For businesses aiming to optimize their data entry processes or seamlessly migrate from another system, importing journals and taxes is a game-changer. This method allows the rapid and efficient addition of multiple data records, significantly reducing the time and effort needed compared to manual entry. By leveraging data imports, businesses can enhance accuracy and productivity, ensuring a smoother operational flow.
we will explore the process of importing journals and taxes into the Odoo 17 database.
Importing Journals in Odoo 17
All accounting entries are systematically recorded in accounting journals, each designed for a specific purpose to help organize financial transactions efficiently. There are five main types of journals in Odoo based on transaction type: Sales, Purchase, Cash, Bank, and Miscellaneous.
After downloading template can be modified and customized before uploading it into the Odoo database.
To download: On the Journals page, select a record for exporting, and click on the Actions button to reveal the Export option.
- Click on Export and a new window appears with available fields on the left and fields to export on the right.
- we can add the fields that we want to export to the export section by clicking on the + icon
If we check I want to update data (import-compatible export): the fields that can be imported are only shown. If we want to update any existing data we can add an external ID field to the file we are exporting to identify the existing data that needs to be updated and when we import the data odoo maps the field with the unique id provided.
if it's unchecked, all of the fields are displayed, not only the ones that can be imported, giving you a lot more field options.
While exporting, we can export in two formats: .csv and .xlsx. and we can drag the fields to arrange them in the order we want in the exported file or delete unnecessary fields.
After selecting all the necessary fields, click on the Export button to download the template. You can then customize this template according to your specific requirements, ensuring it aligns perfectly with your data needs.
On the gear icon at the upper left corner for main Journal page
we have an option to upload the file from our system.
A page that shows all the elements of the newly configured vendor template spreadsheet, with File Column, Odoo Field, and Comments appears.
If everything is correctly applied, then a blue banner is shown at the top of the page informing the user that Everything seems valid.
If there are any errors that prevent the importing of the records, a red banner is shown
When the records are imported a message appears in the upper-right corner which informs the user how many Journals records were successfully imported.
Once the journals are imported, you can view them on the Journals page. From there, you can easily access and edit the newly-imported journals as needed.
Import Journals