface-cybrosys

Preparing Your Import File

The most important part of a successful import is getting the files ready correctly. A file that is well-structured saves time when mapping and makes mistakes less likely.

Supported File Formats

FormatExtensionBest For
Comma-Separated Values.csvSimple flat data, any spreadsheet
Excel Workbook.xlsxComplex data, formatted sheets
Legacy Excel.xlsOlder Excel files (Odoo 97-2003 support)

Using External IDs

External IDs (also called XML IDs) are unique reference codes used to identify records across Odoo. Using them in your import file helps Odoo:

  • Update existing records instead of creating duplicates.
  • Link related records correctly (e.g., linking an invoice to an existing customer).
  • Re-import data without creating conflicts

If there are errors, Odoo will tell you exactly which rows and columns are wrong. You may:

  • Download the file with errors, correct errors in your spreadsheet application and upload again.
  • Correct values directly in the preview using the inline correction interface (where available).
  • Examine the error message that is shown for each bad row.
Common ErrorCauseFix
No matching record foundRelated record (e.g. country, category) does not existCorrect spelling or create the record in Odoo first
Invalid date formatDate does not match configured formatChange date format in file options or reformat dates
Required field is emptyA mandatory field has no valueFill in the required column in your file
Duplicate external IDSame External ID used in multiple rowsEnsure each External ID is unique
Value is not a numberA numeric field contains text or special charsClean up the column to contain only numeric values

Odoo 19 provides a simple yet effective way of uploading and managing a large volume of data through the Data Import feature. It features an easy wizard interface, automatic column matching, real time validation, and clear error messages to help you import data seamlessly.

If you prepare your file correctly, use external IDs, and follow the steps in this guide, you can import data into any module without writing code.

To read more about The Ultimate Guide to Data Import and Export in Odoo 19, refer to our blog The Ultimate Guide to Data Import and Export in Odoo 19.


Frequently Asked Questions

What is Data Import via UI in Odoo 19?

It is a built-in feature that allows users to import data into Odoo modules using CSV or Excel files directly from the web interface, without any coding knowledge.

Where can I find the import option in Odoo?

The import option is available in the List View of any module under: Action menu (⋮ or gear icon) > Import Records

What are external IDs, and why are they important?

External IDs are unique identifiers that help Odoo recognize records during import operations. They are used to prevent duplicate record creation, update existing records, and maintain relationships between related records, making them particularly useful when re-importing data.

Can I update existing records using import?

Yes. If you include matching External IDs, Odoo will update existing records instead of creating new ones.

If you need any assistance in odoo, we are online, please chat with us.



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