{"id":21558,"date":"2019-12-02T09:31:23","date_gmt":"2019-12-02T08:31:23","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=21558"},"modified":"2026-01-13T14:43:20","modified_gmt":"2026-01-13T13:43:20","slug":"import-de-date-din-excel","status":"publish","type":"post","link":"https:\/\/www.minicrm.ro\/help\/import-de-date-din-excel\/","title":{"rendered":"Import de date"},"content":{"rendered":"<h3>Rezumat:<\/h3>\n<ul>\n<li><a href=\"#anchor-1\" target=\"_self\" rel=\"noopener\">Importul de date<\/a><\/li>\n<li><a href=\"#anchor-2\" target=\"_self\" rel=\"noopener\">\u0218tergerea sau anularea unui import<\/a><\/li>\n<li><a href=\"#anchor-3\" target=\"_self\" rel=\"noopener\">Cum s\u0103 \u00ee\u021bi generezi propriul fi\u0219ier de import?<\/a><\/li>\n<li><a href=\"#anchor-4\" target=\"_self\" rel=\"noopener\">Import de modificare \u00een mas\u0103 a oportunit\u0103\u021bilor<\/a><\/li>\n<li><a href=\"#anchor-5\" target=\"_self\" rel=\"noopener\">Importul datelor din Excel pentru mai mult de 10 contacte<\/a><\/li>\n<\/ul>\n<div><\/div>\n<div class=\"alert alert-danger\" style=\"text-align: justify;\">Pentru a importa date \u00een MiniCRM ai nevoie de drepturi de administrator.<\/div>\n<div style=\"text-align: justify;\">Func\u021bia de import de date a sistemului recunoa\u0219te \u0219i poate folosi urm\u0103toarele tipuri de fi\u0219iere: XLS, XLSX, ODS, CSV sau ZIP.<\/div>\n<div style=\"text-align: justify;\"><\/div>\n<div class=\"alert alert-info\" style=\"text-align: justify;\">Dimensiunea maxim\u0103 admis\u0103 a fi\u0219ierului de import este de\u00a0<strong>4MB<\/strong> pentru fi\u0219iere tip XLS sau XLSX \u0219i de\u00a0<strong>8MB<\/strong> pentru fi\u0219iere de tip CSV.<\/div>\n<h3 style=\"text-align: justify;\"><strong>Exemplu de fi\u0219ier folosit pentru import<\/strong><\/h3>\n<p style=\"text-align: justify;\">Pentru un fi\u0219ier exemplu pe care \u00eel po\u021bi folosi ca \u0219i cap de tabel pentru import d\u0103 click pe link-ul urm\u0103tor <a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Fisier-import-auto-sales.xls\">Fisier import auto-sales<\/a>.<\/p>\n<div class=\"alert alert-danger\" style=\"text-align: justify;\">Fi\u0219ierul exemplu de mai sus este valabil\u00a0<strong>doar<\/strong> pentru produsul auto-v\u00e2nz\u0103ri. Dac\u0103 ai un produs configurat special pentru nevoile tale, este nevoie s\u0103 faci \u00eent\u00e2i un export din sistemul t\u0103u (detalii <a href=\"..\/export-de-date\">aici<\/a>) \u0219i apoi, \u00een fi\u0219ierul generat de export s\u0103 completezi datele pentru import (av\u00e2nd capetele de tabel definite de export).<\/div>\n<p style=\"text-align: justify;\">Fi\u0219ierul de import oferit este unul general. \u00cen cazul \u00een care ai nevoie s\u0103 impor\u021bi date \u0219i \u00een alte c\u00e2mpuri, po\u021bi s\u0103 \u00ee\u021bi generzi singur un fi\u0219ier de import pe care s\u0103-l folose\u0219ti la import.<\/p>\n<h3 style=\"text-align: justify;\"><strong>La ce trebuie s\u0103 fiu atent \u00eenainte de import<\/strong><\/h3>\n<ul style=\"text-align: justify;\">\n<li>Un r\u00e2nd \u00een fi\u0219ierul de import reprezint\u0103 un card \u00een sistem.<\/li>\n<li>Este\u00a0<strong>obligatoriu<\/strong> s\u0103 completezi \u00een fi\u0219ierul de import coloanele: nume \u0219i prenume persoan\u0103 sau numele companiei. \u00cen plus \u00ee\u021bi recomand s\u0103 completezi coloana\u00a0<em>De\u021bin\u0103tor<\/em> cu numele persoanei care se va ocupa de acele carduri.<\/li>\n<li>\u00cen fi\u0219ierul de import nu completa aceea\u0219i persoan\u0103 de contact pentru mai multe companii. Dac\u0103 ai astfel de cazuri \u0219i dore\u0219ti s\u0103 faci import, adaug\u0103 adresa de email doar pentru primul r\u00e2nd, la restul las\u0103 necompletat.<\/li>\n<li>Dac\u0103 dore\u0219ti s\u0103 impor\u021bi adrese po\u0219tale, completeaz\u0103 obligatoriu \u021bara \u0219i jude\u021bul (cu diacritice). Pentru jude\u021be, folose\u0219te varianta cu diacritice \u0219i f\u0103r\u0103 cratim\u0103 (de exemplu, jude\u021bul Bistri\u021ba-N\u0103s\u0103ud \u00eel vei putea importa dac\u0103 este scris \u00een forma Bistri\u021ba N\u0103s\u0103ud).