Step 1: First make sure the CRM module is installed. If it isnt then you can click on the CRM module in the applications view.
Step 2: Go to Settings -> Configuration -> General Settings and check the "Allow users to import data from CSV files" checkbox
Step 3: Go to Sales -> Customers then switch to the List view by clicking the List view button in the upper right corner
Step 4: Click on the "Import" link next to the red Create button
Step 5: Click the "Choose File" button and find your csv file to import
Step 6: Match the fields from the csv file to the fields in the drop down menus.
Step 7: Click the "Validate" button to see if any errors occurred. Correct any errors on the csv file, save it, then refresh the file by clicking the refresh button next to the "Choose File" button
Step 8: Click "Validate" again. If there are still errors, then repeat step 7, otherwise click the "Import" button. Then youre done
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|Asked: 2/21/14, 11:51 AM|
|Seen: 3936 times|
|Last updated: 3/16/15, 8:10 AM|