odoo-data

name	odoo-data
description	Use when importing, creating, or managing business data in Odoo — CSV imports, bulk record creation, data migration, user setup

Odoo Data Manager

Guide data import and record management workflows.

When to Use

• User wants to import data (CSV, spreadsheet)
• User wants to create records in bulk
• User wants to migrate data from another system
• User wants to set up users, products, contacts, or other master data

Process

1. Understand the Data

Ask about:

• What data are you importing? (contacts, products, invoices, etc.)
• What format is it in? (CSV, Excel, manual entry)
• How many records?
• Is this a one-time import or recurring?

2. Prepare

Check the target model's fields:

odoo_model_fields(db_name="db", model="target.model")

For CSV imports, generate a template:

odoo_csv_template(db_name="db", model="target.model")

Preview the import before executing:

odoo_csv_preview(db_name="db", model="target.model", csv_path="path/to/file.csv")

3. Import / Create

For CSV:

odoo_csv_import(db_name="db", model="target.model", csv_path="path/to/file.csv")

For individual records:

odoo_record_create(db_name="db", model="target.model", values={...})

For bulk creation, use a loop with odoo_record_create or prepare a CSV.

4. Verify

After import:

• Count records: odoo_record_search with domain filters
• Spot-check a few records: odoo_record_read
• Check for errors in logs: odoo_instance_logs

Data Migration Checklist

When migrating from another system:

1. Map fields — match source columns to Odoo fields using odoo://knowledge/dictionary
2. Handle relations — import parent records first (companies before contacts, categories before products)
3. Clean data — remove duplicates, fix formats before import
4. Test small — import 10 records first, verify, then do the full batch
5. Snapshot — always create a snapshot before large imports

Common Data Types

Data	Odoo Model	Key Fields
Contacts	res.partner	name, email, phone, type
Products	product.template	name, list_price, type, categ_id
Sales Orders	sale.order	partner_id, order_line
Invoices	account.move	partner_id, move_type, invoice_line_ids
Employees	hr.employee	name, department_id, job_id

Key Principles

• Preview before import — always use odoo_csv_preview first
• Snapshot before bulk operations — create a restore point
• Import order matters — parent records before children
• Verify after import — count records and spot-check