Organilog allows you to import many types of data in order to save time in entering information. In this way, you can import a list of customers from your existing CRM software or from your current invoicing software.
Demo video: To be updated
What data can be imported?
Several types of data can be imported, including the following:
Clients
Addresses
Contracts
Facilities
Interventions
Tickets
The lines of a quote
Multiple quotes/invoices
Assets
Products
Do not hesitate to contact us for specific data import.
Before starting
Please be aware of the following points before you start importing data:
Please use a CSV file (extension .csv). This is a very common format.
The import is irreversible. Check your data carefully before sending.
The data is added to the existing ones.
For a first grip, it is recommended to test with a small list of 3 to 10 lines! Try to choose representative lines, which have accents (to verify the encoding of the file). If you try to import several hundred rows, but the tool has been misused, you will have to delete hundreds of rows.
You will have to verify the data manually at the end of the import.
It is possible that some specific data must be added manually, after the import.
For large files (several thousand data) or specific import requests, please contact the Organilog team.
Step 1: Access the import tool
Open the Settings (⚙️) menu at the top right, then open the "Import data" menu. This page lists the history of all the imports you have done (empty if you are accessing it for the first time).
Once in this menu, start a new import by clicking on the "New import" button.
Step 2: Upload the file
The first step is to upload the CSV file containing the data to be imported.
Download this example of a customer import file: Import file template
Also specify to the system the type of data to which this file refers (import of customers, addresses, interventions, etc.).
When finished, click on the button to continue to the next step.
Step 3: Define how the file is read
This step allows the system to understand how it is encoded. Please specify the separator symbol, which can be a comma, semi-colon, or tab. Define the encoding and format of the dates.
⚠️ Important: If the first file row contains the column names, please check the parameter to ignore this first row, so that it will not be imported.
Please check the dynamic preview visible at the bottom of the page, each time you change a field.
💡Tip: Using the example file presented earlier, the default separator remains the semicolon and the encoding is the default.
Step 4: Associate the data
The CSV file can contain the columns of your choice. At this stage, you need to define which type of data your columns correspond to, in relation to the data managed in Organilog.
💡 Good to know:
You do not have to import every single column.
Your custom columns can be recorded in the " Remarks " field in Organilog.
You can record several of your columns in the " Remarks " field in Organilog, the data will be recorded one after the other.
On the left-hand side of this interface, you can choose the type of encoding, it is important to check that your special characters are taken into account.
Step 5: Confirm
After completing the settings, you will be asked to confirm before the import takes effect.
Step 6: Finish!
Once imported, you can manually check the menus to ensure that the data has been imported.