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Import

Vistos CRM 3.0 allows you to import items quickly and easily. This is ideal if you need to import a lot of data so that you do not have to add data record by record. All fields of the entity can be imported by a single workbook (Excel). There is an import button on each entity – see figure.

Click the button and the “Import Data” window appears.

Download the import template and open it (for example, in Excel), and fill in your data. After filling in, save the file, we will upload it back to the system and select the import method. Finally, click the Import Data button. Rules will also be imported with the data.

Note

Custom (user-created, non-standard) entities may be missing the import template. If a template is needed, you may create it from another template – please request support for help. You do not need to rename the template, but leave it with the exact name (identical to the entity), including the xlsx extension.

Methods

  • Import everything – no duplication is checked with this method, everything is being imported and a new record is always created.
  • Replace existing records – if the system finds a match according to the key / keys, the record will be overwritten and other records will be created.
  • Combine with rule – if the system finds matches by key / keys, these will merge and other records are newly created. The merger is carried out according to the following table:
Fields in Import Fields at the finish Action
Empty Filled The original data is left in the field
Filled Empty It is inserted in the imported data field
Filled Filled It is inserted in the imported data field

 

  • Combine without rule – if the system finds matches by key / keys, these will merge and other records are newly created. The merger is carried out according to the following table:
Fields in Import Fields at the finish Action
Empty Filled The original data is left in the field
Filled Empty It is inserted in the imported data field
Filled Filled The original data is left in the field

 

  • Skipping – if a match is found according to the key / keys, this entry is not imported, the other records are newly created.

Note

The key is symbolized by a “K” in the template, and it is a key column that determines whether the object is already in the database. Information about which column the system considers to be the key is contained in each template.

Note

In addition to the key, there is also information in the template (+ or A) whether the column (+, or A) is to be created for columns (entities, enumerations) in the absence of a database entry or whether the system has an imported row only to report an error.
Category: GeneralBy eswadminNovember 12, 2018

Author: eswadmin

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    • We have chosen Vistos CRM from Euro Softworks s.r.o.  as a comprehensive CRM solution that enables us to manage customer information from partners in our service concept, including the ability to create subdivisions. We mainly appreciate the built-in features for data cleaning and validation, automatic addition of information from the business register and reporting tools. Vistos CRM is a good tool for managing business not only with focus on customers.

      Lukáš Štelcl
      Manager of service concept ACC – Stahlgruber
    • Euro Softworks helped us at the beginning with the establishment of Salesforce licenses for nonprofit organizations. We appreciate responsive approach while setting up our customizations and we would like to express that we are satisfied with the selection of our Salesforce partner. We are happy to further recommend this company.

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      Roman Novotný
      Member of supervisory board, Bátor Tábor
    • We were facing problems with ineffective setup automation in Salesforce for a long time. Thanks to the Euro Softworks audit, we got an overview of the stage of all automation in Salesforce instance. We also highly appreciate the proactive approach in consultations.

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      Jan Škapa
      IT Director, Students For Liberty
    • For our entire company, I can say that Vistos CRM from Euro Softworks s.r.o. became for us an essential and important part of our business. It greatly facilitates our work, saves time and allows us to monitor, how we are doing in terms of sales. It also helps us with planning work and its distribution among employees. We appreciate the clarity of the system, the ability to filter by order parameters and we also appreciate quick search. We can just recommend Vistos CRM.

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      Petr Coch
      Executive director, AVANTICA
    • Vistos CRM from Euro Softworks s.r.o. helps us to deal with our customers, we actively use it to create and plan marketing activities, track the development of individual stores and much more. Since it’s implementation and for the time of using the system, we are very satisfied with it. A great advantage for us is the possibility to customize Vistos CRM at any time according to our needs. We also appreciate the proactive approach of Vistos CRM support.

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      Denisa Vacíková
      Consultant, trainer and project coordinator in MgC Consulting
    • We have been using CarRental system from Euro Softworks s.r.o.  since 2014 and we are happy with it. CarRental significantly helps us with the car rental operation, it facilitates work with clients and the administration of the whole car rental business. Programmers from Euro Softworks s.r.o. tailored an application for us, where we can easily and quickly record short and long rentals of our vehicles for corporate clients. The system has brought our car rental companies into a better overview and increased the efficiency of our employees’ performance, who are spared the lengthy filling of paper or excel forms and spreadsheets.

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      PLPM a.s.
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