Skip ke Konten
Odoo Menu
  • Login
  • Uji coba gratis
  • Aplikasi
    Keuangan
    • Akuntansi
    • Faktur
    • Pengeluaran
    • Spreadsheet (BI)
    • Dokumen
    • Tanda Tangan
    Sales
    • CRM
    • Sales
    • POS Toko
    • POS Restoran
    • Langganan
    • Rental
    Website
    • Website Builder
    • eCommerce
    • Blog
    • Forum
    • Live Chat
    • eLearning
    Rantai Pasokan
    • Inventaris
    • Manufaktur
    • PLM
    • Purchase
    • Maintenance
    • Kualitas
    Sumber Daya Manusia
    • Karyawan
    • Rekrutmen
    • Cuti
    • Appraisal
    • Referensi
    • Armada
    Marketing
    • Social Marketing
    • Email Marketing
    • SMS Marketing
    • Acara
    • Otomatisasi Marketing
    • Survei
    Layanan
    • Project
    • Timesheet
    • Layanan Lapangan
    • Meja Bantuan
    • Planning
    • Appointment
    Produktivitas
    • Diskusi
    • Approval
    • IoT
    • VoIP
    • Pengetahuan
    • WhatsApp
    Aplikasi pihak ketiga Odoo Studio Platform Odoo Cloud
  • Industri-Industri
    Retail
    • Toko Buku
    • Toko Baju
    • Toko Furnitur
    • Toko Kelontong
    • Toko Hardware
    • Toko Mainan
    Makanan & Hospitality
    • Bar dan Pub
    • Restoran
    • Fast Food
    • Rumah Tamu
    • Distributor Minuman
    • Hotel
    Real Estate
    • Agensi Real Estate
    • Firma Arsitektur
    • Konstruksi
    • Estate Management
    • Perkebunan
    • Asosiasi Pemilik Properti
    Konsultansi
    • Firma Akuntansi
    • Mitra Odoo
    • Agensi Marketing
    • Firma huku
    • Talent Acquisition
    • Audit & Sertifikasi
    Manufaktur
    • Tekstil
    • Logam
    • Perabotan
    • Makanan
    • Brewery
    • Corporate Gift
    Kesehatan & Fitness
    • Sports Club
    • Toko Kacamata
    • Fitness Center
    • Wellness Practitioners
    • Farmasi
    • Salon Rambut
    Perdagangan
    • Handyman
    • IT Hardware & Support
    • Sistem-Sistem Energi Surya
    • Pembuat Sepatu
    • Cleaning Service
    • Layanan HVAC
    Lainnya
    • Organisasi Nirlaba
    • Agen Lingkungan
    • Rental Billboard
    • Fotografi
    • Penyewaan Sepeda
    • Reseller Software
    Browse semua Industri
  • Komunitas
    Belajar
    • Tutorial-tutorial
    • Dokumentasi
    • Sertifikasi
    • Pelatihan
    • Blog
    • Podcast
    Empower Education
    • Program Edukasi
    • Game Bisnis 'Scale Up!'
    • Kunjungi Odoo
    Dapatkan Softwarenya
    • Download
    • Bandingkan Edisi
    • Daftar Rilis
    Kolaborasi
    • Github
    • Forum
    • Acara
    • Terjemahan
    • Menjadi Partner
    • Layanan untuk Partner
    • Daftarkan perusahaan Akuntansi Anda.
    Dapatkan Layanan
    • Temukan Mitra
    • Temukan Akuntan
    • Temui penasihat
    • Layanan Implementasi
    • Referensi Pelanggan
    • Bantuan
    • Upgrades
    Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +1 (650) 691-3277
    Dapatkan demo
  • Harga
  • Bantuan

Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:

  • CRM
  • e-Commerce
  • Akuntansi
  • Inventaris
  • PoS
  • Project
  • MRP
All apps
Anda harus terdaftar untuk dapat berinteraksi di komunitas.
Semua Post Orang Lencana-Lencana
Label (Lihat semua)
odoo accounting v14 pos v15
Mengenai forum ini
Anda harus terdaftar untuk dapat berinteraksi di komunitas.
Semua Post Orang Lencana-Lencana
Label (Lihat semua)
odoo accounting v14 pos v15
Mengenai forum ini
Help

How to import activities for contact’s chatter?

Langganan

Dapatkan notifikasi saat terdapat aktivitas pada post ini

Pertanyaan ini telah diberikan tanda
quickstartQuickstart
1 Balas
3193 Tampilan
Avatar
Arturo David Galán Galván (adgg)

I want to migrate my contacts along with their activities (In the chatter) to a new data base, from 17.4 to 18.

Is there any way to import activities so that they appear again in the Chatter?

1
Avatar
Buang
Avatar
Arturo David Galán Galván (adgg)
Penulis Jawaban Terbai
  1. First you have to import the contacts without the activities to the new database
  2. Afterwards you need to find the specific model ids and relevant fields to create a spreadsheets template.


STEPS

  1. Import only contacts: Export and import contacts to the new database with all their information, except for the activities.

  2. Find the activities: First, to find the activities, you can click on the clock icon and ‘view all activities’


3. Find the activity technical names: Another way to find the activities is to activate developer mode and go to > Settings > Technical > Activity Overview; this will show all the activities that have not been marked as ‘Done’. Click on any of them to see the ​fields that they have: 


4. Important fields: The fields that need to be imported  are the following:

  • The external id for the model (res.partner): res_model_id/id (step 6) 
  • The internal id for each contact: res_id (step 7)
  • The external id for each activity type: activity_type_id/id (step 5)
  • The summary of the activity: summary
  • The due date for each activity: date_deadline
  • The assigned user to each activity: user_id/id (id of the user assigned)

The actual template is attached to this post.


