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Import Projects and Tasks from Excel

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$ 5.05

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Required Apps • Project (project)
• Discuss (mail)
Technical Name odoo_project_task_import
License OPL-1
Also available in version 17.0 16.0
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Technical Name odoo_project_task_import
License OPL-1
Also available in version v 17.0 v 16.0

Introduction

Accelerate your project workflows and enhance productivity with the Import Projects and Tasks module for Odoo. This essential tool is crafted for project managers and teams who need to set up complex projects quickly and accurately. By eliminating the laborious process of manually creating individual projects and tasks, this module allows you to import all necessary data in bulk from a single Excel or CSV file. Whether you are migrating from another project management system, setting up templated projects, or simply managing a high volume of tasks, this import utility ensures a fast, efficient, and error-free start to any project.

Key Features

  • Dual import functionality to create both new projects and tasks in bulk.

  • Seamlessly import data from either Excel (.xlsx) or CSV (.csv) file formats.

  • Map comprehensive task details, including task name, assigned user, project, tags, and deadlines.

  • Create new projects with just a project name or include more detailed information.

  • Intelligent validation to prevent errors by checking for existing projects, users, and tags.

  • User-friendly wizards for both project and task imports to guide you through the process.

  • Includes clear and simple-to-use sample files to ensure your data is formatted correctly.

  • Provides informative error messages to quickly identify and correct any issues in your import file.

Benefits

  • Drastically reduces the time and effort required to set up new projects and task lists.

  • Ensures accuracy and consistency by eliminating manual data entry mistakes.

  • Perfect for migrating project data from other software or spreadsheets.

  • Streamlines the creation of recurring or template-based projects.

  • Allows for rapid onboarding of new clients and their associated project tasks.

  • Improves overall project management efficiency by automating initial setup.

  • Empowers project managers to focus on execution rather than administrative tasks.

Compatibility & Technical Details

  • Required Modules: Project (project).

  • License: OPL-1

  • Technical Name: odoo_project_task_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 Projects and Tasks from Excel" and click 'Install'.

Import Projects and Project Tasks from Excel

Import Projects from Excel in Odoo

Import Project Tasks from Excel in Odoo

This app allows you to Import Projects and Tasks from excel file.

Main Features:

  • Allow you to import multiple Projects and Tasks from excel file in Odoo.
  • Allow you to Import Projects.
  • Allow you to Import Tasks.
  • Import Projects and Tasks From Selected Excel File.
  • This module allows you to Import Project and Task from Excel Wizard using Excel Import.
  • Make sure you have xlrd Python library installed.
  • Sample Excel files are available inside the sample folder in the app.
  • For more details see the video and check below screenshots.

    • Menus Available:

    • Project
      • Import
        • Import Project and Task

    Edition Compatibility:


    Enterprise Odoo.sh Community

    Menu - Project :Import/Import Projects and Tasks

    Sample Excel File for Project Import

    (Also available inside Module/Sample Folder)

    Wizard to Select Excel - Import Project

    Imported Projects in List View

    Sample Excel File for Task Import

    (Also available inside Module/Sample Folder)

    Wizard to Select Excel - Import Task

    Imported Tasks in List View

    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.