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how to import csv into customer database

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Guy Berger
on 2/21/14, 11:51 AM 5,718 views

hi, how to import csv into customer database? Thanks

1
Eric
On 2/21/14, 12:17 PM

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

is there a way to do the same with products and product categories?

robert
on 2/21/14, 1:58 PM

Yes more or less the same procedure.

Genitek Engineering, Christian Lambricht
on 2/22/14, 7:27 AM

Yes more or less the same procedure.

Genitek Engineering, Christian Lambricht
on 2/22/14, 7:28 AM
0
robert
On 2/21/14, 1:57 PM

is there a way to do the same with products and product categories?

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Asked: 2/21/14, 11:51 AM
Seen: 5718 times
Last updated: 8/1/17, 3:19 AM