Difference between revisions of "Import clients from Excel"
| Line 9: | Line 9: | ||
1. Download the template file for import and fill it out. | 1. Download the template file for import and fill it out. | ||
| − | 2. Click the | + | 2. Click the "'''Choose file'''" button to upload the template with your information to the system. |
| − | 3. Press the | + | 3. Press the "'''Submit'''" button to import the template: |
| − | [[File: | + | [[File:Import clients from Excel.jpg|"Download", "Choose", and "Submit" buttons|border|400px]] |
If the filled file has no mistakes, the information from it will be imported into the system. | If the filled file has no mistakes, the information from it will be imported into the system. | ||
| Line 19: | Line 19: | ||
Otherwise, the file will be returned with an indication of the found mistakes. Correct the mistakes, to be able to import the information again. | Otherwise, the file will be returned with an indication of the found mistakes. Correct the mistakes, to be able to import the information again. | ||
| − | Use the | + | Use the "'''CLIENTS'''" template to enter general information about clients, "'''CLIENTS CONTACTS'''" to enter the contact information |
| − | and the | + | and the "'''CLIENTS PRICES'''" to import prices for clients. |
Revision as of 15:50, 25 October 2017
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.
The clients’ information is imported step-by-step.
1. Download the template file for import and fill it out.
2. Click the "Choose file" button to upload the template with your information to 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. Correct the mistakes, to be able to import the information again.
Use the "CLIENTS" template to enter general information about clients, "CLIENTS CONTACTS" to enter the contact information
and the "CLIENTS PRICES" to import prices for clients.
