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
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