How to download a database of partners (customers and suppliers) via Excel file?

May 19, 2025 by
Олена Кирилюк


To download the database of partners (counterparties), you need to go to the "Contacts" module. Click on the "Bookmarks" - "Import records" button:

In the resulting window, you can download a ready-made Excel file template for importing partners into Odoo:​

You can also use your Excel file. 

In this case, you will need to make a little more settings to import data correctly.


Next, click the "Upload file" button and select the file from which the data should be uploaded:



A window will open in which the fields in the Excel file and Odoo are mapped. 
If you used a ready-made template, these fields will be filled in automatically, if not, you will need to configure them manually: 

After making all the settings, click the "Test" button:

If there are no errors, then click "Import":


After that, we check the downloaded data.