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