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Category: Data import
Samples for using the CRM interfaces
As described and explained in the article CRM Interfaces in this Journal you may connect the CRM with other applications like Websites, Accounting Systems or other. Here are some PHP coding examples which show how this works: CURL Class Example Example for getting Lead Details Example for uploading a Document If you need support for […]
Remove duplicates before data import
Before any import of inventory data is considered, it is recommended to review the data. According to experiences data tend to become inaccurate over time. It is much more effective to correct data errors before import than later in the CRM. Excel has been proven to be a good tool for such a checkup. Most […]
How to display exported CSV data in Excel
The CRM System is using a special character set called UTF-8 internally (see Wiki). This is done to be compatible to all languages in the world. Your Excel however expects your default character set if you open the CSV file. Therefore, you need to tell Excel that your file is using UTF-8 coding. You can […]
creating E-Mail templates
At the CRM you may upload HTML templates for your standard emails at Settings -> EMail Templates. For creating of such templates you may use any HTML editor. However, make sure that you use only HTML formatting tags which are also supported by the CRM’s HTML editor. Otherwise you may experience formatting problems as frequently […]
was man beim Datenimport beachten sollte
Eine Übernahme von Bestandsdaten sollte gut vorbereitet werden, da die Qualität der Daten entscheidend für die Nutzbarkeit im CRM ist. Dazu gehört in der Regel auch eine manuelle Durchsicht um offensichtliche Fehler (wie z.B. Tippfehler) zu beseitigen, aber vor allem um sich darüber im klaren zu werden, welche Felder im CRM benötigt werden. In Bezug […]