Import.md

+### **Import**
+
+* Importing Contact data from a CSV file, an email, a form submitted on your website, or a 
+  third-party app like Google Contacts or Office 365
+* Bringing Leads from the Website 
+* Use Web Service APIs to connect to your existing apps
+
+Vtiger CRM supports importing data into different modules including Leads, Contacts, Organizations, Opportunities, etc.
+
+* Check List
+ **1. Mandatory Fields**
+
+Make sure your .csv file addresses all mandatory fields. For instance, Last Name and Company fields are mandatory in Leads module. You cannot proceed with importing until or unless you have a value within these fields of your .csv file. If the value of mandatory fields is empty, they will be set to ‘????’.
+
+ **2. File Size**
+
+Make sure the file to be imported does not exceed 50 MB size
+
+ **3. Permissions**
+
+Admin users can disable import access to non-admin users from Profile level. If you can’t find the Import option, you should contact your Administrator to enable import permission for your profile
+
+
+Follow few simple steps to import data into Vtiger CRM
+
+  **1.** Click  menu icon
+
+  **2.** Select a module, say Contacts
+
+  **3.** Click import button on top right corner to import records
+
+* **Step 1: Select File**
+
+In the first step of importing process, you’ll need to browse and upload your import file from your system.
+
+    **1.**Click on the Choose File button, browse for the desired file that is to be imported.
+
+    **2.** Click Next
+
+* **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.
+
+* **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.
+
+You can provide default values for mapping fields which will be picked up in case if the value for any field in a file will be empty. Also, frequently used mappings can be saved and reused. Saved mappings will be accessible to all users. You can delete the saved mappings by clicking on Trash icon. After successfully mapping fields, click Import button.
+
+                    Note! If fields are not mapped during Import process, the data will be 
+                    lost. For example, if you don’t map a field say Address to a Vtiger field 
+                    then that value will be lost.
+
+* **Import Results**
+
+After successfully importing records into Vtiger CRM, the import results are displayed in tabular format.
+
+* **Import Mapping Tips**
+
+* Date Values
+
+Date values depend on the format set in My Preferences. Any format other than specified format will not be imported and the field will be left blank. If the Date field is mandatory and no value is specified or has another format, then the record will not be imported.
+
+* Assigned To values
+
+When mapping to Assigned To value, you can either have user’s ‘firstname and lastname’ or the user’s username(login address) in .CSV file.
+If no user is present with the value, then the imported records are assigned to the user who imports.
+
+* Numbers
+
+If an imported value has additional decimals than what is configured for the field will get rounded up to the specified decimals values.
+For Example, consider importing Currency field. The CSV file has the value 1135.8395 and My Preference Decimals is set to 2 Decimals, the imported Currency value will be rounded up to 1135.84
+
+If you import an empty number(mandatory) field, Vtiger will insert 0 value to the record.
+
+* Picklist Values
+
+When mapping to Picklist field, if the value being imported is not present in the Picklist, then Vtiger will insert the new value into the record.
+
+If Picklist field is mandatory and imported record has no value, Vtiger will pick the default value specified during import. If that is also blank, then it will pick the default value of the field. If all are blank then ???? will be added to the record.
+
+* Time Values
+
+On mapping Time values, if the value is empty, then Vtiger will set the time as 12 AM.
+
+* Multi Select Combo
+
+If you are importing a multi-select picklist values, multiple values should be specified in this format in the CSV file - value1 |##| value2 |##| value3. This field is case-sensitive.
+
+* Reference Fields
+
+If you are importing values into a reference field (ex: Organization field in Çontact), and a record is not present with the value, Vtiger will create a new record. Any mandatory values in the referenced record will be set to ????. Import fails if a record has mandatory Reference fields with an empty value.
+
+
+### **Inventory Management**
+
+* **Quotes**
+
+  * Generate a Quote using quote generator when an Opportunity is in quote stage
+  * Personalize Email content using Email Templates.
+
+### **Dashboard**
+
+  * Track your sales team activity, sales pipeline and sales performance on your dashboard.
+  * Create custom reports  and charts and pin it to your dashboard
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