Odoo 18 Enterprise Book: Data Cleaning

Data cleaning is the process of preparing or shaping data in your system by eliminating or altering unnecessary, inaccurate, redundant, irrelevant, or badly designed data. Your organization does not require the data being described. Data cleaning is an essential tool for a commercial firm to adequately clean its data. How well the data is cleansed determines whether a project succeeds or fails.

Manually looking for duplicates and eliminating pointless files will take time. An automated system is important to effectively remove unneeded files and data. The Odoo ERP Data Cleaning program is a fantastic remedy for these problems.

With the help of the data cleaning module, you can easily find duplicates in any type of data, including field data, customer contact information, customer details, and many other components.

This chapter will cover the full Odoo 18 data cleansing module.

By using the Odoo18 Data Cleaning application, your company can make sure that the data cleaning process is straightforward. Additionally, the module can be combined with other modules such as Document, Contacts, Customer Relationship Management, and Human Resource Management due to its high degree of interaction.

By heading to Odoo Apps, you may install the Data Cleaning module on your database and start it up. The menu icon, shown in the screenshot below, will appear after installation. By clicking on the menu icon, you can now access the module.

An image of the Data Cleaning dashboard may be found below.

Odoo 18

The Dashboard window shows the list of duplicate papers in a visible manner. Each copy will have a description on the right side of the window, while the Rules will be shown on the left. Using Rules, Odoo18 allows you to define the parameters used to find duplicate documents. The Rules can be set up using the configuration options. If you want to configure Rules, click the Configuration tab. To configure rules, you can view a dropdown menu with two submenus on the Configuration tab, as shown in the image below.

The module allows you to establish the rules for data cleansing in three different ways. Those are

  1. Deduplication
  2. Recycle Records
  3. Field Cleaning

Deduplication, Recycling, and Field Cleaning are the three primary data cleansing techniques available in the Odoo Data Cleaning module. Finding and eliminating duplicate entries is the main goal of deduplication. By preserving or removing old records, recycling aids in their management. By cleansing particular fields, field cleaning enables data standardization.

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