3.5.2 How to format the CSV file

Data must be in ASCII format with values separated by commas or semi-colons. The csv format is frequently used to exchange data between the various applications.

If you wish to import data, they must be formatted in accordance with the following rules:

Name Surname Account Name
Lynda Carter Accounts::::Wonder LTD

Below we will list all the names to correctly set the related fields on the CSV file:

Modulo Name Prefix Name Modulo Name Prefix Name
Accounts Accounts:::: Assets Assets::::
Calendar Calendar:::: Campaigns Campaigns::::
Contacts Contacts:::: DDT Ddt::::
Documents Documents:::: Employees Employees::::
FAQ Faq:::: Trouble tickets HelpDesk::::
Invoice Invoice:::: Job Orders JobOrder::::
Leads Leads:::: Potentials Potentials::::
Product lines ProductLines:::: Products Products::::
Project Milestones ProjectMilestone:::: Projects ProjectPlan::::
Project Tasks ProjectTask:::: Quotes Quotes::::
Purchase Order PurchaseOrder::::    
Sales Order SalesOrder:::: Service Contracts ServiceContracts::::
Services Services:::: Timecards Timecards::::
Vendors Vendors:::: Visit Report Visitreport::::

The figure shows an example of a file for importing a lead. Each line represents a data set.

If you want to import contact data from your office application, ensure they are correctly formatted. Whenever you use MS Outlook proceed as explained below:

1. Check data format

In most cases the data must be checked and manually edited before importation. This is an important operation to ensure all the information is correctly formatted.

Now proceed as follows:

2. Save the file in CSV format (DELIMITED BY THE LIST SEPARATOR)
From your Excel program (or similar), is possible to export (File + Save with name) in CSV format (comma separeted values) and save with this configuration. The file will be ready to be imported in the crm.


Revision #1
Created 2 September 2024 07:58:57 by Admin
Updated 2 September 2024 07:58:57 by Admin