Dolibarr ERP / CRM
Integration & Development => Import & Export => Topic started by: admin on Nov 10, 2025, 01:35 AM
Import Module:- Purpose: Facilitates the bulk entry of data from external sources into Dolibarr, replacing manual data entry for various entities like products, third parties (customers, prospects, vendors), and more.
- Process:
- Preparation: Data needs to be prepared in a compatible format, typically CSV or Excel. CSV is generally recommended for performance and memory reasons.
- Access: The import wizard is accessed through the "Tools" menu after enabling the "Imports" module.
- Selection & Upload: Users select the type of data to import (e.g., products, third parties) and upload the prepared file.
- Mapping: Columns in the uploaded file are mapped to the corresponding fields within Dolibarr.
- Options & Execution: Users can define import options, such as whether to insert new records or update existing ones, and then launch the import process.
- Considerations: Predefined import profiles are available for common objects, and custom scripts can be developed for more complex or unsupported scenarios.
Export Module:- Purpose: Enables the extraction of data from Dolibarr for various purposes, such as analysis in external tools, integration with other software, or backups.
- Process:
- Access: The export wizard is accessed through "Tools" -> "New Export" after enabling the "Exports" module.
- Selection: Users choose a predefined dataset or manually select the fields to be included in the export.
- Filtering & Formatting: Filters can be applied to narrow down the exported data, and the order of columns can be adjusted.
- Profile Creation: Export selections can be saved as profiles or templates for future use.
- Format & Generation: Users select the desired export format (e.g., CSV, TSV, XLS) and initiate the generation of the export file.
- Considerations: While predefined datasets cover many common export needs, custom development may be required for highly specific data extraction requirements. In essence, these modules streamline data management in Dolibarr by enabling efficient mass imports and exports, reducing manual effort and facilitating data exchange with other systems.