Import company contacts
Необходимо настроить импорт контактов в систему ?
Есть необходимость настройки импорта компаний в систему ?
Наши партнеры-интеграторы с радостью помогут в решении вашей задачи! Посмотреть список
Есть необходимость настройки импорта компаний в систему ?
Наши партнеры-интеграторы с радостью помогут в решении вашей задачи! Посмотреть список
Good afternoon!
I tried to master the import of contacts from a file, but everything is "sharpened" for importing contacts of individuals. And I need to tighten the company. Am I doing something wrong or is there really no such functionality?
Original question is available on version: ru
I tried to master the import of contacts from a file, but everything is "sharpened" for importing contacts of individuals. And I need to tighten the company. Am I doing something wrong or is there really no such functionality?
Answers:
Do everything as usual just use 2 additional settings
1. Create a "gender" field in the xls file and write "company" there
2. When importing a company name, the name itself must be loaded in the "Company name" field.
If you do not do these 2 points, then you will create 2 contacts each
1 - as physical. person with company
2 - The company itself but with empty values
1. Create a "gender" field in the xls file and write "company" there
2. When importing a company name, the name itself must be loaded in the "Company name" field.
If you do not do these 2 points, then you will create 2 contacts each
1 - as physical. person with company
2 - The company itself but with empty values
14.09.2020, 08:46
Original comment available on version: ru
Why not make it more obvious in the program?
At a minimum, briefly write about it in the program itself.
At a minimum, briefly write about it in the program itself.
14.09.2020, 11:08
Original comment available on version: ru
Please join the conversation. If you have something to say - please write a comment. You will need a mobile phone and an SMS code for identification to enter.
Log in and comment
Copyright © OneBox 2024