<\/li>\n<li>Verific\u0103 ca adresele de email s\u0103 fie \u00eentr-un format corect de genul nume.prenume@domeniu.ro.<\/li>\n<li>Pentru c\u00e2mpurile cu valoare fix\u0103 din sistem (de tip dropdown sau checklist) asigur\u0103r\u0103-te c\u0103 \u00een fi\u0219ierul de import completezi una din valorile deja existente \u00een sistem (sau adaugi o valoare nou\u0103 c\u00e2mpului \u00eenainte de import), altfel vei primi eroare la import.<\/li>\n<li>Dac\u0103 dore\u0219ti s\u0103 impor\u021bi mai multe adrese de email sau numere de telefon pentru o companie\/persoan\u0103, separ\u0103 adresele de email sau numerele de telefon prin virgul\u0103.<\/li>\n<li>Pentru a importa jude\u021bele la Adresa, este necesar ca fi\u0219ierul s\u0103 includ\u0103 o coloan\u0103 pentru \u021bar\u0103, iar numele \u021b\u0103rii s\u0103 fie scris cu diacritice (\u201eRom\u00e2nia\u201d).<\/li>\n<\/ul>\n<h3 id=\"anchor-1\" style=\"text-align: justify;\"><strong>Importul de date<\/strong><\/h3>\n<p style=\"text-align: justify;\">Pentru a face import de date \u00eentr-un anumit produs, deschide produsul respectiv \u0219i apas\u0103 pe s\u0103geata \u00een jos de l\u00e2ng\u0103 butonul de ad\u0103ugare card \u0219i selecteaz\u0103 op\u021biunea\u00a0<em>Import\u0103.<\/em><\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58798 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.26.35.png\" alt=\"\" width=\"2880\" height=\"1338\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.26.35.png 2880w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.26.35-300x139.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.26.35-1024x476.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.26.35-768x357.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.26.35-1536x714.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.26.35-2048x951.png 2048w\" sizes=\"auto, (max-width: 2880px) 100vw, 2880px\" \/><\/p>\n<p style=\"text-align: justify;\">Dac\u0103 ai activate automatiz\u0103ri \u00een sistem, \u00ee\u021bi va ap\u0103rea mesajul din imaginea de mai jos. Apas\u0103 pe\u00a0<em>Import\u0103\u00a0<\/em>pentru a continua doar dac\u0103 e\u0219ti sigur c\u0103 importul nu va declan\u0219a nici una din automatiz\u0103ri, \u00een caz contrar dezactiveaz\u0103 automatizrea \u00eenainte.<\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58799 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.28.41.png\" alt=\"\" width=\"2868\" height=\"1332\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.28.41.png 2868w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.28.41-300x139.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.28.41-1024x476.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.28.41-768x357.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.28.41-1536x713.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.28.41-2048x951.png 2048w\" sizes=\"auto, (max-width: 2868px) 100vw, 2868px\" \/><\/p>\n<p style=\"text-align: justify;\">Selecteaz\u0103 apoi op\u021biunea\u00a0<em>\u00cencarc\u0103 fi\u0219ier<\/em> \u0219i alege fi\u0219ierul de import pe care l-ai preg\u0103tit.<\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58800 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.29.43.png\" alt=\"\" width=\"2862\" height=\"1340\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.29.43.png 2862w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.29.43-300x140.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.29.43-1024x479.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.29.43-768x360.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.29.43-1536x719.