Get Started — Your First Mass Import¶

This walkthrough assumes Q5 (HA Annual PM Report) is installed (the MoPH 82-class seed is needed even for vendor / location imports — it's a module dependency).

Step 1 — Open the wizard¶

Maintenance → Configuration → Mass-Import Upload

A 3-step transient form opens:

Step 2 — Download the template¶

Click ↓ Download Template on Step 1 (or use the standalone Maintenance → Configuration → Download Import Template menu). The server generates a fresh XLSX from the live model schema — no static template files ship with the module, so future field additions don't drift.

Each template has:

• Row 1 — column headers (red fill on required, blue on optional). Headers are localised to your session language (TH or EN).
• Row 2 — italic grey help text per column. Either leave it (the parser silently skips it on upload) or delete it.
• Row 3+ — your data.

For equipment templates, a hidden __moph_classes sheet contains the full MoPH 82-class catalogue with name_en / name_th / risk_tier / pm_freq_months. Excel data-validation dropdowns reference this sheet on the MoPH-class column.

Step 3 — Fill in your data¶

Start small — a 5–10 row vendor file is the easiest first test. Example (English headers shown):

Leave External ID blank — Odoo auto-generates one when the record is created (standard import behaviour). The Vendor Name column is required; everything else is optional.

Step 4 — Upload and preview¶

Back in Step 1: pick Vendor, attach your file, click Next: Preview.

The dry-run reports:

Summary: 2 OK · 0 WARN · 0 FAIL (2 total rows)

The Match column tells you what would happen on commit: - create new (vat) — no existing partner matched on the VAT business-key; this row will be inserted - upsert #42 (vat) — partner id 42 matched on VAT; this row will be updated in-place

Step 5 — Commit¶

Click Commit Batch. The savepoint-wrapped commit writes 2 new partners, tags both with roots_hemms_import_batch_id pointing at the batch you just created, and posts a summary on the batch's chatter.

Step 3 shows:

Records created: 2
Records updated: 0
Committed at:    2026-05-22 14:32:11

Click Open Batch to inspect the audit trail.

Step 6 — Verify¶

Contacts → list view → filter by "Q6 Test" → both vendors visible with their VAT, country, and the new "Import Batch" field populated.

That's the round trip. From here: - Re-upload the same file → 0 created, 2 updated (idempotent — see Workflows) - Delete the batch within 7 days to undo (see Workflows) - Move on to a Location import → then Equipment (FK dependencies require this order, see Workflows)