Vital CRM
How do I import order records by excel file?

Please make sure [Activate contact No.] option is enabled.

Go to [Order > Import Functions], then you can select the order you want to import (Customer/Company Orders)


You can click [Obtain Empty Template File] to download an empty template.

Go to [Order > Import Functions], then you can select the order you want to import (Customer/Company Orders)
https://faq.vitalyun.com/EN/CRM#3946
Can I input decimals in the amount of order or opportunity?
Vital CRM版本 2
How do I edit/modify product categories in batches?
Vital CRM版本 4
How do I add new product to [order]?
Vital CRM版本 3
Why is order details not exported in Order Export?
Vital CRM版本 2
How do I search which of the customers bought the product?
Vital CRM版本 2
How can I set up the permissions for people who can import order data?
Vital CRM版本 2
How to search data according to created date of order?
Vital CRM版本 2
How do I import order data of company?
Vital CRM版本 3
I would like to update the order records of the same Order No. by importing, why do previous records disappear?
Vital CRM版本 4
What to do if I close the browser by accident while importing order data?
Vital CRM版本 2