Primerjava izbranih različic
Prikazane so razlike med izbrano in trenutno različico strani.
| Both sides previous revision Prejšnja revizija Naslednja revizija | Prejšnja revizija | ||
|
us:slobase:manual:b_usage:j_importexport [dd/mm/Y H:i] admin |
us:slobase:manual:b_usage:j_importexport [dd/mm/Y H:i] (Trenutna) admin |
||
|---|---|---|---|
| Vrstica 5: | Vrstica 5: | ||
| The [[#Import]] section explains how to import the data into the system. It also explains how to prepare the data for the import to go quickly and smoothly. | The [[#Import]] section explains how to import the data into the system. It also explains how to prepare the data for the import to go quickly and smoothly. | ||
| - | If a need to export the data out of the system appears later on, you can simply do that using the exporting tool. You can read more about exporting in the [[#Izvoz]] section. | + | If a need to export the data out of the system appears later on, you can simply do that using the exporting tool. You can read more about exporting in the [[#Export]] section. |
| Importing and exporting tools can always be found at the bottom of page, as shown below. | Importing and exporting tools can always be found at the bottom of page, as shown below. | ||
| Vrstica 15: | Vrstica 15: | ||
| ====== Importing ====== | ====== Importing ====== | ||
| - | Produs IT works as a net of records and we can easily switch between them − from a Contact person to an Account, from an Account to a task, from events to Contact persons, etc. | + | Mostly we are importing Leads, but we can also import other data. |
| - | + | ||
| - | That is why we want to set such a net of Accounts and Contact persons. It is good to import the Contact persons with the data relating their Accounts. | + | |
| - | By importing Contacts the records on Accounts will be automatically created. | + | |
| As we mentioned in the introduction, for the data import to be easy, we have to prepare the data first. Read here how to export data from programs you have been using until now and in what format they have to be in to be imported. | As we mentioned in the introduction, for the data import to be easy, we have to prepare the data first. Read here how to export data from programs you have been using until now and in what format they have to be in to be imported. | ||
| - | ===== Format | + | ===== Format and shape of data to be imported ===== |
| - | + | ||
| - | and shape of data to be imported ===== | + | |
| <note tip>Importing data is a demanding and a one time task, so call us and we will help you do it or do it for you: ++386 70 550 969.</note> | <note tip>Importing data is a demanding and a one time task, so call us and we will help you do it or do it for you: ++386 70 550 969.</note> | ||
| Vrstica 33: | Vrstica 28: | ||
| Files to be imported should be prepared as follows: | Files to be imported should be prepared as follows: | ||
| - | *All records have to contain the obligatory fields, e. g. Contact Person's Surname and the Account's Company Name. If any of this data is unknown to you, enter "?". | + | *All records have to contain the obligatory fields, e. g. Contact's or Lead's "Last Name" and the Account's "Company Name". If any of this data is unknown to you, enter "?????". |
| - | *The first line of your file should contain names of columns so you can easily make a connection between the data in the file and in Produs IT. | + | *The first line of your file should contain column names so you can easily make a connection between the data in the file and PIT. |
| - | *One column in the document should correspond to one field in Produs IT. Which fields to fill depends upon which data you are already managing in which one you need . (The Name and Surname of the Contacts Person should be written down separately. The Address should have Street and House Number in one column, while City and ZIP code should each be in their own separate columns, etc.) Read more about how to arrange data into columns in the [[#priprava podatkov]] chapter. | + | *One column in the document should correspond to one field in Produs IT. Which fields to fill depends upon which data you are already managing and which one you need. (The Name and Last Name of the Contacts or Leads should be entered separately. The Address should have Street and House Number in one column, while City and Postal code should each be in their own separate columns, etc.) Read more about how to arrange data into columns in the [[#priprava podatkov]] chapter. |
| - | <note note>It is not advised to import records that in any of the data contain hyphens or many interspaces.</note> | + | <note important>Do not import records that in any of the data/cells contain hyphens, backslashes, semicolons or inter-spaces and breaks.</note> |
| <note important>You can import up to 499 "lines" in one peace. If there are more data, they need to be divided into more files and repeat the import process. If there are more pages of data in one XLS document, every page needs to be saved in a new document or into one page if it does not exceed 499 "lines"</note> | <note important>You can import up to 499 "lines" in one peace. If there are more data, they need to be divided into more files and repeat the import process. If there are more pages of data in one XLS document, every page needs to be saved in a new document or into one page if it does not exceed 499 "lines"</note> | ||
| - | <note note>We recommend that you see which fields are given in Produs IT while preparing the document in .CSV or .XLS format. You can do that directly in the system or in the user's manual. The fields on the Contacts form can be seen in the [[../../../:c_modules:c_Contacts]] chapter.</note> | + | <note note>We recommend that you see which fields are given in Produs IT while preparing the document in .CSV or .XLS format. You can do that directly in the system or in the user's manual. The fields on the Contact form can be seen in the [[../../../:c_modules:c_Contacts]] chapter.</note> |
| - | ==== Preparing Data == | ||
