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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 |
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| *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. | *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, backslashes or many inter-spaces and breaks.</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> | ||
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| <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 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 ===== | ||
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| *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> |
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| **Image: Import − 1st step** | **Image: Import − 1st step** | ||
| - | {{us:slobase:manual:b_usage:importstep_1.png?450}} | + | {{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. | ||
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| **Image: Import − 2nd step** | **Image: Import − 2nd step** | ||
| - | {{us:slobase:manual:b_usage:importstep_2.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. | ||
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| **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> | ||
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| <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 are importing Contacts, containing Account details, the import will create Accounts, too</note> | ||
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| 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~~ | ||