{"id":20469,"date":"2019-11-12T09:24:37","date_gmt":"2019-11-12T08:24:37","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=20469"},"modified":"2025-11-18T09:40:44","modified_gmt":"2025-11-18T08:40:44","slug":"la-ce-sa-fiu-atent-inainte-de-import","status":"publish","type":"post","link":"https:\/\/www.minicrm.ro\/help\/la-ce-sa-fiu-atent-inainte-de-import\/","title":{"rendered":"La ce s\u0103 fiu atent \u00eenainte de import?"},"content":{"rendered":"<p style=\"text-align: justify;\">\u00cen ceea ce prive\u0219te importul \u00een MiniCRM exist\u0103 4 tipuri de sec\u021biuni: <em><strong>sec\u021biunea oportunit\u0103\u021bii<\/strong><\/em> (sau a evenimentului, proiectului, comenzii, facturii, etc. &#8211; denumit astfel \u00een func\u021bie de produsul \u00een care este creat), <em><strong>sec\u021biunea companiei<\/strong><\/em>, <em><strong>sec\u021biunea contactului<\/strong> <\/em>\u0219i <strong><em>sec\u021biunea adresei<\/em><\/strong>.<\/p>\n<p style=\"text-align: justify;\">Astfel, \u00een fiecare din acestea se vor insera date specifice acelei sec\u021biuni.<\/p>\n<h4 style=\"text-align: justify;\">\u00cenainte de face efectiv importul \u00ee\u021bi recomand s\u0103 fii atent la urm\u0103toarele aspecte:<\/h4>\n<ul style=\"text-align: justify;\">\n<li>Asigur\u0103-te c\u0103 respec\u021bi regula <strong>un r\u00e2nd \u00een fi\u0219ierul de import<\/strong> = <strong>un card creat\/actualizat \u00een sistem<\/strong>.<\/li>\n<li>Pentru un import de actualizare asigur\u0103-te c\u0103 ai p\u0103strat coloana <strong>Id\u00a0<\/strong>(prima coloan\u0103 din fi\u0219ierul de export (mai multe detalii <a href=\"..\/import-de-date-din-excel\">aici<\/a>).<\/li>\n<li>Dac\u0103 dore\u0219ti s\u0103 impor\u021bi\u00a0<em>numele companiei<\/em> printre alte informa\u021bii, asigur\u0103-te c\u0103 ai inclus o cloan\u0103 pentru acest scop. O po\u021bi redenumi <strong><em>Companie: Nume<\/em><\/strong><em>.<\/em><\/li>\n<li>Dac\u0103 dore\u0219ti s\u0103 impor\u021bi adrese fizice, asigur\u0103-te c\u0103 incluzi coloane pentru ceea ce ai nevoie (Adresa1: Adresa, Adresa1: Ora\u0219ul, Adresa1: Jude\u021bul, Adresa1: \u021aara, etc.).<\/li>\n<li>Pentru importul jude\u021bului (dac\u0103 ai completat aceast\u0103 informa\u021bie) asigur\u0103-te c\u0103 fi\u0219ierul t\u0103u con\u021bine \u0219i o coloan\u0103 Adresa1: \u021aara \u00een care s\u0103 completezi numele \u021b\u0103rii\u00a0<em><strong>cu diacritice<\/strong><\/em>\u00a0(de exemplu, Rom\u00e2nia). \u00cen caz contrar jude\u021bul nu va fi importat.<\/li>\n<li>Pentru a importa informa\u021bii referitoare la jude\u021be, te rog s\u0103 te asiguri c\u0103 ai completat numele acestora \u00een fi\u0219ierul t\u0103u\u00a0<em><strong>cu diacritice<\/strong><\/em> \u0219i\u00a0<em><strong>f\u0103r\u0103 cratime<\/strong><\/em> (de exemplu, jude\u021bul Bistri\u021ba-N\u0103s\u0103ud va fi completat sub forma Bistri\u021ba N\u0103s\u0103ud).<\/li>\n<li>Dac\u0103 inserezi adrese de email asigur\u0103-te c\u0103 sunt \u00eentr-un <em><strong>format corect<\/strong><\/em> (de exemplu, ion.popescu@gmail.com). Se pot importa mai multe adrese de email pentru aceea\u0219i persoan\u0103 dac\u0103 le inserezi \u00een fi\u0219ier separate de virgul\u0103.<\/li>\n<\/ul>\n<p style=\"text-align: justify;\">\n","protected":false},"excerpt":{"rendered":"<p>\u00cen ceea ce prive\u0219te importul \u00een MiniCRM exist\u0103 4 tipuri de sec\u021biuni: sec\u021biunea oportunit\u0103\u021bii (sau a evenimentului, proiectului, comenzii, facturii, etc. &#8211; denumit astfel \u00een func\u021bie de produsul \u00een care este creat), sec\u021biunea companiei, sec\u021biunea contactului \u0219i sec\u021biunea adresei. Astfel, \u00een fiecare din acestea se vor insera date specifice acelei sec\u021biuni. \u00cenainte de face efectiv [&hellip;]<\/p>\n","protected":false},"author":54,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2525,2521],"tags":[1257],"class_list":["post-20469","post","type-post","status-publish","format-standard","hentry","category-importul-de-date","category-introducere-si-descarcare-de-date","tag-field-ro"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>La ce s\u0103 fiu atent \u00eenainte de import? - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"\u00cen ceea ce prive\u0219te importul \u00een MiniCRM exist\u0103 4 tipuri de sec\u021biuni: sec\u021biunea oportunit\u0103\u021bii (sau a evenimentului, proiectului, comenzii, facturii, etc. -\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.minicrm.ro\/help\/la-ce-sa-fiu-atent-inainte-de-import\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"La ce s\u0103 fiu atent \u00eenainte de import? 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