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.29.43-2048x959.png 2048w\" sizes=\"auto, (max-width: 2862px) 100vw, 2862px\" \/><\/p>\n<p style=\"text-align: justify;\">Apoi specific\u0103 cel tip de import dore\u0219ti sa faci, cite\u0219te\u00a0<em>cu aten\u021bie<\/em> Informa\u021biile detaliate de la <em>Declara\u021bia de SPAM<\/em>, dac\u0103 e\u0219ti de acord cu acestea bifeaz\u0103 faptul c\u0103 accep\u021bi termenii \u0219i condi\u021biile \u0219i apoi\u00a0apas\u0103 pe <em>Urm\u0103torul<\/em>.<\/p>\n<p style=\"text-align: justify;\">Po\u021bi opta pentru un import:<\/p>\n<ul style=\"text-align: justify;\">\n<li><em>Adaug\u0103 Oportunitate nou\u0103 de fiecare dat\u0103\u00a0<\/em>&#8211; va creea carduri noi \u00een sistem indiferent dac\u0103 un card al unei anumite companii exist\u0103 deja (aceast\u0103 op\u021biune poate crea duplicate \u00een sistem).<\/li>\n<li><em>Actualizare Oportunitate disponibil\u0103<\/em> &#8211; op\u021biunea se folose\u0219te atunci c\u00e2nd editezi \u00een mas\u0103 cardurile. Mai multe detalii po\u021bi g\u0103si \u00een <a href=\"..\/cum-editez-cardurile-in-masa\" target=\"_blank\" rel=\"noopener\">sec\u021biunea dedicat\u0103<\/a>.<\/li>\n<li><em>Eroare mesaj dec\u0103 exist\u0103 Oportunitate<\/em> &#8211; sistemul va afi\u0219a un mesaj de eroare dac\u0103 exist\u0103 deja \u00een sistem pentru o anumit\u0103 companie\/persoan\u0103 \u0219i acel card nu va fi creat (vor fi create totu\u0219i cardurile care nu exist\u0103 deja \u00een sistem).<\/li>\n<\/ul>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58802 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.32.06.png\" alt=\"\" width=\"2868\" height=\"1338\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.32.06.png 2868w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.32.06-300x140.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.32.06-1024x478.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.32.06-768x358.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.32.06-1536x717.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.32.06-2048x955.png 2048w\" sizes=\"auto, (max-width: 2868px) 100vw, 2868px\" \/><\/p>\n<p style=\"text-align: justify;\">Apoi este posibil ca sistemul s\u0103 \u00ee\u021bi solicite s\u0103 aloci coloanele din fi\u0219ier unor c\u00e2mpuri din sistem (numele c\u00e2mpului importat din st\u00e2nga trebuie s\u0103 aib\u0103 un c\u00e2mp corespondent \u00een dreapta \u00een coloana c\u00e2mp MiniCRM sau, dac\u0103 nu are \u0219i nu dore\u0219ti s\u0103 impor\u021bi acele valori, selecteaz\u0103 op\u021biunea <em>Necunoscut\/Omis<\/em>).<\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58803 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.38.57.png\" alt=\"\" width=\"2876\" height=\"1342\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.38.57.png 2876w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.38.57-300x140.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.38.57-1024x478.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.38.57-768x358.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.38.57-1536x717.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.38.57-2048x956.png 2048w\" sizes=\"auto, (max-width: 2876px) 100vw, 2876px\" \/><\/p>\n<p style=\"text-align: left;\">Apoi, sistemul va verifica datele tale \u0219i \u00ee\u021bi va afi\u0219a eventualele erori. Dac\u0103 totul este \u00een regul\u0103, apas\u0103 butonul <em>Import\u0103 r\u00e2nduri complete<\/em>. Dac\u0103 ai erori, sistemul \u021bi le va indica \u00een mod precis, aduc\u00e2ndu-\u021bi chiar \u0219i ni\u0219te sugestii despre cum \u00ee\u021bi poate corecta datele \u00een mod automat.