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Mass imports - Migrate my Data To Dolibarr: Difference between revisions
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Mass imports - Migrate my Data To Dolibarr (view source)
Revision as of 01:00, 1 February 2023
, 3 years ago→Import third parties and contacts
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Information about exporting data is described on the page [[Module Exports En|Module Exports]]. | Information about exporting data is described on the page [[Module Exports En|Module Exports]]. | ||
= [[File:Art.png]] Using the Dolibarr Import Module= | =[[File:Art.png]] Using the Dolibarr Import Module= | ||
The recommended method for importing data is to use the Dolibarr [[Module Imports En|Module Imports]]. You will find a wizard that will guide you step by step in importing your data. You'll find more information on the page [[Module Imports En|Module Imports]]. | The recommended method for importing data is to use the Dolibarr [[Module Imports En|Module Imports]]. You will find a wizard that will guide you step by step in importing your data. You'll find more information on the page [[Module Imports En|Module Imports]]. | ||
For import scenarios not covered by the built-in module, the following alternatives are also possible. | For import scenarios not covered by the built-in module, the following alternatives are also possible. | ||
= [[File:OpenOffice.png]] Using OpenOffice = | =[[File:OpenOffice.png]] Using OpenOffice= | ||
You can use OpenOffice, which is able to insert the contents of a table into a database such as Mysql Dolibarr. Here is a tutorial on this method: [[Import data with OpenOffice]] | You can use OpenOffice, which is able to insert the contents of a table into a database such as Mysql Dolibarr. Here is a tutorial on this method: [[Import data with OpenOffice]] | ||
= [[File:Outils.png]] Developing your own import script = | =[[File:Outils.png]] Developing your own import script= | ||
== Import third parties and contacts == | ==Import third parties and contacts== | ||
We must differentiate a third party from a physical contact (person). | We must differentiate a third party from a physical contact (person). | ||
The third party information contains all the details pertaining to billing (whether companies, private individuals or associations). | The third party information contains all the details pertaining to billing (whether companies, private individuals or associations). | ||
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The import of the third parties inserts rows in the table [[Table llx_societe]]. Ensure that the mandatory fields contain data. | The import of the third parties inserts rows in the table [[Table llx_societe]]. Ensure that the mandatory fields contain data. | ||
* Name: Must contain the name of the company | *Name: Must contain the name of the company | ||
* Client: Must contain 1 if third party is a client, 2 if prospect, 0 otherwise. | *Client: Must contain 1 if third party is a client, 2 if prospect, 0 otherwise. | ||
* Supplier: Must contain 1 if its a supplier, 0 otherwise | *Supplier: Must contain 1 if its a supplier, 0 otherwise | ||
The import of physical contacts inserts rows in the table [[Table llx_socpeople]]. Ensure that the mandatory fields contain data. | The import of physical contacts inserts rows in the table [[Table llx_socpeople]]. Ensure that the mandatory fields contain data. | ||
* Name: Must contain the surname of the contact | *Name: Must contain the surname of the contact | ||
* Firstname: Must contain the first name of the contact | *Firstname: Must contain the first name of the contact | ||
* fk_soc: Must contain the id of the third party from table [[Table llx_societe]]. | *fk_soc: Must contain the id of the third party from table [[Table llx_societe]]. | ||
== Import invoices == | |||
Special Notes for certain import fields when you are importing Excel files (CSV or XLSX) | |||
* Field Type '''Date''' The default formatting abilities in the US Excel can be used (i.e. 2022/01/19 or 2022-01-19). You must highlight the column in Excel and with <CRTL><1> you get to the formatting menu. From there click "Date" and choose format "2022-01-19". Afterwards click "Custom" and you will see the format information "yyyy-mm-dd,-@". Delete the dashes and the character after dd. Now everything will show in the Excel column as needed for Import. | |||
* Field Type '''Country''' Although Dolibarr displays fully spelled out name such as "United States", Dolibarr only imports the two-digit Country code. A complete list of the countries in the world can be found here: [https://laendercode.net/en/2-letter-list.html '''Country Codes'''] | |||
* Field Type '''State/Province''' Similar to Country Code (in particular US states) which are displayed for example as "MA - Massachusetts", Dolibarr only wants the two-digit State Code. A list of US State codes can be found here: '''[https://www.faa.gov/air_traffic/publications/atpubs/cnt_html/appendix_a.html United States]. | [https://www.ncbi.nlm.nih.gov/books/NBK7254/ Canada] | [https://kb.bullseyelocations.com/article/42-australia-state-codes Australia] | [https://brazil-help.com/brazilian_states.htm Brazil] | [https://kb.bullseyelocations.com/article/67-mexico-state-codes Mexico]''' and France is a 3 digit code '''[https://kb.bullseyelocations.com/article/57-france-state-codes France]''' | |||
==Import invoices== | |||
To complete... | To complete... | ||
== Import products == | ==Import products== | ||
To complete... | To complete... | ||
== Put into practice == | ==Put into practice== | ||
Page [[Script development]] explains how to create your own Dolibarr script. | Page [[Script development]] explains how to create your own Dolibarr script. | ||
== Some tutorials / examples submitted by the community == | ==Some tutorials / examples submitted by the community== | ||
Some scripts examples are available into Dolibarr snapshot distribution in directory '''/dev/examples'''. | Some scripts examples are available into Dolibarr snapshot distribution in directory '''/dev/examples'''. | ||
Other examples are provided by contributors: | Other examples are provided by contributors: | ||
* [[Importing customers automatically]] | |||
* ... | *[[Importing customers automatically]] | ||
*... | |||
=Related video= | =Related video= | ||