Import retrieves contacts from existing records. Start with Excel template and check information before upload. For export, the period uses last activity in the selected source application; All time removes the date restriction.
Supporting documents
- The Excel file completed from the template and verified details of contacts to import.
Prepare the file and check imported details
- In Customers, choose Import and download Excel template. Keep its structure and complete contact types and details.
- Check tax identifiers, names and addresses. Choose the file through Upload completed Excel and apply import after review.
- Read the result and check created or updated records. If rejected, correct flagged information before retrying.
- For export, choose source application and interval or All time, then Download Excel. Check contact types and origins in the file.
- Pe telefon, deschide Aplicații → Clienți și folosește Exportă contacte. Alege Aplicație sursă și perioada, apoi Descarcă Excel. Fișierul poate include clienți, furnizori și persoane fizice din selecția aleasă. Pentru pregătirea unui import pe computer, poți descărca Model import Excel din aceeași fereastră.
Contacts are imported according to the template and export contains the list defined by your selection.
Related resources
Practical example
Enter 12 suppliers in Excel template, check CUIs and upload. To send the accountant contacts used in Billing, choose that source and required period, then check the export.
Frequently asked questions and solutions
The import file is rejected.
Compare the file with Excel template and correct indicated fields or rows. Keep tax identifiers as text if spreadsheet software changes their format. Upload only the checked version again.
A contact in Customers is missing from export.
Check source application and contact's last activity there. Try All time to remove the date limit and check the record's origin.