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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/14.0/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-14-0/server-backend-14-0-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/253/14.0"><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">
|
|
<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>
|
|
<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.
|
|
If you spotted it first, help us smashing it by providing a detailed and welcomed
|
|
<a class="reference external" href="https://github.com/OCA/server-backend/issues/new?body=module:%20base_import_match%0Aversion:%2014.0%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>
|
|
</div>
|
|
<div class="section" id="credits">
|
|
<h1><a class="toc-backref" href="#id5">Credits</a></h1>
|
|
<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/14.0/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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