Difference between revisions of "Import clients from Excel"
| Line 24: | Line 24: | ||
*'''CLIENTS'''—use this template to enter general information about clients. | *'''CLIENTS'''—use this template to enter general information about clients. | ||
| − | *'''CLIENTS CONTACTS''' | + | *'''CLIENTS CONTACTS'''—for entering the contact information (relates to the '''Company''' clients type). |
*'''CLIENTS PRICES'''—to import prices for clients. | *'''CLIENTS PRICES'''—to import prices for clients. | ||
Revision as of 11:01, 1 August 2019
Import clients from Excel page: http://cloud.protemos.com/client-import/index
If you already have the list of clients, contacts, and prices, you can easily import it on this page without entering such information manually.
Todo that, go to the Clients page and press the "Import from Excel" button:
The clients’ information is imported step-by-step.
1. Download the template file for import by clicking the "Download Excel template" link, and fill it out.
2. Click the "Choose file" button to upload the template with your information into the system.
3. Press the "Submit" button to import the template:
If the filled file has no mistakes, the information from it will be imported into the system.
Otherwise, the file will be returned with an indication of the found mistakes in the Errors column. Correct the mistakes to be able to import the information again.
- CLIENTS—use this template to enter general information about clients.
- CLIENTS CONTACTS—for entering the contact information (relates to the Company clients type).
- CLIENTS PRICES—to import prices for clients.
