Import employee and related documents on Odoo 17 and perhaps using API
€79-80 EUR
Închis
Data postării: 4 luni în urmă
€79-80 EUR
Plata la predare
I am looking to mass import employees and their related documents (PDFs) from their platform on Personio to Odoo 17 Enterprise. I have the employee data in an Excel file and their documents could be in a separate folder. However, we have discussed that it might be better to connect to the Personio API, so there is no need for manual download and renaming of documents to associate them in some way.
There are much fields as default Employee fields. Then I added some fields with Studio, but perhaps you prefer do some modifications.
I am uncertain about the best way to link these employees with their respective documents in Odoo, especially in bulk. The Documents module has a direct import wizard for this purpose. Therefore, I also thought about using the Odoo API. What I do know is that employees are associated with contacts. Normally, this link is made when creating an associated contact, which occurs when entering the employee's private address.
The documents are related to their owner (portal user*), although I also see that it can be related to a simple contact. *Portal users, unlike internal users, are contacts who have the ability to access via an email and password to a web portal - for example, to view their documents online - and that is what I had thought we would use to relate the employees with their documents. At least, that's how it is done manually.
Access to Personio API (confidential data): I will send you after you analize and say me a price for it, and then we can sign an NDA.
To access Odoo, if you provide a GitHub account, I will give you access to [login to view URL], so you do not need an internal Odoo user.
Odoo 17 API Documentation: [login to view URL]
I assigned 80 eur to this project. Please, don’t bid if you can’t do it or you can’t do by this price. Thank you.
As an experienced Odoo developer with over 5 years under my belt, I bring a wealth of knowledge and proficiency to the table. Throughout my career, I have undergone various Odoo customizations, API integrations, and worked heavily with the Odoo connector, making me familiar with the intricacies involved in importing employee data seamlessly and efficiently.
Diving deep into the project description, I understand that data organization is key here, especially when it comes to implementing mass imports whilst maintaining accuracy. The solution of connecting to the Personio API without manual fuss is an avenue I can explore thoroughly for you. In addition to that, I have a deep understanding of the Document module which is a crucial part of this task. This means I will be able to set up the required bulk import wizard flawlessly.
Additionally, my familiarity with Studio gives me an edge in this project, as it allows for effective modification that could streamline your employee-document linking process further. Finally, I'm willing to adhere to your budget and will also respect your privacy by signing any necessary NDAs for our collaboration. Let's proceed with what promises to be an exciting project!
Hi,
Thank you for this posting an opportunity related to my area of expertise. I understand your requirements and would love to discuss them in detail. I am experienced odoo consultant with installation, configuration and development experience. I have developed a few very interesting modules and customizations in ODOO
I have excellent experience in Odoo development, customization, and configurations. I believe my abilities would be perfect for your venture. I can finish this job within the time frame. I have 6 years of experience in odoo. I have expertise in working from odoo 8 to 15 and in odoo all modules. I will be serving you with all my hard work and skills.
Moving ahead, I can commit 30 hours/week to your job, and my everyday time is flexible. I am very energized to provide my solutions for your job. Looking forward to working for you on this project.
Looking forward to hearing more.
Thanks & Regards,
Shahid
Hi there,Good evening I am Talha. I can work with your project skills Odoo and API
I am excited to present my proposal, which centers around a personalized approach designed to elevate your project. We will start with an in-depth consultation to gain a deep understanding of your project's unique requirements, goals, and constraints. Our commitment to customization means that we will tailor our services to align perfectly with your project, and we will explain how this approach will meet your expectations.
Hi,
As a seasoned professional with two decades of experience in Odoo, I am committed to offering clients unparalleled support in evaluating project feasibility and leveraging my wealth of knowledge to drive impactful outcomes. I am poised to be the client's strongest ally in realizing their goals and effecting positive transformation. I eagerly anticipate the opportunity to collaborate with you.
Thank you for considering my services.
As an experienced developer, particularly in API integration, I have successfully implemented similar projects in the past. My team and I are well-versed in database management, web development, and systems integration, ensuring seamless handling of your employee and document imports from Personio to Odoo 17. I am particularly confident about using the Personio API for this task as it will significantly minimize any manual input or rename errors that could occur.
Additionally, my proficiency in working with Excel files and familiarity with Odoo's API makes me an ideal candidate to execute this project for you efficiently within your budget. I understand that time and data sensitivity are crucial to you, and rest assured that your confidential information will be handled with utmost professionalism and secured with an NDA.
Not only will I provide a solution as per your needs but ensure you achieve a streamlined process for associating employee documents in bulk on the Odoo platform. By connecting employees with their respective documents through their portal user contact, we can harness the potential of Odoo's Documents module for a more effective system for you. I am excited about this opportunity to showcase my skills while helping you optimize your HR data management processes.
Nice to meet you Synkiria and Team, My name is Anthony Muñoz, I express my interest in working on your project after carefully reading the requirements and concluding that they match my area of knowledge and skills.
I am currently the lead engineer for the IT agency DSPro and I have more than 10 years of experience in the field. I have successfully completed a large number of similar jobs and I consider your project to be a challenge in which I would like to work and be able to make it a reality.
Please feel free to contact me, it will be my pleasure to help you. I greatly appreciate the time provided and I remain attentive to any questions or concerns.
Greetings
Buenos días, soy Adrián de Develovements. Somos una empresa de desarrollo de software de Castellón. Nos gustaría concretar más detalles acerca del proyecto. ¿Podríamos concertar una reunión y comentar con más detalle? Un saludo
Greetings,
I have been using Odoo for more than 7 years and have worked with various modules including CRM, Sales, Purchase, Accounting and Inventory.
My skills including setting up Odoo, installing and configuring apps/modules and also customizations using custom modules.
I have also worked with Postgres server doing things like installing the server, creating backups and monitoring the server.
For employees on Odoo, I do know there is an option to create users and link them to the employee, so perhaps we can use this route instead of creating portal users. Of course, if using the Enterprise version, this means this will count to your quota of users. I believe the documents app has a way to link documents to employees by default and we can make use of that.
Let's engage over chat to further discuss your needs and the changes that you need done.
Hi,
To start with, could you please provide me with the details of the Excel file that contains the employee data? Additionally, let me know if the employee documents are in a separate folder or if it’s possible to connect to the Personio API.
As far as linking the employees with their respective documents in Odoo is concerned, there are a few potential approaches. One option is to utilize the direct import wizard in the Documents module for bulk importing. Another possibility is to leverage the Odoo API. However, it’s worth noting that employees are typically associated with contacts during the creation of an associated contact. This association occurs when entering the employee’s private address.
Regarding the documents, they are generally related to their owner, who is typically a portal user. These portal users, as opposed to internal users, have access to a web portal where they can view documents online. To establish the relationship between employees and their documents, we can utilize this portal user functionality. This is how it’s typically done manually.
Feel free to contact so we discuss more about the project.
Hello,
Could you provide me with the Excel file containing the employee data? Additionally, do you have a preferred method for linking the employees with their respective documents in Odoo?
We have extensive experience working with APIs and importing data in bulk. We believe we can help you with this task.
We are available to discuss the project further. Let us know if you are interested in proceeding.
