SPA Import - Advanced de IZAAP Technologies Private Limited

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Import and export
SPA Import - Advanced

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Instalaciones

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Desarrollador

IZAAP Technologies Private Limited

Descripción

Streamline CRM Data Management with Ease

The SPA Import Module simplifies the process of managing CRM data in the SPA section by enabling effortless import and updates of records using CSV files.

Key Features:

Flexible Import Options

Import new records by leaving the ID column blank.
Update existing records by specifying the CRM item's element ID in the ID column.
Use the pipe symbol (||) to include multiple field values.

Intuitive Workflow

Select the CRM Item and upload your CSV file.
Download a sample file for reference to ensure accurate formatting.

Field Mapping Made Simple

Easily map Excel fields to system fields for accurate data integration.
Preview your data in a grid view to validate information before import.

Real-Time Import Tracking

Monitor the count of successfully imported or failed records for complete transparency.

Quick Import Re-runs

Seamlessly proceed with additional imports using the "Import Another File" option.

The SPA Import Module ensures efficient and error-free data management, making it an indispensable tool for CRM administrators. Save time, reduce manual efforts, and enhance accuracy with this powerful solution!

Instrucciones de instalación

Soporte técnico

Seguridad de los datos

Agregado: 13.01.2025

Soporte técnico

For support related to this app , please write us at: apps@izaaptech.com

Instrucciones de instalación

Installation Instructions

1. This module allows importing new records into the SPA section and updating existing ones. For new CRM items, add them to the SPA section and leave the ID column blank. To upd ate existing records, enter the CRM Item's element ID in the ID column. Use the pipe symbol (||) to separate multiple field values.

2. Select the relevant CRM Item and upload the CSV file. Then, click "Next Step." You can download the sample file for reference.

NOTE: If downloaded import sheet contain all the fields in single column with comma separated, please convert to comma delimited with separate column. Please refer the attached pdf with steps to convert single column comma separated fields to separate tab Click here to view.

3. Map the Excel fields to the system fields. A preview of your imported data is shown in the grid view. Make sure to check all the information before proceeding with the import process.

4. Submit the import file and track the count of imported or failed records.

5.Click the "Click Here to View Imported Records" option in the final step of the import process to see the imported records.

6. To proceed with the next se t of imports, click the import another file button.

Note: Maximum number of column allowed per hit is 50. If you want to upload huge file please use batch import concept and import 50 records each hit.

Seguridad de los datos

Más información

SPA Import - Advanced

La aplicación solicita permiso para acceder a los siguientes datos:

CRM

acceso total: ver, crear, editar y eliminar prospectos, contactos, compañías, negociaciones, facturas, cotizaciones, actividades, campos de usuario, etc.

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