5. Obtain the ‘activity_type_id/id’: The import won’t work using only the activity type, it needs to be the id. Go to Settings > Technical > Activity types and export the             name and external id of all the activity types in your database:

Note: depending on which activity is assigned to which id, it will also have to be related in the final spreadsheet so that all the activities are correct. If new activity types were created in the old database you will have to first import them as well.


6. Obtaining the Correct model for contacts: We need the external model id for contacts (res.partner) because that is where we want to import the activities (since all          ​activities are stored in Activity Overview its something you need to specify to the system so that it creates the correct relation between them), go to Settings >                 Technical > Database Structure > Models > select them all and export them :

There you will find the external id for the contacts, it is contacts.model_res_partner. It is important to reiterate that this is the external id that must be used.


7. Relation between the activities id and each contact: Finally, you need to get the contact id to be able to relate each activity to each specific contact, the field for it is        res_id. This field corresponds to the internal id of the contact and not the external one. You need to use the internal id so that Odoo knows how to relate everything          together. To obtain it you have to export it from the contacts that were already imported in the new database. ‘I want to update data (import-compatible export)’ must      be unchecked and the field name to export is ID (.id):

How they would look like:

8. Relate all data with the correct contact: Now, after getting all the necessary fields to import, you have to relate them to each other inside the spreadsheet, the contact  id with the specific activity type of that contact alongside its summary, deadline and the user responsible. Here is an example of only the necessary fields to use:

You create your own external id for id, the external model id will be the same one since the activities are all related to contacts, for the contact internal id you have to make sure that the correct activity types id’s, summary and date correspond to the right contact. For the user id you can use base.user_admin to assign the administrator user to all of the activities, however, to find the id for each user go to Settings > Manage Users > Select all of them (or only the ones you need) > Actions > Export and make sure to add the external id field:

With this you can choose which user will be assigned to each activity. 


9. Import data in activities: this should be enough for the import to work correctly, however, to be able to import activities in the first place go to Settings > Technical >        Activity Overview > debug > View: list > update the code at the end of line 1 with the following:

With this you should finally be able to import activities.

Go to > Settings > Technical > Activity Overview, the option to import will appear when clicking on the gear:

 

Upload the .csv file and make sure that these are the fields:

Click on the test button and if it says that everything is OK then you can click on import and now you have imported activities to your new database.


Note: There's a .csv file with the temple example attached to this forum post.


SUMARRY

In summary, after importing only the contacts, you need to obtain the id of the model that the activities will be related to, in this case it was contacts, get the internal id of the imported contacts to link the activity to each contact and obtain the ids of the specific activity and of the assigned  user. 

So if you want to import activities for other models (sales order, projects, etc.) you only need to get the specific model id and the id of the data where the activities need to be used (in this case: contacts).

Template

2
Avatar
Buang
Menikmati diskusi? Jangan hanya membaca, ikuti!

Buat akun sekarang untuk menikmati fitur eksklufi dan agar terlibat dengan komunitas kami!

Daftar
Post Terkait Replies Tampilan Aktivitas
How do I connect the Epson TM-T88VII to Odoo?
quickstart Quickstart
Avatar
Avatar
2
Okt 25
821
How to Set Customer-Specific Product Names Diselesaikan
quickstart Quickstart
Avatar
1
Agu 25
1306
✅ Odoo E-commerce: How to discriminate deliveries based on the type of clients
quickstart Quickstart
Avatar
0
Agu 25
1358
How can Import an existing Spreadsheets with formulas with out doing it manually? Diselesaikan
quickstart Quickstart
Avatar
2
Agu 25
1740
Does Odoo manage WebP ? Diselesaikan
quickstart Quickstart
Avatar
Avatar
Avatar
3
Jul 25
4370
Komunitas
  • Tutorial-tutorial
  • Dokumentasi
  • Forum
Open Source
  • Download
  • Github
  • Runbot
  • Terjemahan
Layanan
  • Odoo.sh Hosting
  • Bantuan
  • Peningkatan
  • Custom Development
  • Pendidikan
  • Temukan Akuntan
  • Temukan Mitra
  • Menjadi Partner
Tentang Kami
  • Perusahaan kami
  • Aset Merek
  • Hubungi kami
  • Tugas
  • Acara
  • Podcast
  • Blog
  • Pelanggan
  • Hukum • Privasi
  • Keamanan
الْعَرَبيّة Català 简体中文 繁體中文 (台灣) Čeština Dansk Nederlands English Suomi Français Deutsch हिंदी Bahasa Indonesia Italiano 日本語 한국어 (KR) Lietuvių kalba Język polski Português (BR) română русский язык Slovenský jazyk slovenščina Español (América Latina) Español ภาษาไทย Türkçe українська Tiếng Việt

Odoo adalah rangkaian aplikasi bisnis open source yang mencakup semua kebutuhan perusahaan Anda: CRM, eCommerce, akuntansi, inventaris, point of sale, manajemen project, dan seterusnya.

Mudah digunakan dan terintegrasi penuh pada saat yang sama adalah value proposition unik Odoo.

Website made with

Odoo Experience on YouTube

1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.

Live support on Youtube
Watch now