"use strict";(self.webpackChunknewoaks_help=self.webpackChunknewoaks_help||[]).push([[6286],{408:(e,t,i)=>{i.d(t,{A:()=>n});const n=i.p+"assets/images/crmimport2-06d89b585f1455a94da69a934854d562.png"},1399:(e,t,i)=>{i.r(t),i.d(t,{assets:()=>s,contentTitle:()=>l,default:()=>m,frontMatter:()=>o,metadata:()=>n,toc:()=>c});const n=JSON.parse('{"id":"getting-started/crm-import-data","title":"CRM import data","description":"CRM import data","source":"@site/userGuide/getting-started/008.crm-import-data.md","sourceDirName":"getting-started","slug":"/getting-started/crm-import-data","permalink":"/guides/user/getting-started/crm-import-data","draft":false,"unlisted":false,"tags":[],"version":"current","sidebarPosition":8,"frontMatter":{"sidebar_position":8},"sidebar":"sidebar","previous":{"title":"Built-in Mini CRM","permalink":"/guides/user/getting-started/buildin-min-crm"},"next":{"title":"Set Up Custom Database","permalink":"/guides/user/getting-started/set-up-custom-db"}}');var a=i(4848),r=i(8453),d=(i(4405),i(5600),i(8175));const o={sidebar_position:8},l="CRM import data",s={},c=[{value:"CRM import data",id:"crm-import-data-1",level:2},{value:"1. Generate template file and download.",id:"1-generate-template-file-and-download",level:3},{value:"2. Fill in template data, upload and import into CRM.",id:"2-fill-in-template-data-upload-and-import-into-crm",level:3},{value:"3. Batch upload images/files.",id:"3-batch-upload-imagesfiles",level:3}];function h(e){const t={h1:"h1",h2:"h2",h3:"h3",header:"header",img:"img",li:"li",ol:"ol",p:"p",...(0,r.R)(),...e.components};return(0,a.jsxs)(a.Fragment,{children:[(0,a.jsx)(t.header,{children:(0,a.jsx)(t.h1,{id:"crm-import-data",children:"CRM import data"})}),"\n",(0,a.jsx)(t.h2,{id:"crm-import-data-1",children:"CRM import data"}),"\n",(0,a.jsx)(t.p,{children:"This guide outlines how to import data into CRM. Including importing pictures and files, etc."}),"\n",(0,a.jsx)(t.h3,{id:"1-generate-template-file-and-download",children:"1. Generate template file and download."}),"\n",(0,a.jsxs)(t.p,{children:['Find the table you want to import data into, and click the "Download Template" button in the upper right corner to generate and download the template.\n',(0,a.jsx)(t.img,{src:i(6163).A+"",width:"1389",height:"953"})]}),"\n",(0,a.jsx)(t.h3,{id:"2-fill-in-template-data-upload-and-import-into-crm",children:"2. Fill in template data, upload and import into CRM."}),"\n",(0,a.jsxs)(t.p,{children:['Open the downloaded template, fill in the data into the table and save the file, then click the "Import Template" button in the upper right corner of ',(0,a.jsx)(d.A,{})," to import the data.\n",(0,a.jsx)(t.img,{src:i(408).A+"",width:"1389",height:"953"})]}),"\n",(0,a.jsx)(t.h3,{id:"3-batch-upload-imagesfiles",children:"3. Batch upload images/files."}),"\n",(0,a.jsx)(t.p,{children:"If you do not need to import image/file data in batches, you can skip this step.\nThe imported file name must follow the following rules:"}),"\n",(0,a.jsxs)(t.ol,{children:["\n",(0,a.jsx)(t.li,{children:"The file name must be divided into three parts, separated by a hyphen."}),"\n",(0,a.jsx)(t.li,{children:"The first part of the file name is the field name in the CRM table. 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