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Import / Export of CRM Data

You can import/export CRM data in Excel.

Import is only available to the users allowed to add/edit CRM data (depending on their access permissions). The user adding an object is automatically assigned to supervise it. Selecting the users to add/edit CRM data is the prerogative of CRM managers.

Import/export of contacts is performed from the contacts page (sidebar on the right):

Importing contacts

You can import an Excel file of any columns complexity and customize the correspondence of its columns to the fields in contact profile.

Click "Import" to open the import parameters:

— select the file you wish to import;

— select contact class: private individual / legal entity;

3 — select contact type;

4 — associate the contacts you are importing with a certain user/group;

5 — define the rule to settle the cases of the imported and the existing fields overlap;

6 — in case of fields overlap, contacts missing obligatory fields content will not be imported from the Excel file.

Go to the next page to customize the correspondence of the columns in the Excel file to the fields in contact profile:

Administrators can also refresh the existing CRM data. Go to "Update the existing" in the import settings, download the sample file (1), edit it, save it and import it back to the CRM (2). You can also tick "Consider obligatory fields" (3), in case you don't want to import contacts missing obligatory fields content from the Excel file:

Exporting contacts

Select the fields you want to export from contact profile to Excel and click "Export". This will send all the contacts from the current page to the Excel file, minding the fields selected.

Objects export
has the same interface.

You can also export deals and activities by their types. Make sure you select one activity/deal type on the activity/deal page sidebar by removing all the unnecessary types — and the button "Export" will appear in the lower right corner of the page:

Access to export

By default, exporting the data from the CRM is only permitted to administrators. To grant other users the access to export, go to Main menu — Settings — CRM — Objects / Contacts / Activities / Deals — Access settings (upper tab):

Attention! Users with export access permissions can only operate the data they have viewing access to (see Access permissions for groups). 

Downloading object photos

To import objects photos from an Excel file to the CRM, create the relevant column in the Excel file and fill out its cells with the URLs of the photos. You can store the photos on your website, so that they would be available for downloading without authorization. When importing the Excel file, APRO CRM will download the photos from these URLs.

You may also be interested in: Incoming Call Interface

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APRO CRM is a SaaS cloud solution and is hosted by our servers. The CRM is flexible and can adjust to your business needs. You will be getting all the necessary assistance from your personal adviser while using the system.