TIP! If you don't see the Import/Export module anywhere, start by going to My Settings > Menu and drag-drop the Import/Export to the menu.
Before you start the import process, take a look at the example file and modify your import file accordingly. Or, you can add an item (for example, a contact) to Scoro, fill out the information on the contact card and save it, export it and see what the file looks like. You can use that file to import your data to Scoro.
.CSV, .XLS and .XLSX files can be imported.
TIP! If possible, use a .CSV file. In the past, there have been some issues with .XLS files, because of the .XLS format itself. One import should not be longer than 10 000 lines, this limit is to avoid any problems during the import. In case of bigger files, just split the files into smaller parts.
The import is done in two stages:
1. Upload the file, then match the fields – 'name' should be 'name', not an 'address' etc. If you did everything according to the example file, this step should be irrelevant.
2. Import the file and verify the result. You can always delete the import from My imports and import the amended file again.
People and companies have to be imported separately. If you wish to import several people or companies, the information about each contact has to be entered on a separate row of the file.
Read more on how to import your existing contact list to Scoro.
Importing products and services
In addition to importing new products and services into the Scoro product database, the existing ones can also be changed by additional importing. When the import file is uploaded, activate the checkbox Update already existing items and choose whether to match them by Scoro ID, product code and/or product name.
Here's a detailed article on how to import products and services (rate cards).
Importing real estate objects
Please make sure that the following conditions have been met before the import process.
- Property type (apartment, house, garage, etc.)
- Transaction type (sales, rent, exchange, etc.)
- Client must be in the site's contact database
- Status (incomplete, active, etc.)
- Manager is a user of the site, this field cannot be left empty
- Real estate object location must have at least the country, it's not enough to enter a city or a county
- The country code must match the international ISO-3166 standard: for example, EST, USA, CAN, etc. The country has to be enabled under settings: Settings > System settings > Real estate > Countries
Read a detailed article on how to import sales invoices.
Ideally, you can use the same file to import receipts, just classify the invoice number as a description. Given that the file has the sum received from the payer.
The required fields when importing receipts are:
Date | Payer | Sum | Description
You can import your bank statement to Scoro with just a few clicks. Scoro will automatically match all payments received with the sales invoices, so you don’t have to mark them one by one. You can assign receipts to different accounts and view income reports filtered by accounts.
1. Make an export of the .CSV in your bank and save it.
2. Click on Choose file and upload the .CSV file.
3. Select a bank preset, this will match the fields automatically. If your bank is not listed, match the fields manually.
Receipt accounts can be created in Settings > Sales and finance > Receipt account and they are used for sorting receipts in the receipt reports: Reports > Receipts report
If you have made imports, they will be displayed here with information on what and when was imported.
You can also delete imports. If, for example, you imported the data of two contacts and wish to delete them now, simply click on the garbage can icon.
All the imports made are displayed here and can also be deleted from here. Imports older than 14 days cannot be deleted and, if needed, the imported data can be deleted manually.
Note! On all import pages, there's an option to Save matched column headers as default. If the checkbox is ticked and the “Import” button is clicked, the column header names in the import file are saved, so the next time you import a similar file, the system will match the values automatically.
Take a look at all articles related to import and export.
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