Import Excel budgets safely into Odoo
Guided upload, dry-run validation and one-click rollback bring your Excel-drafted analytic budgets into Odoo without the risk of a bad bulk import.
The problem
Finance teams draft and revise budgets in Excel across departments, then re-key every line into Odoo by hand at every revision — and if a wrong account or a bad row slips through, there is no way to undo the damage.
The solution
Upload the workbook, map the columns, review a full row-by-row validation report, and commit with confidence — with a complete import history and one-click rollback whenever something needs to be undone.
Everything a finance team needs to move budgets safely
Every capability below is implemented in the module.
Guided Import Wizard
A step-by-step wizard walks you from file upload through column mapping to a final preview before anything is created.
Dry-Run Preview & Validation
Every row is checked before commit and flagged OK, Warning or Error, with counts and a plain-language reason for each flag.
Analytic Account Validation
Analytic accounts are matched by code or name, and can be created automatically for rows that reference an account that does not exist yet.
Ready-Made Template
Download a pre-formatted.xlsx template with the correct headers and example rows, so your first import uses the right layout.
Bidirectional Excel Export
Export one or several budgets to Excel at once, including achieved and variance columns, as separate sheets or one consolidated sheet.
Import History & Rollback
Every import is logged with the original file, user, date and totals, and a budget manager can roll it back in a single click.
Line-Level Error Reporting
When a row fails validation you see exactly which row and field caused it, instead of a generic import failure.
Budget Variance on Every Line
Budget lines compute variance between budgeted and achieved amounts automatically, turning the import into an instant check against actuals.
Scheduled Recurring Imports
Set an interval to re-run the same workbook automatically, keeping recurring budgeting cycles up to date without manual re-uploads.
How it works
Upload
Choose an existing or new budget, upload your.xlsx workbook, or grab the ready-made template first.
Map & Preview
Map spreadsheet columns to analytic accounts, then review a full dry-run report before anything is saved.
Commit
Fix or skip flagged rows and commit — budget lines and a full import log are created together.
Track & Undo
Review variance on every line, export budgets back to Excel, or roll back the entire import in one click.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. The module uses the openpyxl and xlsxwriter libraries that already ship with Odoo, so import and export work immediately after installation.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Budget Lines Import & Export (Excel)
Round-trip Odoo budgets through Excel with a dry-run preview, line-level error reporting and scheduled recurring imports — and roll a bad run back in one click.
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