Trade Show Lead Import
Reads a CSV of contacts collected at a trade show or event, filters out incomplete records, normalises the name fields, and creates new leads directly in Odoo CRM — so your sales team can start following up without any manual data entry.
Odoo Insert
Drop your event contact list as a CSV, point the pipeline at it, and run. Every contact with a valid email address becomes a lead in Odoo CRM. No duplicates are checked — this template is designed for new contacts from a specific event. If you need deduplication, use the Odoo Upsert plugin instead.
CSV_FILE_PATH and expects six columns: first_name, last_name, email, phone, company, and notes. The header row is required. Fields are trimmed automatically.email is null or empty. Leads in crm.lead without an email are nearly useless for follow-up — this keeps the pipeline's output actionable. Discarded rows are silently dropped with no error.first_name and last_name into contact_name, then builds the lead title as Contact Name - Company (or just the contact name if no company is present). These two computed fields are added to the stream.crm.lead record per row. Fields mapped: name (lead title), contact_name, email_from, phone, partner_name (company), and description (notes). Processed in batches of 50. Salesperson assignment uses Odoo's default — configure it in the CRM settings or assign manually after import.The pipeline expects a CSV with a header row and these six columns. Column order does not matter — fields are matched by name.
| Column | Description |
|---|---|
| first_name | Contact's first name |
| last_name | Contact's last name |
| Email address — required. Rows without this field are discarded | |
| phone | Phone number — optional |
| company | Company name — optional, appended to the lead title |
| notes | Free-text notes from the event — mapped to the lead description |
crm.lead, plus your database URL and API key. The CRM module must be installed.Trade Show Lead Import
Reads a CSV of contacts collected at a trade show or event, filters out incomplete records, normalises the name fields, and creates new leads directly in Odoo CRM — so your sales team can start following up without any manual data entry.
Odoo Insert
Drop your event contact list as a CSV, point the pipeline at it, and run. Every contact with a valid email address becomes a lead in Odoo CRM. No duplicates are checked — this template is designed for new contacts from a specific event. If you need deduplication, use the Odoo Upsert plugin instead.
CSV_FILE_PATH and expects six columns: first_name, last_name, email, phone, company, and notes. The header row is required. Fields are trimmed automatically.email is null or empty. Leads in crm.lead without an email are nearly useless for follow-up — this keeps the pipeline's output actionable. Discarded rows are silently dropped with no error.first_name and last_name into contact_name, then builds the lead title as Contact Name - Company (or just the contact name if no company is present). These two computed fields are added to the stream.crm.lead record per row. Fields mapped: name (lead title), contact_name, email_from, phone, partner_name (company), and description (notes). Processed in batches of 50. Salesperson assignment uses Odoo's default — configure it in the CRM settings or assign manually after import.The pipeline expects a CSV with a header row and these six columns. Column order does not matter — fields are matched by name.
| Column | Description |
|---|---|
| first_name | Contact's first name |
| last_name | Contact's last name |
| Email address — required. Rows without this field are discarded | |
| phone | Phone number — optional |
| company | Company name — optional, appended to the lead title |
| notes | Free-text notes from the event — mapped to the lead description |
crm.lead, plus your database URL and API key. The CRM module must be installed.