Vital CRM
How can I obtain template Excel file to import orders?

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



2. Click [Obtain Empty Template File] in the template field.


*How do I import order records by excel file?
 

[Order > Import Functions > Import Customer/Company Orders > Obtain Empty Template File]
https://faq.vitalyun.com/EN/CRM#4365
如何取得Excel檔案匯入消費? @ 閱讀文件 @ Vitals ESP 知識管理企業雲 (vitalyun.com)
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