Odoo Document Import

Order confirmations, quotes, and invoices arrive as emails and PDFs, and someone usually re-types them into the ERP. These seven modules build on OCA's PDF-import-by-template and EDI frameworks so Odoo 18 Community can read those documents itself. You describe a document once as a template, and every matching email or PDF after that becomes a record, with a review queue for anything uncertain.

Features

• base_import_pdf_by_template_engine: extension points that let other pattern engines and tools plug into the OCA import module, plus fixes for two table-extraction bugs.

• import_from_email: plain-text and HTML extraction modes, and a mail alias that files each inbound email as a tracked, retryable EDI exchange record.

• edi_import_router: one inbox for emailed and printed documents. A TypeSafe classifier picks the document type, confident matches are filed automatically, and the rest wait for review.

• import_via_xberg: an extraction mode backed by the xberg library that parses PDFs into structured tables, with JSONPath to narrow each field before its pattern runs.

• import_preview: a saved sample per template and a live preview of each line's match while you write it.

• import_create_missing: creates the linked record (a product, say) when a lookup misses, prefilled with the required fields.

• import_create_missing_xberg: JSONPath support for those new-record values, installed automatically when both modules are present.

Getting started

Install the modules from the avunu-odoo-addons repository along with OCA's edi and edi-framework repos. Each module's README in the repository explains how the pieces fit and how to build your first template.