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Import Chart of Accounts using Excel

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Required Apps • Invoicing (account)
• Discuss (mail)
Technical Name odoo_chart_account_import
License OPL-1
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Technical Name odoo_chart_account_import
License OPL-1

Introduction

Build the foundation of your financial system with precision and speed using the Import Chart of Accounts module for Odoo. This essential tool is designed for accountants and implementation specialists to eliminate one of the most critical and time-consuming setup tasks: manually creating the Chart of Accounts. By enabling you to import your entire account structure—including account codes, names, types, and relationships—in bulk from a single Excel or CSV file, you can ensure a fast, accurate, and consistent accounting setup. This module is indispensable for new Odoo implementations, migrating from another accounting system, or deploying custom accounting structures for specific industries.

Key Features

  • Import a complete, multi-level Chart of Accounts in a single, streamlined operation.

  • Supports both Excel (.xlsx) and CSV (.csv) file formats for maximum flexibility.

  • Import all essential account details, including Code, Name, Internal Type, and Group.

  • Optionally link accounts to specific taxes and tags for advanced reporting.

  • Ability to mark accounts as deprecated or allow reconciliation as needed.

  • Intelligently creates the hierarchical structure of your accounts based on your file.

  • Includes a clear, easy-to-use sample file to ensure your data is structured correctly.

  • Provides robust validation to prevent errors and ensure the integrity of your accounting setup.

Benefits

  • Drastically reduces the time and manual effort required for Odoo accounting configuration.

  • Ensures a high degree of accuracy and consistency, preventing foundational setup errors.

  • Significantly accelerates the implementation process for new Odoo accounting systems.

  • Simplifies the migration of your existing Chart of Accounts from a legacy system.

  • Allows for easy replication of standardized accounting structures across multiple companies.

  • Empowers finance teams to manage and customize their Chart of Accounts without extensive technical help.

  • Creates a solid, reliable accounting foundation for all future financial transactions and reporting.

Compatibility & Technical Details

  • Required Modules: Accounting (account).

  • License: OPL-1

  • Technical Name: odoo_chart_account_import

Installation:

  1. Download the module file.

  2. Place the module folder into your Odoo addons directory.

  3. Restart the Odoo server.

  4. Navigate to the 'Apps' menu, activate developer mode, and click 'Update Apps List'.

  5. Search for "Import Chart of Account from Excel" and click 'Install'.

Chart of Accounts Import using Excel File

Import Accounts from Excel - Odoo App

Allow your accounting team manager to import your company chart of accounts into Odoo using Excel file.

Main Features
  • Allow you to import your company chart of accounts into Odoo using Excel file.
  • Make sure you have xlwt python library installed.
  • For more details please watch the video and check the below screenshots.
Menus Available:
  • Invoicing
    • Imports
      • Import Chart of Account

Edition Compatibility:


Enterprise Odoo.sh Community

Sample Excel File for Account Import

Import Chart of Account Menu for Managers

Wizard to Import Chart of Accounts

Open Wizard From Import Chart of Account menu

After Import Created Chart of Accounts

Form of Created Chart of Account

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: [email protected]
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

  • Odoo Implementation

  • Odoo Support

  • Odoo Customization

  • Odoo Migration

  • Odoo Training 

Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.