At taclia, we strive to make every process as easy and straightforward as possible. For this reason, we have a very intuitive document import feature.
Currently, data import is available only in CRM (customers) - desktop version.
Below, we explain step by step how to import the documents you want into taclia quickly and easily.
1. Navigate to the left sidebar.
Go to the “Customers” feature.
Click on the “Import” button located at the top right.
2. Custom Fields.
Review your custom fields by clicking on “Go to Custom Fields,” as these are automatically added to the download template.
3. Download the Excel file.
The next step is to download a template with the previously selected custom fields. Once downloaded, fill it out with your customers’ data. Finally, when everything is filled out, click on the “Continue” button.
4. Fill out the template.
The Excel file will automatically download. You just need to fill it in with your customers’ data.
5. Attach files.
Upload the necessary files; otherwise, you won’t be able to proceed with the customer import.
6. Time to import.
Once you have all the information you want to import, complete this process by clicking the “Import” button at the bottom right of your screen.
Click “Finish,” and we’ll take you directly to the “Customers” section, where you’ll see the updated contact list.
The allowed file types for import are: CSV, XLSX, XLS. A maximum of 300 lines. Only one file per import. Uploaded data is added to your existing data.