<\/p>\n<p style=\"text-align: left;\">Cel mai adesea, sugestiile au \u00een vedere c\u00e2mpul de adres\u0103 de e-mail a contactelor tale (de-altfel, \u0219i cel mai important c\u00e2mp). Iat\u0103 o list\u0103 a categoriilor \u00een care intr\u0103, de regul\u0103, acestea:<\/p>\n<ul>\n<li>eliminarea diacriticelor din numele destinatarului, ori din domeniu &#8211;\u00a0<em>laura.g\u00e2\u021b\u0103@\u0219upor\u021bminicrm.ro<\/em>\u00a0poate deveni\u00a0<em>laura.gata@suportminicrm.ro<\/em><\/li>\n<\/ul>\n<ul>\n<li>relocarea corespunz\u0103toare automat\u0103 a unui num\u0103r de telefon valid\u00a0<span id=\"isPasted\">\u00een c\u0103su\u021ba dedicat\u0103 acestuia<\/span>, atunci c\u00e2nd se afl\u0103 \u00een c\u0103su\u021ba dedicat\u0103 e-mailului &#8211; de exemplu,<em>\u00a0<\/em><em>\u201elaura.gata+test@minicrm.ro, +407 123 456 789\u201d<\/em>\u00a0de\u0219i, ini\u021bial, \u00een acela\u0219i c\u00e2mp, vor fi\u00a0dou\u0103 informa\u021bii separate\u00a0\u00een urma importului<\/li>\n<\/ul>\n<ul>\n<li>\u00een cazul \u00een care ai c\u00e2te dou\u0103 adrese de e-mail \u00een acela\u0219i c\u00e2mp, pentru aceea\u0219i persoan\u0103 de contact, ele\u00a0vor fi separate \u00een c\u00e2mpuri diferite\u00a0&#8211; de exemplu,\u00a0<em>\u201eprim\u0103ria@minicrm.ro \/ primar@minicrm.ro\u201d<\/em><\/li>\n<\/ul>\n<ul>\n<li>pentru domeniile populare \u0219i u\u0219or de recunoscut (Gmail, Yahoo, Outlook etc.), sistemul va face automat distan\u021barea \u00a0de numele contactului, atunci c\u00e2nd acesta nu e separat prin \u201e@\u201d &#8211;\u00a0\u201e<em>valentinminicrmgmail.com\u201d<\/em>\u00a0va deveni\u00a0<em>\u201evalentinminicrm@gmail.com\u201d<\/em><\/li>\n<\/ul>\n<ul>\n<li>\u00een cazul informa\u021biilor irelevante \u00een locul adresei de e-mail, acestea vor putea fi omise f\u0103r\u0103 a mi fi \u00eenc\u0103rcate ca atare<\/li>\n<\/ul>\n<ul>\n<li>\u00een circumstan\u021bele \u00een care exist\u0103 caractere suplimentare evident de prisos la sf\u00e2r\u0219itul adresei de e-mail, acestea pot fi \u0219terse automat &#8211;<em>\u00a0\u201e<\/em><em>suport@minicrm.ro<\/em><em>_x000D____<\/em><em>\u201d<\/em><\/li>\n<\/ul>\n<ul>\n<li>pe baza domeniului, sistemul \u00ee\u021bi va face \u0219i sugestii pentru c\u00e2mpul de website &#8211;<em>\u00a0\u201elaura.gata+test@minicrm.ro\u201d<\/em>\u00a0&#8211;\u00a0<em>\u201ewww.minicrm.ro\u201d<\/em><\/li>\n<\/ul>\n<p>C\u00e2nd ai f\u0103cut toate corecturile necesare, re\u00eencarc\u0103 baza de date \u0219i repet\u0103 procesul p\u00e2n\u0103 c\u00e2nd apar zero r\u00e2nduri cu erori.<\/p>\n<p>&nbsp;<\/p>\n<p style=\"text-align: left;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58804 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.41.39.png\" alt=\"\" width=\"2874\" height=\"1338\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.41.39.png 2874w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.41.39-300x140.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.41.39-1024x477.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.41.39-768x358.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.41.39-1536x715.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.41.39-2048x953.png 2048w\" sizes=\"auto, (max-width: 2874px) 100vw, 2874px\" \/><\/p>\n<p style=\"text-align: justify;\">Dac\u0103 continui, sistemul va importa datele iar la final \u00ee\u021bi va permite s\u0103 vizualizezi lista oportunit\u0103\u021bilor importate.<\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58805 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.42.59.png\" alt=\"\" width=\"2878\" height=\"1332\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.42.59.png 2878w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.42.59-300x139.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.42.59-1024x474.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.42.59-768x355.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.42.59-1536x711.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.42.59-2048x948.png 2048w\" sizes=\"auto, (max-width: 2878px) 100vw, 2878px\" \/><\/p>\n<h3 id=\"anchor-2\" style=\"text-align: justify;\"><strong>\u0218tergerea sau anularea unui import<\/strong><\/h3>\n<p style=\"text-align: justify;\">Dac\u0103 dup\u0103 ce ai f\u0103cut un import de date \u00ee\u021bi dai seama c\u0103 ceva nu este ok sau vrei s\u0103 anulezi importul, exist\u0103 op\u021biunea de a \u0219terge un import \u00eens\u0103 doar la maximum 30 de zile de la data importului \u0219i se vor \u0219terge doar cardurile nemodificate.