OdooWiki OCA HUB

Contact CSF for Mexico

l10n_mx_res_partner_csf folder_open OCA/l10n-mexico open_in_new
Localization License: AGPL-3

This module allows you to upload the proof of tax situation (Constancia de situacion fiscal) from the Mexican Tax Authority (SAT) and update the information of a partner.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Upload a Mexican tax situation certificate (CSF) PDF on a contact and Odoo automatically fills in the contact's RFC, name, address and state.

This module adds an "Upload CSF" button at the top of the contact form. Clicking it opens a small pop-up window where you select the PDF file of the Constancia de Situación Fiscal issued by the Mexican tax authority (SAT).

When you press Upload, Odoo reads the text of the PDF and updates the contact with the information it finds: - Tax ID (RFC) and legal name - Postal code, city and state - Street, exterior number, interior number and neighbourhood - Country is set to Mexico, and the state is matched to the Mexican state named in the document

The original PDF is also saved as an attachment on the contact, so you keep the proof on file. If the uploaded file is not a readable PDF, Odoo shows an error message and nothing is changed.

The button is available on the standard contact form, and the import pop-up can be used by contact managers. The module only touches the contact (res.partner) screen and does not create invoices or taxes by itself.

Depends on

contacts
Models and fields (2)
  • import.csf · new modelfile, file_name
  • res.partner · extends an existing model

Text generated by AI (DeepSeek) from reading the Odoo 19.0 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: 3 confirmed, 6 with no information of 9 versions.

Sources · Odoo 17.0

Confirmed on 2026-11-03 in branch 17.0 of OCA/l10n-mexico.

terminal Installation and usage

OCA documentation · Odoo 19.0

This module requires the unaccent extension of PostgreSQL:

CREATE EXTENSION "unaccent";

and unaccent=True in Odoo configuration file.

  • Go to Contacts
  • Click on "Create"
  • Click on "Upload CSF"
  • Select the pdf document and click "Upload"

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.