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Vtiger CRM supports importing data into different modules including Leads, Contacts, Organizations, Opportunities, etc.
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Vtiger CRM supports importing data into different modules including Leads, Contacts, Organizations, Opportunities, etc.
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* Check List
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#### Check List
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**1. Mandatory Fields**
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**1. Mandatory Fields**
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| ... | @@ -22,19 +22,19 @@ Admin users can disable import access to non-admin users from Profile level. If |
... | @@ -22,19 +22,19 @@ Admin users can disable import access to non-admin users from Profile level. If |
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Follow few simple steps to import data into Vtiger CRM
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Follow few simple steps to import data into Vtiger CRM
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**1.** Click menu icon
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* Click menu icon
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**2.** Select a module, say Contacts
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* Select a module, say Contacts
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**3.** Click import button on top right corner to import records
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* Click import button on top right corner to import records
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* **Step 1: Select File**
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* **Step 1: Select File**
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In the first step of importing process, you’ll need to browse and upload your import file from your system.
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In the first step of importing process, you’ll need to browse and upload your import file from your system.
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**1.**Click on the Choose File button, browse for the desired file that is to be imported.
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* Click on the Choose File button, browse for the desired file that is to be imported.
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**2.** Click Next
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* Click Next.
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| ... | @@ -50,21 +50,23 @@ In the final step of the import process, you will need to map import file Header |
... | @@ -50,21 +50,23 @@ In the final step of the import process, you will need to map import file Header |
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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.
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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.
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Note! If fields are not mapped during Import process, the data will be
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Note!
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lost. For example, if you don’t map a field say Address to a Vtiger field
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then that value will be lost.
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If fields are not mapped during Import process, the data will
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be lost. For example, if you don’t map a field say Address to
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a Vtiger field then that value will be lost.
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* **Import Results**
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**4.Import Results**
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After successfully importing records into Vtiger CRM, the import results are displayed in tabular format.
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After successfully importing records into Vtiger CRM, the import results are displayed in tabular format.
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* **Import Mapping Tips**
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**5.Import Mapping Tips**
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* Date Values
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* Date Values
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| ... | @@ -122,7 +124,7 @@ Services::::Service_Name |
... | @@ -122,7 +124,7 @@ Services::::Service_Name |
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**8.** Specifying the Items Total, Pre-Tax Total, Received, Balance and Grand Total in CSV file will not be considered, as these fields depend on Item total, discount and taxes added to it, other fields like Quantity, Selling Price, Discount, and Tax added to it.
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**8.** Specifying the Items Total, Pre-Tax Total, Received, Balance and Grand Total in CSV file will not be considered, as these fields depend on Item total, discount and taxes added to it, other fields like Quantity, Selling Price, Discount, and Tax added to it.
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* **Additional Notes**
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**6.Additional Notes**
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* **Import Scheduled!**
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* **Import Scheduled!**
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