<\/p>\n<p style=\"text-align: justify;\">Pentru aceasta, selecteaz\u0103 s\u0103geata de l\u00e2ng\u0103 butonul de ad\u0103ugare carduri, apoi selecteaz\u0103 op\u021biunea\u00a0<em>Import<\/em> \u0219i din fereastra de import click pe\u00a0<em>\u0218terge.<\/em><\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58806 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.44.10.png\" alt=\"\" width=\"2870\" height=\"1346\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.44.10.png 2870w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.44.10-300x141.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.44.10-1024x480.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.44.10-768x360.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.44.10-1536x720.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.44.10-2048x960.png 2048w\" sizes=\"auto, (max-width: 2870px) 100vw, 2870px\" \/><\/p>\n<h3 id=\"anchor-3\" style=\"text-align: justify;\"><strong>Cum s\u0103 \u00ee\u021bi generezi propriul fi\u0219ier de import?<\/strong><\/h3>\n<p style=\"text-align: justify;\">Dup\u0103 ce ai finalizat de ad\u0103ugat toate c\u00e2mpurile de care ai nevoie \u0219i dore\u0219ti s\u0103 impo\u021bi date, po\u021bi s\u0103 \u00ee\u021bi generezi propriul fi\u0219ier de import (cap\u0103tul de tabel).<\/p>\n<p style=\"text-align: justify;\">Pentru aceasta po\u021bi crea un filtru gol (f\u0103r\u0103 nimic setat) pe care \u00eel po\u021bi salva \u0219i apoi s\u0103 expor\u021bi un fi\u0219ier Excel. Va con\u021bine toate c\u00e2mpurile ad\u0103ugate de tine \u00een sistem.<\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58807 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.54.17.png\" alt=\"\" width=\"2870\" height=\"1330\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.54.17.png 2870w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.54.17-300x139.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.54.17-1024x475.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.54.17-768x356.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.54.17-1536x712.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2025-03-25-at-15.54.17-2048x949.png 2048w\" sizes=\"auto, (max-width: 2870px) 100vw, 2870px\" \/><\/p>\n<p style=\"text-align: justify;\">Po\u021bi urm\u0103ri \u0219i playlistul de mai jos pentru ajutor legat de import (\u00een partea de jos sunt s\u0103ge\u021bi care s\u0103 te ajute s\u0103 sari \u00eentre videoclipuri):<\/p>\n<p style=\"text-align: justify;\"><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/videoseries?list=PLypXpOVZeajqR9dE_fAbxMP7D7qSHsKNR\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<p>&nbsp;<\/p>\n<h3 id=\"anchor-4\" dir=\"ltr\" style=\"text-align: justify;\"><strong>Import de modificare \u00een mas\u0103 a oportunit\u0103\u021bilor<\/strong><\/h3>\n<ol style=\"text-align: justify;\">\n<li dir=\"ltr\">\n<p dir=\"ltr\" role=\"presentation\">Primul pas este s\u0103 extragi datele pe care vrei s\u0103 le modifici din MiniCRM. Po\u021bi face asta salv\u00e2nd un filtru cu condi\u021biile \u0219i coloanele necesare pe care apoi s\u0103 \u00eel expor\u021bi \u00een format Excel.<\/p>\n<\/li>\n<li dir=\"ltr\">\n<p dir=\"ltr\" role=\"presentation\">\u00cen fi\u0219ierul excel vei putea modific\u0103 \u00een mas\u0103 datele din coloanele dorite.<\/p>\n<\/li>\n<li dir=\"ltr\">\n<p dir=\"ltr\" role=\"presentation\">Odat\u0103 finalizate modific\u0103rile vei folosi aceia\u0219i pa\u0219i ca pentru un import nou dar de dat\u0103 asta la zona de set\u0103ri ale importului vei alege &lt;Actualizare oportunit\u0103\u021bi disponibile&gt;<\/p>\n<\/li>\n<li dir=\"ltr\">\n<p dir=\"ltr\" role=\"presentation\">Urm\u0103re\u0219te pa\u0219ii pentru finalizarea importului de actualizare.<\/p>\n<\/li>\n<\/ol>\n<div class=\"alert alert-info\" style=\"text-align: justify;\">E important ca pentru acest tip de import s\u0103 p\u0103strezi coloana de ID, \u00een acest fel sistemul va \u0219tii unde trebuie s\u0103 modifice informa\u021biile.