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Excel Import/Export/Report Demo

excel_import_export_demo folder_open OCA/server-tools open_in_new
Tools License: AGPL-3

This module provide some example use case for excel_import_export

  • Import/Export Sales Order (import_export_sale_order)
  • Import New Sales Orders (import_sale_orders)
  • Sales Orders Report (report_sale_order)
  • Print Quoation / Order (.xlsx) (report_action/sale_order)
  • Run Partner List Report (report_action/partner_list)

auto_awesome What this module does

AI-generated from the code · Odoo 16.0

This demo module shows how to import and export Excel files in Odoo for sales orders, purchase orders, CRM leads and partners, and adds ready-made Excel reports for quotations/orders and partner lists.

This module is a working example of the Excel Import/Export toolset. It adds several ready-to-use Excel templates and the screens that use them.

  • On a Sales Order you get an "Import Excel" action that opens a wizard to load a sale order from a spreadsheet, and a "Quotation / Order (.xlsx)" report you can print from the order.
  • On a Purchase Order the same "Import Excel" action is available, using a purchase order template that can both import and export order lines.
  • Under the Excel Import/Export menu you find "Sample Import Sale Order", "Sample Lead Report" and "Sample Sales Report".
  • "Partner List Report" also appears under the Sales menu; it opens a small form where you pick partners and press Execute to download an Excel list with name, phone and email.
  • The lead report wizard lets you filter by Sales Team and produces an Excel file with leads plus revenue grouped by country and by team.
  • The sales report wizard lets you filter by customer and exports order number, date and untaxed, tax and total amounts.

All wizards are temporary screens; the data is computed when you run them and nothing extra is stored. Access is granted to all internal users. A post-install step attaches the export actions to the existing templates.

Depends on

excel_import_exportsale_managementpurchasecrm

Menus it adds

menu_import_sale_orderPartner List Reportmenu_report_crm_leadmenu_report_sale_order
Models and fields (3)
  • report.crm.lead · new modelresults, team_id (Sales Team), revenue_by_team, revenue_by_country
  • report.sale.order · new modelresults, partner_id (Partner)
  • report.partner.list · new modelresults, partner_ids

Text generated by AI (DeepSeek) from reading the Odoo 16.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 5 confirmed, 4 with no information of 9 versions.

Sources · Odoo 12.0

Confirmed on 2026-11-03 in branch 12.0 of OCA/server-tools.

terminal Installation and usage

OCA documentation · Odoo 16.0

Installation

Source · Odoo 16.0

To install this module, you need to install excel_import_export

Then, simply install excel_import_export_demo.

Usage

Source · Odoo 16.0

Example 1: Export/Import Excel on existing document

To test this use case, go to any Sales Order and use Export Excel or Import Excel in action menu.

Example 2: Import Excel Files

To test this use case, go to Settings > Excel Import/Export > Sample Import Sales Order

Example 3: Create Excel Report

To test this use case, go to Settings > Excel Import/Export > Sample Sales Report

Example 4: Printout Excel on existing document, using report action

To test this use case, go to any Sales Order and click print "Quotation / Order (.xlsx)".

Example 5: Run Partner List Report, using report action

To test this use case, go to menu Sales > Reporting > Partner List Report

No verified information in OCA: Configuration.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.