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<?xml version="1.0" encoding="utf-8" ?> |
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<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd"> |
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<html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en"> |
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<head> |
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /> |
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<meta name="generator" content="Docutils 0.14: http://docutils.sourceforge.net/" /> |
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<title>Base Import Match</title> |
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<style type="text/css"> |
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/* |
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:Author: David Goodger (goodger@python.org) |
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:Id: $Id: html4css1.css 7952 2016-07-26 18:15:59Z milde $ |
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:Copyright: This stylesheet has been placed in the public domain. |
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Default cascading style sheet for the HTML output of Docutils. |
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See http://docutils.sf.net/docs/howto/html-stylesheets.html for how to |
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customize this style sheet. |
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*/ |
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/* used to remove borders from tables and images */ |
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.borderless, table.borderless td, table.borderless th { |
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border: 0 } |
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table.borderless td, table.borderless th { |
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/* Override padding for "table.docutils td" with "! important". |
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The right padding separates the table cells. */ |
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padding: 0 0.5em 0 0 ! important } |
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.first { |
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/* Override more specific margin styles with "! important". */ |
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margin-top: 0 ! important } |
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.last, .with-subtitle { |
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margin-bottom: 0 ! important } |
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.hidden { |
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display: none } |
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.subscript { |
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vertical-align: sub; |
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font-size: smaller } |
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.superscript { |
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vertical-align: super; |
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font-size: smaller } |
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a.toc-backref { |
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text-decoration: none ; |
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color: black } |
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blockquote.epigraph { |
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margin: 2em 5em ; } |
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dl.docutils dd { |
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margin-bottom: 0.5em } |
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object[type="image/svg+xml"], object[type="application/x-shockwave-flash"] { |
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overflow: hidden; |
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} |
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/* Uncomment (and remove this text!) to get bold-faced definition list terms |
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dl.docutils dt { |
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font-weight: bold } |
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*/ |
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div.abstract { |
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margin: 2em 5em } |
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div.abstract p.topic-title { |
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font-weight: bold ; |
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text-align: center } |
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div.admonition, div.attention, div.caution, div.danger, div.error, |
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div.hint, div.important, div.note, div.tip, div.warning { |
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margin: 2em ; |
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border: medium outset ; |
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padding: 1em } |
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div.admonition p.admonition-title, div.hint p.admonition-title, |
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div.important p.admonition-title, div.note p.admonition-title, |
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div.tip p.admonition-title { |
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font-weight: bold ; |
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font-family: sans-serif } |
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div.attention p.admonition-title, div.caution p.admonition-title, |
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div.danger p.admonition-title, div.error p.admonition-title, |
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div.warning p.admonition-title, .code .error { |
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color: red ; |
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font-weight: bold ; |
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font-family: sans-serif } |
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/* Uncomment (and remove this text!) to get reduced vertical space in |
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compound paragraphs. |
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div.compound .compound-first, div.compound .compound-middle { |
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margin-bottom: 0.5em } |
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div.compound .compound-last, div.compound .compound-middle { |
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margin-top: 0.5em } |
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*/ |
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div.dedication { |
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margin: 2em 5em ; |
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text-align: center ; |
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font-style: italic } |
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div.dedication p.topic-title { |
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font-weight: bold ; |
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font-style: normal } |
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div.figure { |
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margin-left: 2em ; |
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margin-right: 2em } |
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div.footer, div.header { |
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clear: both; |
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font-size: smaller } |
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div.line-block { |
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display: block ; |
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margin-top: 1em ; |
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margin-bottom: 1em } |
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div.line-block div.line-block { |
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margin-top: 0 ; |
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margin-bottom: 0 ; |
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margin-left: 1.5em } |
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div.sidebar { |
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margin: 0 0 0.5em 1em ; |
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border: medium outset ; |
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padding: 1em ; |
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background-color: #ffffee ; |
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width: 40% ; |
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float: right ; |
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clear: right } |
