Once you access the Administration Panel, click on the "Import" tab, which allows you to load data in bulk via an Excel or CSV File.
You don’t know how to access the Administration Panel? Click here to find out.
CSV (Comma Separated Values) is a widely used text file format to import and export and you can save data in this format from most data management systems (Microsoft Excel, LibreOffice, OpenOffice, Numbers, etc.).
The CSV file processed by the Goose system requires fields to be separated by commas:
when you save a CSV file, you can usually choose the column separator character, e.g. comma, semicolon, tab, etc.
Alternatively, you can use the more common Excel format (xls or xlsx).
Here you can select the table you wish to import from the following: Leads, Customers, Suppliers, Persons, Products or Other.
The latter choice opens up a window in which you can choose which you wish to import from the remaining tables.
Choose the table you wish to import, select a file and then click on "Import from Excel or CSV".
For example, in the third data column you will find "Country ID [TAB_NAZ] (COU_TAB)" - this is a field that refers to the TAB_NAZ (COU_TAB) table containing all countries. If the country ID of the TAB_NAZ (COU_TAB) and that of Country ID of your contact match, during the import, Goose will connect the two master data properly.
(You can find further help by having a look at the relational layout of the database and the description of its structure).
Do you have a Google account? Click here to find out about the import contacts from Google feature.
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