<\/div>\n<p dir=\"ltr\"><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2024-04-29-at-23.30.14.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-51966 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2024-04-29-at-23.30.14.png\" alt=\"\" width=\"3540\" height=\"1392\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2024-04-29-at-23.30.14.png 3540w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2024-04-29-at-23.30.14-300x118.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2024-04-29-at-23.30.14-1024x403.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2024-04-29-at-23.30.14-768x302.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2024-04-29-at-23.30.14-1536x604.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2024-04-29-at-23.30.14-2048x805.png 2048w\" sizes=\"auto, (max-width: 3540px) 100vw, 3540px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\"><strong>Video import de update:<\/strong><\/p>\n<p style=\"text-align: justify;\"><iframe loading=\"lazy\" src=\"https:\/\/www.youtube.com\/embed\/3ry9mOOE0Kk\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\" data-mce-fragment=\"1\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><\/p>\n<h3 id=\"anchor-5\"><strong>Importul datelor din Excel pentru mai mult de 10 contacte<\/strong><\/h3>\n<p><span style=\"font-weight: 400;\">Po\u021bi \u00eenc\u0103rca baza de date a clien\u021bilor t\u0103i \u00een format .xlsx sau .CSV \u00een MiniCRM. Astfel, ai posibilitatea de a importa mai multe contacte \u00een acela\u0219i timp.<\/span><\/p>\n<p>&nbsp;<\/p>\n<div class=\"alert alert-info alert-danger\"><span style=\"font-weight: 400;\">Pentru a efectua aceast\u0103 opera\u021biune, ai nevoie de drepturi de <strong>administrator<\/strong>. <\/span><\/div>\n<div class=\"alert alert-info alert-danger\"><span style=\"font-weight: 400;\"><strong>Recomand\u0103m<\/strong> s\u0103 faci ini\u021bial importul cu antetul tabelului \u0219i c\u00e2teva r\u00e2nduri de <strong>test<\/strong> pentru a te asigura c\u0103 datele sunt importate \u00een modul dorit! Dac\u0103 rezultatul final este satisf\u0103c\u0103tor, atunci merit\u0103 s\u0103 faci importul complet. <\/span><span style=\"font-weight: 400;\">Antetul tabelului con\u021bine denumirile c\u00e2mpurilor pe care dore\u0219ti s\u0103 le impor\u021bi \u00een MiniCRM.<\/span><\/div>\n<p><span style=\"font-weight: 400;\">Po\u021bi g\u0103si mai multe detalii despre import aici: <\/span><a href=\"https:\/\/www.minicrm.ro\/help\/import-de-date-din-excel\/\"><span style=\"font-weight: 400;\">Cum func\u021bioneaz\u0103 importul de date<\/span><\/a><\/p>\n<div class=\"alert alert-danger\"><span style=\"font-weight: 400;\">Este important s\u0103 pui fiecare contact suplimentar \u00eentr-un r\u00e2nd nou al tabelului \u00een cazul a zece sau mai multe contacte, dup\u0103 cum urmeaz\u0103:<\/span><\/div>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Trebuie s\u0103 furnizezi numele companiei \u0219i adresa de e-mail, precum \u0219i datele contactului principal (Persoan\u0103 sau Persoan\u01031) (nume, adres\u0103 de e-mail, num\u0103r de telefon etc.) pe c\u00e2te un r\u00e2nd nou.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Datele companiei (codul fiscal sau adresa de e-mail) trebuie s\u0103 fie acelea\u0219i pe toate r\u00e2ndurile pentru c\u0103 sistemul identific\u0103 acele contacte \u00een func\u021bie de aceste date.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Nu exist\u0103 &#8220;Persoan\u010311:&#8221;, &#8220;Persoan\u010312:&#8221; , &#8220;Persoan\u010313:&#8221; \u00een antet.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Tipul importului trebuie s\u0103 fie de tip actualizare.<\/span><\/li>\n<\/ul>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2024-04-29-at-23.30.14.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-51966 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2024-04-29-at-23.30.14.png\" alt=\"\" width=\"3540\" height=\"1392\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2024-04-29-at-23.30.14.png 3540w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2024-04-29-at-23.30.14-300x118.