{"id":699,"date":"2015-11-15T12:19:29","date_gmt":"2015-11-15T12:19:29","guid":{"rendered":"http:\/\/viennaadvantage.com\/blog\/?p=699"},"modified":"2017-11-03T16:40:27","modified_gmt":"2017-11-03T16:40:27","slug":"how-to-import-excel-data-into-vienna-advantage-erp-and-crm","status":"publish","type":"post","link":"https:\/\/onfinity.io\/blog\/business-hacks\/how-to-import-excel-data-into-vienna-advantage-erp-and-crm\/","title":{"rendered":"How to import Excel Data into VIENNA Advantage ERP and CRM?"},"content":{"rendered":"

In this article we are going to explain how to import Excel data<\/strong> into VIENNA Advantage ERP and CRM. But, before you start the data\u00a0import\u00a0into your system make sure that you have installed the Free Excel Data Import Utility<\/a> from the VIENNA Advantage Market<\/a>.<\/p>\n

How to install the \u201cExcel Data Import Utility\u201d?<\/strong><\/span><\/h2>\n

If you still haven\u2019t done that please follow the instructions: [1] navigate to the \u201cMain Screen\u201d of your VIENNA Advantage ERP and CRM System and [2] click on the \u201cMarket Icon\u201d. \u00a0After you Access the Market Menu, [3] type in the search bar: \u201cExcel Data Import\u201d and click Enter button. Find the import Excel Data Utility Pack in the search results and [4] click on the \u201cInstall\u201d button to start the setup of this module. After the setup is done you can start the import of your Excel Data.<\/p>\n

\"Access-Import-Excel-Data-VIENNA-Advantage\"<\/p>\n

How to import Excel Data into the system?<\/strong><\/span><\/h2>\n

To showcase the Excel Data Import Utility features<\/strong>, we are going to use the following example: \u201cLet\u2019s assume that we need to import new sale leads into the system, from an excel sheet, and start working with the leads directly from the ERP<\/a> or CRM system<\/a>.\u201d<\/p>\n

To start the import you should first access the \u201cLead window\u201d in VIENNA Advantage ERP & CRM<\/strong>. You can do that by [1] navigating to the \u201cMain Application Menu\u201d, [2] choose \u201cSales management\u201d folder from the drop down menu, and then [3] choose \u201cLead\u201d.<\/p>\n

\"Access-Lead-VIENNA-Advantage\"<\/p>\n

A new window will open where you can see existing leads. Once you have installed the Excel Data Import Utility and accessed the \u201cLead Window\u201d, you can find the \u201cImport\u201d icon, on the left side of the window, in the bottom. Click on this icon to set up the Excel Data import. You can import Excel data into any window you can see in the system. See picture below.<\/p>\n

\"Lead-Import-Excel-Data-VIENNA-Advantage\"<\/p>\n

After clicking on the \u201cImport\u201d icon, a new window will open where you can manage all data imports from Excel. Watch this short video tutorial to learn about the Excel Data Import<\/a> features. Moreover, in the video you will also find out how to trigger workflow and connect it to the imported leads from the Excel sheet.<\/p>\n