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div.sidebar p.rubric { |
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font-family: sans-serif ; |
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font-size: medium } |
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div.system-messages { |
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margin: 5em } |
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div.system-messages h1 { |
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color: red } |
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div.system-message { |
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border: medium outset ; |
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padding: 1em } |
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div.system-message p.system-message-title { |
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color: red ; |
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font-weight: bold } |
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div.topic { |
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margin: 2em } |
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h1.section-subtitle, h2.section-subtitle, h3.section-subtitle, |
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h4.section-subtitle, h5.section-subtitle, h6.section-subtitle { |
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margin-top: 0.4em } |
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h1.title { |
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text-align: center } |
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h2.subtitle { |
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text-align: center } |
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hr.docutils { |
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width: 75% } |
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img.align-left, .figure.align-left, object.align-left, table.align-left { |
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clear: left ; |
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float: left ; |
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margin-right: 1em } |
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img.align-right, .figure.align-right, object.align-right, table.align-right { |
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clear: right ; |
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float: right ; |
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margin-left: 1em } |
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img.align-center, .figure.align-center, object.align-center { |
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display: block; |
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margin-left: auto; |
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margin-right: auto; |
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} |
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table.align-center { |
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margin-left: auto; |
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margin-right: auto; |
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} |
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.align-left { |
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text-align: left } |
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.align-center { |
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clear: both ; |
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text-align: center } |
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.align-right { |
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text-align: right } |
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/* reset inner alignment in figures */ |
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div.align-right { |
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text-align: inherit } |
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/* div.align-center * { */ |
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/* text-align: left } */ |
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.align-top { |
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vertical-align: top } |
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.align-middle { |
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vertical-align: middle } |
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.align-bottom { |
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vertical-align: bottom } |
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ol.simple, ul.simple { |
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margin-bottom: 1em } |
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ol.arabic { |
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list-style: decimal } |
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ol.loweralpha { |
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list-style: lower-alpha } |
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ol.upperalpha { |
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list-style: upper-alpha } |
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ol.lowerroman { |
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list-style: lower-roman } |
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ol.upperroman { |
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list-style: upper-roman } |
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p.attribution { |
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text-align: right ; |
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margin-left: 50% } |
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p.caption { |
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font-style: italic } |
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p.credits { |
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font-style: italic ; |
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font-size: smaller } |
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p.label { |
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white-space: nowrap } |
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p.rubric { |
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font-weight: bold ; |
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font-size: larger ; |
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color: maroon ; |
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text-align: center } |
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p.sidebar-title { |
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font-family: sans-serif ; |
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font-weight: bold ; |
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font-size: larger } |
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p.sidebar-subtitle { |
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font-family: sans-serif ; |
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font-weight: bold } |
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p.topic-title { |
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font-weight: bold } |
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pre.address { |
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margin-bottom: 0 ; |
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margin-top: 0 ; |
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font: inherit } |
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pre.literal-block, pre.doctest-block, pre.math, pre.code { |
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margin-left: 2em ; |
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margin-right: 2em } |
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pre.code .ln { color: grey; } /* line numbers */ |
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pre.code, code { background-color: #eeeeee } |
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pre.code .comment, code .comment { color: #5C6576 } |
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pre.code .keyword, code .keyword { color: #3B0D06; font-weight: bold } |
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pre.code .literal.string, code .literal.string { color: #0C5404 } |
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pre.code .name.builtin, code .name.builtin { color: #352B84 } |
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pre.code .deleted, code .deleted { background-color: #DEB0A1} |
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pre.code .inserted, code .inserted { background-color: #A3D289} |
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span.classifier { |
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font-family: sans-serif ; |
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font-style: oblique } |
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span.classifier-delimiter { |
