[ADD] crm: How to import contacts to the CRM?
https://docs.google.com/document/d/1JCb3U37sSFB33OGMHG9FLGmy3Pzmuue3ESgHwRHgUsE/edit#
This commit is contained in:
parent
67a0c24f74
commit
70d2056935
@ -1,3 +1,97 @@
|
||||
==================================
|
||||
How to import contacts to the CRM?
|
||||
==================================
|
||||
|
||||
In Odoo CRM, you can import a database of potential customers, for
|
||||
instance for a cold emailing or cold calling campaign, through a CSV
|
||||
file. You may be wondering if the best option is to import your contacts
|
||||
as leads or opportunities. It depends on your business specificities and
|
||||
workflow:
|
||||
|
||||
- Some companies may decide to not use leads, but instead to keep all
|
||||
information directly in an opportunity. For some companies, leads
|
||||
are merely an extra step in the sales process. You could call
|
||||
this extended (start from lead) versus simplified (start from
|
||||
opportunity) customer relationship management.
|
||||
|
||||
- Odoo perfectly allows for either one of these approaches to be
|
||||
chosen. If your company handles its sales from a pre
|
||||
qualification step, feel free to activate first the lead stage as
|
||||
described below in order to import your database as leads
|
||||
|
||||
Activate the lead stage
|
||||
=======================
|
||||
|
||||
By default, the lead stage is not activated in Odoo CRM. If you want to
|
||||
import your contacts as leads rather than opportunities, go to
|
||||
:menuselection:`Configuration --> Settings`, select the option **use leads
|
||||
if…** as shown below and click on **Apply**.
|
||||
|
||||
.. image:: ./media/import01.jpg
|
||||
:align: center
|
||||
|
||||
|
||||
This activation will create a new submenu :menuselection:`Sales --> Leads`
|
||||
from which you will be able to import your contacts from the
|
||||
**Import** button (if you want to create a lead manually, :doc:`click here <manual>`)
|
||||
|
||||
.. image:: ./media/import02.jpg
|
||||
:align: center
|
||||
|
||||
Import your CSV file
|
||||
====================
|
||||
|
||||
On the new submenu :menuselection:`Sales --> Leads`, click on **Import** and select your
|
||||
Excel file to import from the **Choose File** button. Make sure its
|
||||
extension is **.csv** and don't forget to set up the correct File format
|
||||
options (**Encoding** and **Separator**) to match your local
|
||||
settings and display your columns properly.
|
||||
|
||||
.. note::
|
||||
If your prospects database is provided in another format than CSV, you can
|
||||
easily convert it to the CSV format using Microsoft Excel, OpenOffice /
|
||||
LibreOffice Calc, Google Docs, etc.
|
||||
|
||||
.. image:: ./media/import03.jpg
|
||||
:align: center
|
||||
|
||||
Select rows to import
|
||||
=====================
|
||||
|
||||
Odoo will automatically map the column headers from your CSV file to the
|
||||
corresponding fields if you tick *The first row of the file contains the
|
||||
label of the column* option. This makes imports easier especially when
|
||||
the file has many columns. Of course, you can remap the column headers
|
||||
to describe the property you are importing data into (First Name, Last
|
||||
Name, Email, etc.).
|
||||
|
||||
.. image:: ./media/import04.jpg
|
||||
:align: center
|
||||
|
||||
.. tip::
|
||||
|
||||
If you want to import your contacts as opportunities rather than leads, make
|
||||
sure to add the *Type* column to your csv. This column is used to indicate
|
||||
whether your import will be flagged as a Lead (type = Lead) or as an
|
||||
opportunity (type = Opportunity).
|
||||
|
||||
Click the **Validate** button if you want to let Odoo verify that
|
||||
everything seems okay before importing. Otherwise, you can directly
|
||||
click the Import button: the same validations will be done.
|
||||
|
||||
.. note::
|
||||
|
||||
For additional technical information on how to import contacts into Odoo CRM,
|
||||
read the **Frequently Asked Questions** section located below the Import tool
|
||||
on the same window.
|
||||
|
||||
.. seealso::
|
||||
|
||||
- :doc:`manual`
|
||||
- :doc:`from_emails`
|
||||
- :doc:`website`
|
||||
|
||||
.. rst-class:: text-muted
|
||||
|
||||
| Written by Geoffrey Bressan (Odoo)
|
||||
| Proofread by Samuel Cabodi (Odoo)
|
||||
|
BIN
crm/leads/generate/media/import01.jpg
Normal file
BIN
crm/leads/generate/media/import01.jpg
Normal file
Binary file not shown.
After Width: | Height: | Size: 17 KiB |
BIN
crm/leads/generate/media/import02.jpg
Normal file
BIN
crm/leads/generate/media/import02.jpg
Normal file
Binary file not shown.
After Width: | Height: | Size: 74 KiB |
BIN
crm/leads/generate/media/import03.jpg
Normal file
BIN
crm/leads/generate/media/import03.jpg
Normal file
Binary file not shown.
After Width: | Height: | Size: 34 KiB |
BIN
crm/leads/generate/media/import04.jpg
Normal file
BIN
crm/leads/generate/media/import04.jpg
Normal file
Binary file not shown.
After Width: | Height: | Size: 48 KiB |
Loading…
Reference in New Issue
Block a user