Import
This document details how to import data.
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ImportIf you are migrating from other systems or have a need to export the data you have collected, here's the place.
- Available data types
- Import history attempt list
- Control buttons
You can import & export the following types of data:
Data type | Import | Export |
---|---|---|
Brands | No | Yes |
Channels | No | Yes |
Companies | Yes | Yes |
Customers | Yes | Yes |
Sales pipelines | Yes | Yes |
Permissions | No | Yes |
Product & service | Yes | No |
Tasks | Yes | Yes |
Tickets | Yes | Yes |
Team members | No | Yes |
All data types that can be imported have spreadsheet template files available for download. You must download & fill the template accordingly before importing.
When filling templates, consider the following:
- You must not change the column names of the template
- You must fill in proper values. For example, when a field requires number, you must fill numbers
- When fields require the name(s) of things that should be previously saved (customersPrimaryNames, companiesPrimaryNames, boardName, pipelineName, stageName etc, you must fill in the exact names of things)
- When fields require predefined values, you must fill one of the valid values given in the tables below.
The following tables describe all available fields to be imported.
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1. Companies templateField name | Field type | Description |
---|---|---|
primaryName | string | Primary name of the company |
size | number | Company size |
doNotDisturb | boolean | Do not disturb |
plan | string | Plan |
industry | string | Industry |
primaryEmail | string | Primary email |
primaryPhone | string | Primary phone number |
businessType | string | One of "Competitor", "Customer", "Investor", "Partner", "Press", "Prospect", "Reseller", "Other" or an empty value |
description | string | Description |
customersPrimaryNames | string | Names separated by comma. These names must match the name of customers that are already registered in erxes |
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2. Customers templateField name | Field type | Description |
---|---|---|
firstName | string | First name |
lastName | string | Last name |
primaryEmail | string | Primary email |
primaryPhone | string | Primary phone number |
position | string | Position |
department | string | Department |
leadStatus | string | One of "new", "attemptedToContact", "inProgress", "badTiming", "unqualified" or an empty value |
hasAuthority | boolean | Has authority |
description | string | Description |
doNotDisturb | boolean | Do not disturb |
ownerEmail | string | Email address of the owner |
tag | string | Tag name that has already been registered in erxes |
companiesPrimaryNames | string | Names separated by comma. These names must match the name of companies that are already registered in erxes |
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3. Product & service templateField name | Field type | Description |
---|---|---|
name | string | Name |
type | string | One of "product" or "service" |
categoryCode | string | Category code |
description | string | Description |
sku | string | Stock keeping unit |
code | string | Code |
unitPrice | number | Unit price |
Customers, companies, product & services have custom field attributes which can be set from "Settings -> Properties".
If you want these custom attributes to be imported, then you must include the name of the attribute as a column in the template. For example, if you needed to import a custom property named "DealCount", then you add "DealCount" to the customer template. This name has to be exactly the same & case-sensitive.
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4. Deal/Task/Ticket templateField name | Field type | Description |
---|---|---|
order | number | Order in the stage |
name | string | Name |
closeDate | date | Close date |
isComplete | boolean | Completeness |
description | string | Description |
companiesPrimaryNames | string | Names separated by comma. These names must match the name of companies that are already registered in erxes |
customersPrimaryNames | string | Names separated by comma. These names must match the name of customers that are already registered in erxes |
boardName | string | The exact name of board it belongs |
pipelineName | string | The exact name of pipeline it belongs |
stageName | string | The exact name of stage it belongs |
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Import histories detail- Import history's progress par by percentage
- Error messages
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Importing in the background- You can see the importing process percentage while browsing other modules. This is a background process.