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Data Management in Odoo
This course is designed to provide a solid and practical understanding of data management in Odoo, addressing everything from the initial loading of information to the ongoing maintenance of data quality. Throughout the sessions, we will explore methods of importing and exporting data through the interface and CSV files, techniques for efficient master data management, processes for cleaning duplicate or inconsistent records, and basic ETL strategies in Odoo. Data loading in multi-company environments and the configuration of access controls through groups, logging rules and security levels will also be covered. Ideal for consultants, implementers and administrators looking to optimize the data lifecycle within the Odoo ecosystem.

By the end you will be able to:

• Distinguish Preset Filters vs Custom Filters and combine them (AND/OR) safely.
• Use common operators: is / is not / contains / does not contain / is one of / is not one of / is greater than / is less than / is between / is set / is not set.
• Apply Group By (single and multi‑level) and set date granularity (Day, Week, Month, Quarter, Year).
• Save searches in Favorites (name, Default, Share with all users) without breaking other users’ experience.
• Prepare reusable working views (e.g., “My tasks this week”), and clear filters/groupings when you’re done.