This feature was designed for editing the existing entities (elements) of the CRM block: Company, Location, Property or Contact. You can activate/deactivate the Company, Location, and you can add/change the responsible employees.
2.2 from the entity export file. Go to the respective section of the selected entity. Click the Export button; as a result, you will receive an Excel file with a list of entities, their IDs and names. See the figure below.
Importing a Prepared File
1. Go to the element that you want to edit. Click the Import button.
2. In the Import screen, click Load Edit File, select the pre-created edit file and click the Import button. The data will be imported into your account, and the information in the CRM block will be updated.
Exporting CRM Data.
What is this feature needed for?
How does this feature work?
Preparation of an import file
2. Fill in the fields with the required data. Mandatory fields are: Employee (task executor), Company (Client's legal entity name), Location Address (for example, office address, outlet address), Start Date, Start Time, End Date, End Time. Important! The date and time must be filled in only in the format specified in the template. To obtain the list of companies, locations, contacts and properties, you can use the Export Data to File function.
3. Once the file is uploaded, select the task template form that needs to be completed and click the Import button. A message will be displayed in a pop-up window once the tasks are successfully loaded.