How to Import & Export Invoice in Odoo18

The steps below guide you through understanding how to Export and import invoices in Odoo18. This workflow explains why exporting and importing invoices is crucial for transferring bulk data between different Odoo configurations and demonstrates the process of selecting invoices, creating an export template, exporting to an Excel file, and then importing that file into Odoo.

• Navigate to Invoices: From the Odoo web application, go to the “Invoicing” module and then to “Invoices”.
• Understand the Need for Export/Import: Exporting invoices (e.g., 1,000 or 10,000 invoices) and then importing them into another Odoo configuration helps in transferring bulk data, which is the main reason for using this feature.
• Select Invoices to Export: Select the invoices you wish to export from the list.
• Initiate Export: Click on the “Actions” dropdown menu and select “Export”.
• Create an Export Template: In the “Export Data” pop-up, choose “New Template”. Give it a name (e.g., “Invoice”) and select the fields you want to include in the export, such as “Currency” and “Date”.
• Save and Export the File: Save the template and then click “Export”. You can choose between Excel (XLSX) or CSV formats. The file will be downloaded.
• Initiate Import: To import, go back to the “Invoices” section, click on “Favorites” and then “Import Records”.
• Upload the Exported File: Click “Upload Data File”, select the previously exported Excel file, and click “Select”.
• Test and Import: The system will load the data. Click “Test” to check for errors. If everything is “Everything seems valid,” click “Import”. The invoices will be successfully imported.