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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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| 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~~ | ||