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font-family: sans-serif ; |
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font-weight: bold } |
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span.interpreted { |
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font-family: sans-serif } |
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span.option { |
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white-space: nowrap } |
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span.pre { |
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white-space: pre } |
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span.problematic { |
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color: red } |
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span.section-subtitle { |
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/* font-size relative to parent (h1..h6 element) */ |
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font-size: 80% } |
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table.citation { |
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border-left: solid 1px gray; |
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margin-left: 1px } |
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table.docinfo { |
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margin: 2em 4em } |
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table.docutils { |
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margin-top: 0.5em ; |
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margin-bottom: 0.5em } |
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table.footnote { |
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border-left: solid 1px black; |
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margin-left: 1px } |
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table.docutils td, table.docutils th, |
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table.docinfo td, table.docinfo th { |
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padding-left: 0.5em ; |
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padding-right: 0.5em ; |
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vertical-align: top } |
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table.docutils th.field-name, table.docinfo th.docinfo-name { |
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font-weight: bold ; |
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h1 tt.docutils, h2 tt.docutils, h3 tt.docutils, |
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h4 tt.docutils, h5 tt.docutils, h6 tt.docutils { |
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font-size: 100% } |
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ul.auto-toc { |
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</style> |
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</head> |
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<body> |
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<div class="document" id="base-import-match"> |
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<h1 class="title">Base Import Match</h1> |
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<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! |
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!! This file is generated by oca-gen-addon-readme !! |
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!! changes will be overwritten. !! |
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! --> |
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<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/server-backend/tree/12.0/base_import_match"><img alt="OCA/server-backend" src="https://img.shields.io/badge/github-OCA%2Fserver--backend-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/server-backend-12-0/server-backend-12-0-base_import_match"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/253/12.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> |
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<p>By default, when importing data (like CSV import) with the <tt class="docutils literal">base_import</tt> |
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module, Odoo follows this rule:</p> |
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<ul class="simple"> |
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<li>If you import the XMLID of a record, make an <strong>update</strong>.</li> |
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<li>If you do not, <strong>create</strong> a new record.</li> |
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</ul> |
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<p>This module allows you to set additional rules to match if a given import is an |
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update or a new record.</p> |
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<p>This is useful when you need to sync heterogeneous databases, and the field you |
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use to match records in those databases with Odoo’s is not the XMLID but the |
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name, VAT, email, etc.</p> |
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<p>After installing this module, the import logic will be changed to:</p> |
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<ul class="simple"> |
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<li>If you import the XMLID of a record, make an <strong>update</strong>.</li> |
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<li>If you do not:<ul> |
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<li>If there are import match rules for the model you are importing:<ul> |
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<li>Discard the rules that require fields you are not importing.</li> |
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<li>Traverse the remaining rules one by one in order to find a match in the database.<ul> |
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<li>Skip the rule if it requires a special condition that is not |
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satisfied.</li> |
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<li>If one match is found:<ul> |
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<li>Stop traversing the rest of valid rules.</li> |
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<li><strong>Update</strong> that record.</li> |
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</ul> |
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</li> |
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<li>If zero or multiple matches are found:<ul> |
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<li>Continue with the next rule.</li> |
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</ul> |
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</li> |
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<li>If all rules are exhausted and no single match is found:<ul> |
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<li><strong>Create</strong> a new record.</li> |
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</ul> |
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</li> |
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</ul> |
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</li> |
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</ul> |
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</li> |
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<li>If there are no match rules for your model:<ul> |
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<li><strong>Create</strong> a new record.</li> |
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</ul> |
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</li> |
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</ul> |
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</li> |
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</ul> |
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<p>By default 2 rules are installed for production instances:</p> |
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<ul class="simple"> |
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<li>One rule that will allow you to update companies based on their VAT, when |
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<tt class="docutils literal">is_company</tt> is <tt class="docutils literal">True</tt>.</li> |
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<li>One rule that will allow you to update users based on their login.</li> |
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</ul> |
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<p>In demo instances there are more examples.</p> |
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<p><strong>Table of contents</strong></p> |
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<div class="contents local topic" id="contents"> |
