Backup & Import/Export

Odoo lets you export any data to Excel, import records in bulk, and back up the database — essential for migration, audit, and business continuity.

Path: Any list ← Export / Import — backups via Odoo.sh or the database manager

1. Export: open a list view (e.g. Invoices) and tick the records.
2. Use Actions ⚙ ← Export, choose fields and xlsx, then Export.
3. Save an export template for repeat use.
4. Import: click Favorites ← Import records.
5. Download the template, fill it, upload, and map columns to fields.
6. Click Test to catch errors, then Import.
7. Backup: on Odoo.sh use the Backups tab (or rely on daily auto-backups).
8. Self-hosted: use the Database Manager ← Backup and store the file safely.