Import

This document details how to import data.

Import

If you are migrating from other systems or have a need to export the data you have collected, here's the place.

  1. Available data types
  2. Import history attempt list
  3. Control buttons

You can import & export the following types of data:

Data typeImportExport
BrandsNoYes
ChannelsNoYes
CompaniesYesYes
CustomersYesYes
Sales pipelinesYesYes
PermissionsNoYes
Product & serviceYesNo
TasksYesYes
TicketsYesYes
Team membersNoYes

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.

1. Companies template

Field nameField typeDescription
primaryNamestringPrimary name of the company
sizenumberCompany size
doNotDisturbbooleanDo not disturb
planstringPlan
industrystringIndustry
primaryEmailstringPrimary email
primaryPhonestringPrimary phone number
businessTypestringOne of "Competitor", "Customer", "Investor", "Partner", "Press", "Prospect", "Reseller", "Other" or an empty value
descriptionstringDescription
customersPrimaryNamesstringNames separated by comma. These names must match the name of customers that are already registered in erxes

2. Customers template

Field nameField typeDescription
firstNamestringFirst name
lastNamestringLast name
primaryEmailstringPrimary email
primaryPhonestringPrimary phone number
positionstringPosition
departmentstringDepartment
leadStatusstringOne of "new", "attemptedToContact", "inProgress", "badTiming", "unqualified" or an empty value
hasAuthoritybooleanHas authority
descriptionstringDescription
doNotDisturbbooleanDo not disturb
ownerEmailstringEmail address of the owner
tagstringTag name that has already been registered in erxes
companiesPrimaryNamesstringNames separated by comma. These names must match the name of companies that are already registered in erxes

3. Product & service template

Field nameField typeDescription
namestringName
typestringOne of "product" or "service"
categoryCodestringCategory code
descriptionstringDescription
skustringStock keeping unit
codestringCode
unitPricenumberUnit 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.

4. Deal/Task/Ticket template

Field nameField typeDescription
ordernumberOrder in the stage
namestringName
closeDatedateClose date
isCompletebooleanCompleteness
descriptionstringDescription
companiesPrimaryNamesstringNames separated by comma. These names must match the name of companies that are already registered in erxes
customersPrimaryNamesstringNames separated by comma. These names must match the name of customers that are already registered in erxes
boardNamestringThe exact name of board it belongs
pipelineNamestringThe exact name of pipeline it belongs
stageNamestringThe exact name of stage it belongs

Import histories detail

  1. Import history's progress par by percentage
  2. Error messages

Importing in the background

  1. You can see the importing process percentage while browsing other modules. This is a background process.
Last updated on by Buyantogtokh