Contacts include customers, suppliers, partners, investors, and other entities, which means you may have hundreds or even thousands of them. Managing such a volume becomes significantly easier with Wafeq’s import feature. This step-by-step guide walks you through how to import the desired contacts of all types into your Wafeq account.
How to Import Contacts into Your Account?
Click on "Customers & Suppliers" from the main menu, then select "Contacts", a
Contacts include customers, suppliers, partners, investors, and other entities, which means you may have hundreds or even thousands of them. Managing such a volume becomes significantly easier with Wafeq’s import feature. This step-by-step guide walks you through how to import the desired contacts of all types into your Wafeq account.
How to Import Contacts into Your Account?
Click on "Customers & Suppliers" from the main menu, then select "Contacts", and click the "Import" button.
To ensure a smooth and error-free import, you should follow Wafeq’s import template and fill in all the data accordingly, so Click "Download a Template" in either Excel or CSV format, depending on your preference.
The template is downloaded automatically, and you can either fill in the data directly or adjust your existing file to match the format, structure, and required fields of the template.
Note that there are some instructional rows designed to guide you on the type of data to enter. Review them carefully, follow the notes provided, and make sure to delete these rows before importing.
Once your file is ready and you've clicked the Import button, click to upload or drag the file into the designated area, then click Next.
On the left, you'll see the field names as they appear in Wafeq. From there, enable the fields you want to import.
On the right, you'll see the fields from your file. Use the dropdown menu to match each file field with the corresponding Wafeq field.
The imported contacts will then appear directly on the same screen, where you can review and edit them. Once you're done, click "Save".
The imported contacts will appear in your Contacts list immediately after saving. You can click on any contact to view or edit it, just like contacts that were added manually through the system.
nd click the "Import" button.
To ensure a smooth and error-free import, you should follow Wafeq’s import template and fill in all the data accordingly, so Click "Download a Template" in either Excel or CSV format, depending on your preference.
The template will be downloaded automatically. You can either enter the data directly into it or adjust your existing file to match the template’s format, structure, and required fields.
We can show our new templates here and talk about them. The new templates include:
1. Which fields are required vs not required
2. What are the acceptable values of fields that take specific values, like currency: SAR, AED, etc
3. Sample data
Once your file is ready and you've clicked the Import button, click to upload or drag the file into the designated area, then click Next.
On the left, you'll see the field names as they appear in Wafeq. From there, enable the fields you want to import.
On the right, you'll see the fields from your file. Use the dropdown menu to match each file field with the corresponding Wafeq field.
The imported contacts will then appear directly on the same screen, where you can review and edit them. Once you're done, click "Save".
The imported contacts will appear in your Contacts list immediately after saving. You can click on any contact to view or edit it, just like contacts that were added manually through the system.
Comments
0 comments
Please sign in to leave a comment.