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<ul class="simple"> |
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<li><a class="reference internal" href="#configuration" id="id1">Configuration</a></li> |
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<li><a class="reference internal" href="#usage" id="id2">Usage</a></li> |
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<li><a class="reference internal" href="#known-issues-roadmap" id="id3">Known issues / Roadmap</a></li> |
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<li><a class="reference internal" href="#bug-tracker" id="id4">Bug Tracker</a></li> |
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<li><a class="reference internal" href="#credits" id="id5">Credits</a><ul> |
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<li><a class="reference internal" href="#authors" id="id6">Authors</a></li> |
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<li><a class="reference internal" href="#contributors" id="id7">Contributors</a></li> |
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<li><a class="reference internal" href="#maintainers" id="id8">Maintainers</a></li> |
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</ul> |
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</li> |
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</ul> |
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</div> |
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<div class="section" id="configuration"> |
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<h1><a class="toc-backref" href="#id1">Configuration</a></h1> |
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<p>To configure this module, you need to:</p> |
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<ol class="arabic simple"> |
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<li>Go to <em>Settings > Technical > Database Structure > Import Match</em>.</li> |
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<li><em>Create</em>.</li> |
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<li>Choose a <em>Model</em>.</li> |
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<li>Choose the <em>Fields</em> that conform a unique key in that model.</li> |
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<li>If the rule must be used only for certain imported values, check |
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<em>Conditional</em> and enter the <strong>exact string</strong> that is going to be imported |
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in <em>Imported value</em>.<ol class="arabic"> |
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<li>Keep in mind that the match here is evaluated as a case sensitive |
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<strong>text string</strong> always. If you enter e.g. <tt class="docutils literal">True</tt>, it will match that |
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string, but will not match <tt class="docutils literal">1</tt> or <tt class="docutils literal">true</tt>.</li> |
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</ol> |
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</li> |
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<li><em>Save</em>.</li> |
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</ol> |
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<p>In that list view, you can sort rules by drag and drop.</p> |
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</div> |
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<div class="section" id="usage"> |
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<h1><a class="toc-backref" href="#id2">Usage</a></h1> |
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<p>To use this module, you need to:</p> |
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<ol class="arabic simple"> |
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<li>Follow steps in <strong>Configuration</strong> section above.</li> |
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<li>Go to any list view.</li> |
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<li>Press <em>Import</em> and follow the import procedure as usual.</li> |
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</ol> |
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</div> |
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<div class="section" id="known-issues-roadmap"> |
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<h1><a class="toc-backref" href="#id3">Known issues / Roadmap</a></h1> |
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<ul class="simple"> |
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<li>Add a setting to throw an error when multiple matches are found, instead of |
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falling back to creation of new record.</li> |
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</ul> |
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</div> |
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<div class="section" id="bug-tracker"> |
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<h1><a class="toc-backref" href="#id4">Bug Tracker</a></h1> |
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<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/server-backend/issues">GitHub Issues</a>. |
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In case of trouble, please check there if your issue has already been reported. |
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If you spotted it first, help us smashing it by providing a detailed and welcomed |
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<a class="reference external" href="https://github.com/OCA/server-backend/issues/new?body=module:%20base_import_match%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> |
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<p>Do not contact contributors directly about support or help with technical issues.</p> |
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</div> |
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<div class="section" id="credits"> |
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<h1><a class="toc-backref" href="#id5">Credits</a></h1> |
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<div class="section" id="authors"> |
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<h2><a class="toc-backref" href="#id6">Authors</a></h2> |
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<ul class="simple"> |
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<li>Tecnativa</li> |
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</ul> |
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</div> |
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<div class="section" id="contributors"> |
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<h2><a class="toc-backref" href="#id7">Contributors</a></h2> |
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<ul class="simple"> |
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<li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>: |
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* Jairo Llopis |
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* Vicent Cubells |
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* Ernesto Tejeda</li> |
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</ul> |
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</div> |
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<div class="section" id="maintainers"> |
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<h2><a class="toc-backref" href="#id8">Maintainers</a></h2> |
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<p>This module is maintained by the OCA.</p> |
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<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> |
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<p>OCA, or the Odoo Community Association, is a nonprofit organization whose |
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mission is to support the collaborative development of Odoo features and |
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promote its widespread use.</p> |
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<p>This module is part of the <a class="reference external" href="https://github.com/OCA/server-backend/tree/12.0/base_import_match">OCA/server-backend</a> project on GitHub.</p> |
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<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p> |
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</div> |
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</div> |
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</div> |
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</body> |
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</html> |
ernesto
6 years ago
Jesus Ramoneda