Difference between revisions of "Import clients from Excel"
m (Yuri moved page Clients import page to Import clients from Excel page) |
m (Yuri moved page Import clients from Excel page to Import clients from Excel) |
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Revision as of 16:29, 1 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 entering such information manually.
1. Download the template file for import and fill it out. Then upload it to the system and import by pressing the “Submit” button:
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.
The clients' information is imported step-by-step.
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.
