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How can Import an existing Spreadsheets with formulas with out doing it manually?

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Haydee Villatoro García (havg)

Normally, we can test spreadsheets in a testing environment to verify that the information and fields created for a report are correct. It is also common to want to reuse the formulas from an existing report (especially in multi-company environments) to obtain the same information for another company. However, in many cases, this process is done manually by copying and pasting the data, which not only takes time but also increases the risk of errors when transferring the information again.

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Haydee Villatoro García (havg)
Author Best Answer

In Odoo, you can export a spreadsheet and import it into another database (such as a test or previous environment) in just a few simple steps. This process also works in a multi-company environment.

1.Activate developer mode 


Go to the setting app, and at the end press the option of developer mode.

Note: Remember to not activate the ones that says with assets. 


2.Go to the desire Spreadsheet

Once activated, you can go to the dashboard or spreadsheet you want to export. In the File tab (make sure developer mode is enabled), there is an option called “Download as JSON.”

3.Put it in the new Database

Once the .JSON file has been downloaded, you can go to the database where the information will be imported. There are two simple ways to import the report:

  1. Documents:
    If you’re creating a new dashboard or only need the spreadsheet in the Documents app, go to the app and either drag and drop the file or click the New button to upload it.
    If you're creating a new dashboard, you can then link it to the uploaded spreadsheet.

​2. Dashboards:

​If you already have a dashboard, go to Dashboards > Configuration > Dashboards, select the record where the report should be updated, and with developer mode enabled, click the Data field, then the pencil icon, and upload the new report.

Advice

If the spreadsheet is linked to a model's data, its domain might break. 

In that case, you just need to modify the domain so the information can update correctly.



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