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2024-04-29-at-23.30.14-1024x403.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2024-04-29-at-23.30.14-768x302.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2024-04-29-at-23.30.14-1536x604.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2024-04-29-at-23.30.14-2048x805.png 2048w\" sizes=\"auto, (max-width: 3540px) 100vw, 3540px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">A\u0219adar, pentru a importa mai mult de 10 contacte, de exemplu, \u00een fi\u0219ierul t\u0103u, vei avea 2 r\u00e2nduri (1 este antetul tabelului cu denumirile c\u00e2mpurilor + 1 r\u00e2nd cu date).<\/span><\/p>\n<div class=\"alert alert-info\"><span style=\"font-weight: 400;\">Po\u021bi g\u0103si fi\u0219ierul exemplu aici: <\/span><strong><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/04\/Contact-import.xlsx\">Fi\u0219ier de exemplu<\/a><\/strong><\/div>\n<div><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2024-04-29-at-23.15.01.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-51969 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2024-04-29-at-23.15.01.png\" alt=\"\" width=\"3482\" height=\"302\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2024-04-29-at-23.15.01.png 3482w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2024-04-29-at-23.15.01-300x26.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2024-04-29-at-23.15.01-1024x89.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2024-04-29-at-23.15.01-768x67.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2024-04-29-at-23.15.01-1536x133.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2024-04-29-at-23.15.01-2048x178.png 2048w\" sizes=\"auto, (max-width: 3482px) 100vw, 3482px\" \/><\/a><\/div>\n<div>\n<p><span style=\"font-weight: 400;\">Dac\u0103 totul a fost f\u0103cut corect p\u00e2n\u0103 \u00een acest punct, atunci toate contactele vor fi ad\u0103ugate \u00een sistemul t\u0103u.<\/span><\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2024-04-29-at-23.34.35.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-51972 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2024-04-29-at-23.34.35.png\" alt=\"\" width=\"3172\" height=\"1568\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2024-04-29-at-23.34.35.png 3172w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2024-04-29-at-23.34.35-300x148.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2024-04-29-at-23.34.35-1024x506.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2024-04-29-at-23.34.35-768x380.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2024-04-29-at-23.34.35-1536x759.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/12\/Screenshot-2024-04-29-at-23.34.35-2048x1012.png 2048w\" sizes=\"auto, (max-width: 3172px) 100vw, 3172px\" \/><\/a><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Rezumat: Importul de date \u0218tergerea sau anularea unui import Cum s\u0103 \u00ee\u021bi generezi propriul fi\u0219ier de import? Import de modificare \u00een mas\u0103 a oportunit\u0103\u021bilor Importul datelor din Excel pentru mai mult de 10 contacte Pentru a importa date \u00een MiniCRM ai nevoie de drepturi de administrator. Func\u021bia de import de date a sistemului recunoa\u0219te \u0219i [&hellip;]<\/p>\n","protected":false},"author":54,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2525,2521],"tags":[1389,1371,1404],"class_list":["post-21558","post","type-post","status-publish","format-standard","hentry","category-importul-de-date","category-introducere-si-descarcare-de-date","tag-firststeps-ro","tag-import-ro","tag-intro-ro"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Import de date - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Rezumat: Importul de date \u0218tergerea sau anularea unui import Cum s\u0103 \u00ee\u021bi generezi propriul fi\u0219ier de import? 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