Difference between revisions of "Import clients from Excel"

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If you already have the list of clients, contacts, and prices, you can easily import it on this page entering such information manually.
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If you already have the list of clients, contacts and prices, you can easily import it on this page without entering such information manually.
  
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1. Download the template file for import and fill it out. Then upload it to the system and import by pressing the “'''Submit'''” button:
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The clients’ information is imported step-by-step.
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2. If the filled file has no mistakes, the information from it will be imported into the system. Otherwise, the file will be returned with indication of the found mistakes. Correct the mistakes, to be able to import the information again.
 
  
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The clients' information is imported step-by-step.  
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1. Download the template file for import and fill it out.  
  
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Use the ClientImport.xlsx template to enter general information about clients, the ClientContactImport.xlsx to enter the contact information of employees and the ClientPriceImport.xlsx to import prices for clients.
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2. Click the “Choose file” button to upload the template with your information to the system.
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3. Press the “Submit” button to import the template:
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[[File:ICE Import clients from Excel.png|"Download", "Choose", and "Submit" buttons]]
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If the filled file has no mistakes, the information from it will be imported into the system.
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Otherwise, the file will be returned with an indication of the found mistakes. Correct the mistakes, to be able to import the information again.
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Use the “CLIENTS” template to enter general information about vendors, “CLIENTS CONTACTS” to enter the contact information  
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and the “CLIENTS PRICES” to import prices for clients.

Revision as of 02:38, 7 January 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:

"Download", "Choose", and "Submit" buttons

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 vendors, “CLIENTS CONTACTS” to enter the contact information

and the “CLIENTS PRICES” to import prices for clients.

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