Create data import wizard
Reported by Mike Dvorkin | June 27th, 2009 @ 02:51 PM | in 0.9.10 "Alekhine"
For the sake of data portability, it would be extremely valuable
to
have CSV/XML importing and updating capability + CSV/XML
exporting.
Salesforce has a tool called the Data Loader which does exactly
this.
It is a wizard like tool that reads your CSV, maps its columns to
the
CRM fields and then updates, inserts, or upserts. It can also
export
records in those formats.
Comments and changes to this ticket
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Rich November 2nd, 2009 @ 07:41 AM
This would be great. The minimum would be a simple CSV upload facility.
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Mike Dvorkin January 12th, 2010 @ 08:45 PM
- Milestone changed from “0.9.8 "Lasker"” to “0.9.10 "Alekhine"”
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dissmer April 22nd, 2010 @ 08:35 AM
I would really love to see import... As some of our staff is working on excel basis it makes working slow and unproductive. Thanks for taking care of.
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Manuel May 25th, 2010 @ 10:01 AM
just build a basic importer for cvs like tabular data, which supports associations and pre-processing of data
it works well, is very flexible and tested
http://github.com/manucv/Table-Importer
an awesome user interface would be nice ;-) -
RubenK April 7th, 2013 @ 09:45 AM
Ive attached a possible mockup, very rough.
Give ability so save the import template,since you may get imported from different layout and each import maybe different.
During the import have the ability to assign those leads to a specific user, (e.g. leads 1-400 to user A and leads 400-700 to user B)Also be able to create a task after the import, (i.e. create a followup phone for leads that are imported)
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Rearts zbaerves January 30th, 2022 @ 05:49 AM
Make data in Excel, Access or CSV files available to your users in an intuitive way. To do this you'll need to create a new report and then add a wizard and a few controls to it. The wizard is only useful if the data you are importing from your do my essay source is formatted in a certain way. There are several wizards that can be used for importing data including:
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