| - | = | + | ==== Preparing Data === |
| **1. example** | **1. example** | ||
| Vrstica 92: | Vrstica 85: | ||
| *Name the new column with values and delete the former one (the one with formulas). | *Name the new column with values and delete the former one (the one with formulas). | ||
| + | <note note>Since PIT works as a net of records that we can easily click on − from a Contact to an Account, to an Opportunity, ... we want to build such a net. When we are importing Accounts and Contacts, we need to be careful for the Contact to have identical (to the character) "Company" name as the one on Accounts. Otherwise the match won't happen. </note> | ||
| + | |||
| + | <note important>If you wish to import data containing values of pick lists from PIT (ex. Lead Source, Industry, **State**, make sure to enter the exact data in your spreadsheets. If you want a new pick list entry, contact Atol before the import to add the new value to your pick list.</note> | ||
| ===== Exporting existing lists to be imported into Produs IT ===== | ===== Exporting existing lists to be imported into Produs IT ===== | ||
| Vrstica 138: | Vrstica 134: | ||
| *save the new document in CSV or XLS format. | *save the new document in CSV or XLS format. | ||
| - | <note note> Choose punctuation marks that you used as delimiters in your TXT document. A line with semicolons as delimiters would look like this: Tamara;Kazazić;Atol d.o.o.;Malnarjeva 45</note> | + | <note note> Choose punctuation marks that you used as delimiters in your TXT document. A line with semicolons as delimiters would look like this: Tamara;Ćetković;Atol d.o.o.;Leskoškova 9e</note> |
| Vrstica 151: | Vrstica 147: | ||
| **Image: Import − 1st step** | **Image: Import − 1st step** | ||
| - | {{importstep1.png}} | + | {{us:slobase:manual:b_usage:step_1.png?450}} |
| Here you can choose between different data sources, depending on where you wish to import data from if you have not done it already. | Here you can choose between different data sources, depending on where you wish to import data from if you have not done it already. | ||
| - | If the data is already prepared, choose "Prilagojeni" source. | + | If the data is already prepared, choose "Customised" source. |
| Please see [[#Exporting existing lists to be imported into Produs IT]] for more information about preparing files for import. | Please see [[#Exporting existing lists to be imported into Produs IT]] for more information about preparing files for import. | ||
| Vrstica 163: | Vrstica 159: | ||
| **Image: Import − 2nd step** | **Image: Import − 2nd step** | ||
| - | {{importstep2.png?450}} | + | {{us:slobase:manual:b_usage:import_step_2.png?450}} |
| When the appropriate file is ready, you can import it. | When the appropriate file is ready, you can import it. | ||
| Vrstica 175: | Vrstica 171: | ||
| **Image: Import − 3rd step ** | **Image: Import − 3rd step ** | ||
| - | {{importstep3.png?450}} | + | {{us:slobase:manual:b_usage:step4.png?450}} |
| <note important>You can import up to 499 entries by a single operation. If you wish to import more, simply repeat the import procedure while dividing data into more files.</note> | <note important>You can import up to 499 entries by a single operation. If you wish to import more, simply repeat the import procedure while dividing data into more files.</note> | ||
| Vrstica 181: | Vrstica 177: | ||
| <note important>The file you wish to import, has to contain data, which is marked with an asterisk in the form of a singular module. Those are the so-called obligatory fields. If any of the obligatory data (e. g. Surname of the Contact person) is unknown to you, enter "?".</note> | <note important>The file you wish to import, has to contain data, which is marked with an asterisk in the form of a singular module. Those are the so-called obligatory fields. If any of the obligatory data (e. g. Surname of the Contact person) is unknown to you, enter "?".</note> | ||
| - | If you need to repeat imports it is recommended to save this import's model. In this way you will not have to link the fields again. Mark the //Shrani prilagojen uvoz// field and name it. Be careful to use a not yet used name. You can choose prilagojen uvoz at then next, 2nd step.</note> | + | If you need to repeat imports it is recommended to save this import's model. In this way you will not have to link the fields again. Mark the //Save custom import// field and name it. Be careful to use a not yet used name. You can choose personal import at the 2nd step.</note> |
| When all the wanted fields are linked, click //Import// and the data will be transferred into Produs IT. | When all the wanted fields are linked, click //Import// and the data will be transferred into Produs IT. | ||
| When loading completes a new page will open. Here you can check correctness of import (as shown on the image below). | When loading completes a new page will open. Here you can check correctness of import (as shown on the image below). | ||
| - | **Image: Import − 4th step** | + | **Import concluded** |
| - | {{importstep4.png?450}} | + | Just visit the Module you have been importing to and choose the appropriate view to find your new import. |
| - | This is how you can check import, finish it or undo it. | + | <note important>If you are importing Contacts, containing Account details, the import will create Accounts, too</note> |
| - | + | ||
| - | <note important>If you import data on Accounts while importing Contacts, the import will create Accounts too.</note> | + | |
| <note tip>In case you need help or have any questions, please call us on ++386 70 550 969.</note> | <note tip>In case you need help or have any questions, please call us on ++386 70 550 969.</note> | ||
| Vrstica 208: | Vrstica 202: | ||
| If you click //Save//, all data will be transferred into your computer. The exported data will be in .CSV format. | If you click //Save//, all data will be transferred into your computer. The exported data will be in .CSV format. | ||
| + | ~~ODT~~ | ||