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greeshma.kk created page: Inventory management authored by Greeshma's avatar Greeshma
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Import.md
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...@@ -36,10 +36,14 @@ In the first step of importing process, you’ll need to browse and upload your ...@@ -36,10 +36,14 @@ In the first step of importing process, you’ll need to browse and upload your
**2.** Click Next **2.** Click Next
![Screenshot_from_2020-12-08_17-05-24](https://code.vtiger.com/vtiger/vtigercrm-manual/uploads/1337a97f234378cb8d24472b3bf7ebb3/Screenshot_from_2020-12-08_17-05-24.png)
* **Step 2: Duplicate Record Handling** * **Step 2: Duplicate Record Handling**
This is an optional step and comes into play if you would enable the checkbox in Step-3 of the import process. This option will help you in tracing out duplicate records. You can also configure the actions to be performed on duplicate records: skip, overwrite and merge. And finally, select desired fields for duplicate lookup by moving fields from the list of Available Fields to Fields to be matched on by using the right and left arrows. This is an optional step and comes into play if you would enable the checkbox in Step-3 of the import process. This option will help you in tracing out duplicate records. You can also configure the actions to be performed on duplicate records: skip, overwrite and merge. And finally, select desired fields for duplicate lookup by moving fields from the list of Available Fields to Fields to be matched on by using the right and left arrows.
![Screenshot_from_2020-12-08_17-06-50](https://code.vtiger.com/vtiger/vtigercrm-manual/uploads/eb9eebf42909db3f9546ba00201a6a30/Screenshot_from_2020-12-08_17-06-50.png)
* **Step 3: Map CRM Fields** * **Step 3: Map CRM Fields**
In the final step of the import process, you will need to map import file Header/Column to fields in Vtiger CRM. Fields will be automatically mapped if your CSV file’s header matches with Vtiger CRM field label. In the final step of the import process, you will need to map import file Header/Column to fields in Vtiger CRM. Fields will be automatically mapped if your CSV file’s header matches with Vtiger CRM field label.
...@@ -50,10 +54,16 @@ You can provide default values for mapping fields which will be picked up in cas ...@@ -50,10 +54,16 @@ You can provide default values for mapping fields which will be picked up in cas
lost. For example, if you don’t map a field say Address to a Vtiger field lost. For example, if you don’t map a field say Address to a Vtiger field
then that value will be lost. then that value will be lost.
![Screenshot_from_2020-12-08_17-08-01](https://code.vtiger.com/vtiger/vtigercrm-manual/uploads/823e4290f265eea81ea15f4fc0d5b120/Screenshot_from_2020-12-08_17-08-01.png)
* **Import Results** * **Import Results**
After successfully importing records into Vtiger CRM, the import results are displayed in tabular format. After successfully importing records into Vtiger CRM, the import results are displayed in tabular format.
![Screenshot_from_2020-12-08_17-08-51](https://code.vtiger.com/vtiger/vtigercrm-manual/uploads/56e76d379fe116995cb87d49a586d353/Screenshot_from_2020-12-08_17-08-51.png)
* **Import Mapping Tips** * **Import Mapping Tips**
* Date Values * Date Values
...@@ -136,3 +146,7 @@ If an Admin user is performing import and if a non-admin user tries to start an ...@@ -136,3 +146,7 @@ If an Admin user is performing import and if a non-admin user tries to start an
**2.** If you would trigger import on a particular module, neither you nor any other user in Vtiger CRM can import records into the same module. However, other users can import records into other modules in Vtiger CRM. **2.** If you would trigger import on a particular module, neither you nor any other user in Vtiger CRM can import records into the same module. However, other users can import records into other modules in Vtiger CRM.

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