The header of the file to be imported should include the MiniCRM fields that will be filled out with data.<\/div>\nThe rule is simple:<\/h3>\n
The rule is simple:<\/h3>\n\n- One row is one customer<\/li>\n
- One column is one data of the customer<\/li>\n<\/ul>\nUse the following sample to prepare the file: Import sample<\/a><\/div>\nIf you are importing company<\/a>\u00a0data, you have to enter the company\u2019s name. If you are importing a person\u2019s<\/a>\u00a0data, you have to enter the person\u2019s name.<\/div>\n
Import steps<\/h2>\n\n- Click on Sales on the blue navigation bar.<\/li>\n
- Click on the downwards pointing arrow\u00a0
![\"betoltes-gomb\"](\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/betoltesgomb.png\")
next to the New opportunity button and select the Import option.<\/li>\n - Click on the\u00a0
![\"upload\"](\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/04\/upload-e1492692761972.png\")
\u00a0button and select the file.\n\n- If there is no data in your system yet,\u00a0you don’t have to change the default setting of the Identified action field<\/a>.<\/li>\n
- If there is data in your system, it is recommended to select the Update available Opportunity<\/a>\u00a0option to avoid duplications.<\/li>\n<\/ul>\n<\/li>\n
- If you have a built, active database, you can leave the Activate email addresses<\/a>\u00a0field checked, otherwise, you have to uncheck it.<\/li>\n
- Read and accept our Spam policy<\/a>.<\/li>\n
- After clicking on Next, you can check the fields that were identified by MiniCRM based on the header of the file.<\/li>\n
- If every row has a white background, every column has been identified. Compare the field<\/a>\u00a0names in the middle column with the header name in the left column and check whether the pairings are correct or not.<\/li>\n
- If they are correct, click Next and the system runs a test to check which data can be imported. The results are displayed on the next page<\/a>.<\/li>\n
- If everything is all right, click on Next and the data will be imported to the system. By clicking on the imported customers, you can check\u00a0it.<\/li>\n<\/ol>\n
Congratulations to the import. \ud83d\ude42<\/p>\n","protected":false},"excerpt":{"rendered":"
You can import your own xlsx\/CSV database into MiniCRM. Only admins\u00a0can import data into MiniCRM. The header of the file to be imported should include the MiniCRM fields that will be filled out with data. The rule is simple: One row is one customer One column is one data of the customer Use the following […]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[381],"tags":[442,450,452],"class_list":["post-5835","post","type-post","status-publish","format-standard","hentry","category-import-export-form","tag-firststeps-en","tag-import-en","tag-intro-en"],"yoast_head":"\n
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Use the following sample to prepare the file: Import sample<\/a><\/div>\n
If you are importing company<\/a>\u00a0data, you have to enter the company\u2019s name. If you are importing a person\u2019s<\/a>\u00a0data, you have to enter the person\u2019s name.<\/div>\nImport steps<\/h2>\n
Import steps<\/h2>\n\n- Click on Sales on the blue navigation bar.<\/li>\n
- Click on the downwards pointing arrow\u00a0 next to the New opportunity button and select the Import option.<\/li>\n
- Click on the\u00a0\u00a0button and select the file.\n
\n- If there is no data in your system yet,\u00a0you don’t have to change the default setting of the Identified action field<\/a>.<\/li>\n
- If there is data in your system, it is recommended to select the Update available Opportunity<\/a>\u00a0option to avoid duplications.<\/li>\n<\/ul>\n<\/li>\n
- If you have a built, active database, you can leave the Activate email addresses<\/a>\u00a0field checked, otherwise, you have to uncheck it.<\/li>\n
- Read and accept our Spam policy<\/a>.<\/li>\n
- After clicking on Next, you can check the fields that were identified by MiniCRM based on the header of the file.<\/li>\n
- If every row has a white background, every column has been identified. Compare the field<\/a>\u00a0names in the middle column with the header name in the left column and check whether the pairings are correct or not.<\/li>\n
- If they are correct, click Next and the system runs a test to check which data can be imported. The results are displayed on the next page<\/a>.<\/li>\n
- If everything is all right, click on Next and the data will be imported to the system. By clicking on the imported customers, you can check\u00a0it.<\/li>\n<\/ol>\n
Congratulations to the import. \ud83d\ude42<\/p>\n","protected":false},"excerpt":{"rendered":"
You can import your own xlsx\/CSV database into MiniCRM. Only admins\u00a0can import data into MiniCRM. The header of the file to be imported should include the MiniCRM fields that will be filled out with data. The rule is simple: One row is one customer One column is one data of the customer Use the following […]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[381],"tags":[442,450,452],"class_list":["post-5835","post","type-post","status-publish","format-standard","hentry","category-import-export-form","tag-firststeps-en","tag-import-en","tag-intro-en"],"yoast_head":"\n
How can I import to the system? - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"You can import your own xlsx\/CSV database into MiniCRM. Only admins\u00a0can import data into MiniCRM. The header of the file to be imported should include the\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/helpdev.minicrm.io\/help\/how-can-i-import-to-the-system\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How can I import to the system? - Documenta\u021bie MiniCRM\" \/>\n<meta property=\"og:description\" content=\"You can import your own xlsx\/CSV database into MiniCRM. Only admins\u00a0can import data into MiniCRM. 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next to the New opportunity button and select the Import option.<\/li>\n\u00a0button and select the file.\n- \n
- If there is no data in your system yet,\u00a0you don’t have to change the default setting of the Identified action field<\/a>.<\/li>\n
- If there is data in your system, it is recommended to select the Update available Opportunity<\/a>\u00a0option to avoid duplications.<\/li>\n<\/ul>\n<\/li>\n
- If you have a built, active database, you can leave the Activate email addresses<\/a>\u00a0field checked, otherwise, you have to uncheck it.<\/li>\n
- Read and accept our Spam policy<\/a>.<\/li>\n
- After clicking on Next, you can check the fields that were identified by MiniCRM based on the header of the file.<\/li>\n
- If every row has a white background, every column has been identified. Compare the field<\/a>\u00a0names in the middle column with the header name in the left column and check whether the pairings are correct or not.<\/li>\n
- If they are correct, click Next and the system runs a test to check which data can be imported. The results are displayed on the next page<\/a>.<\/li>\n
- If everything is all right, click on Next and the data will be imported to the system. By clicking on the imported customers, you can check\u00a0it.<\/li>\n<\/ol>\n
Congratulations to the import. \ud83d\ude42<\/p>\n","protected":false},"excerpt":{"rendered":"
You can import your own xlsx\/CSV database into MiniCRM. Only admins\u00a0can import data into MiniCRM. The header of the file to be imported should include the MiniCRM fields that will be filled out with data. The rule is simple: One row is one customer One column is one data of the customer Use the following […]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[381],"tags":[442,450,452],"class_list":["post-5835","post","type-post","status-publish","format-standard","hentry","category-import-export-form","tag-firststeps-en","tag-import-en","tag-intro-en"],"yoast_head":"\n
How can I import to the system? - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"You can import your own xlsx\/CSV database into MiniCRM. Only admins\u00a0can import data into MiniCRM. The header of the file to be imported should include the\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/helpdev.minicrm.io\/help\/how-can-i-import-to-the-system\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How can I import to the system? - Documenta\u021bie MiniCRM\" \/>\n<meta property=\"og:description\" content=\"You can import your own xlsx\/CSV database into MiniCRM. Only admins\u00a0can import data into MiniCRM. 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