Importing Data

This is an old version of the article. Please check the actual version in our new Knowledge Base.

XTRF Platform allows for quickly importing of large amounts of data to your database. The Import function is available for Clients, Client Contact Persons, Client Rates, Client Price List Rates, Vendors, Vendor Contact Persons, Vendor Rates, Vendor Price List Rates and CRM activities.

Follow this Google Drive link https://drive.google.com/open?id=1Sd7fJ36RHOltQ6FdcUNzAH-rnpPdU9hJuCxQ8SY08bg to access a spreadsheet file that contains various tabs for various data types you may want to import.

The LEGEND tab is the first one and provides for general remarks and more detailed explanation.

Expect the following tabs (Complete mean all fields possible to import are present, whereas Simplified is a selection of basic fields):

• Clients Complete
• Clients Simplified
• Client Price Lists
• Client Rates Complete
• Client Rates Simplified
• Vendors Complete
• Vendors Simplified
• Vendor Price Lists
• Vendor Rates Complete
• Vendor Rates Simplified
• Contacts Complete
• Contacts Simplified
• CRM

As none of the sheets is editable, export the ones you need by going to File > Download > Tab-separated values (.tsv, current sheet) - see picture below.

In order to start filling the sheets in with your data, you may be interested in getting some advice from our implementation specialists and their hands on experience with data imports.

Import Guides

For an extensive guide to importing data visit THIS ARTICLE.

To learn how to import .CSV into an Excel sheet, read THIS ARTICLE.