Vital CRM
How do I import order data of company?

1. Go to [Order] tab, then click [Import Functions > Company Orders Import].



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



3. Attach the file, then click [Import]

Go to [Order] tab, then click [Import Functions > Company Orders Import]
https://faq.vitalyun.com/EN/CRM#3954
How to find products without a product category?
Vital CRM版本 2
Exported data is in text format, how do I convert to date format?
Vital CRM版本 5
I deleted an order record after I reviewed the customer’s purchasing record. Why is the customer’s order information completely deleted?
Vital CRM版本 5
How to convert opportunities into order?
Vital CRM版本 3
How do I input one order with multiple product items?
Vital CRM版本 3
How do I clear the wrong order records?
Vital CRM版本 3
How do I import order records by excel file?
Vital CRM版本 3
Can I directly input undefined products when adding new purchase records?
Vital CRM版本 4
How to create customer purchase records?
Vital CRM版本 3
Application and operation of order management
Vital CRM版本 4