Skip to Content
Menu
This question has been flagged
3 Replies
1838 Zobrazenia

All, 

I'm using the provided template to import leads / opportunities and I get the following error:


Missing required value for the field 'Opportunity' (name)


However, when I hover over the name, the data preview looks right.


I've tried importing from "Leads" and from "Pipeline" and I get the same error. 


I also tried to add an 'opportunity" column, and made sure that the opportunities had different names.  

What am I missing?


Thank you!

Avatar
Zrušiť
Best Answer

Hi Manuel Delgado,

There is a field "name" in Lead/Opportunity which is a mandatory but the labels will be different. 

If the data is missing in that column of the import file, then this error will occur.

Avatar
Zrušiť
Autor Best Answer

For some reason, this worked. I believe the step I was missing was to create a first Lead by hand. Thank you!

Avatar
Zrušiť
Best Answer

Hi,

The error can happen if a required field is missing in your import. To fix this, export a sample of leads or opportunities from Odoo to get the correct template. Include fields like Opportunity, Sales Team, Salesperson, Country, Email, and Stage. Fill in your data using this template and re-import it to ensure all required fields are correctly included and formatted. For more details, check this blog:

https://www.cybrosys.com/blog/how-to-import-leads-into-odoo-17-crm


Hope it helps

Avatar
Zrušiť
Related Posts Replies Zobrazenia Aktivita
1
okt 23
4716
2
máj 23
2622
1
apr 25
1479
1
mar 24
1955
3
apr 22
13872