Is there a possibility to import data into BPMonline CRM?
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Yes, there is. In BPMonline CRM 7.0 and newest versions you can import data into most of the system objects, such as Sections and Lookups. Select the [Import Data] command in the Settings button menu. In the opened window, specify the object whose template must be downloaded. As a next step you will need to download the import template, fill it out and import the modified file into the system. Please make sure you don’t change the amount or order of the Template columns.
In BPMonline 5.4 version you can import Accounts, Contacts and Products by default.
Dear mate,
I'd like to import my client's orders history using CSV files.
I already import products, clients, contacts, address... but i dont' find the way to import the clients' orders history.
Regards
LÉZORAY Nicolas,
You can do it by importing data into Order Section:
Best regards,
Angela