{"id":29697,"date":"2020-07-06T09:46:48","date_gmt":"2020-07-06T07:46:48","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=29697"},"modified":"2025-11-18T14:17:53","modified_gmt":"2025-11-18T13:17:53","slug":"adatszinkronizalas-google-sheet-bol-minicrm-be-minicrm-sync","status":"publish","type":"post","link":"https:\/\/www.minicrm.hu\/help\/adatszinkronizalas-google-sheet-bol-minicrm-be-minicrm-sync\/","title":{"rendered":"Adatszinkroniz\u00e1l\u00e1s Google Sheet-b\u0151l MiniCRM-be (MiniCRM sync)"},"content":{"rendered":"<h2>Mit tud a MiniCRM Sync b\u0151v\u00edtm\u00e9ny?<\/h2>\n<p>A &#8220;MiniCRM sync&#8221; Google Sheet b\u0151v\u00edtm\u00e9nyt neked tal\u00e1lt\u00e1k ki, ha gyorsan \u00e9s egyszer\u0171en szeretn\u00e9l adatokat visszajuttatni MiniCRM adatlapodra.<\/p>\n<p>Ha van olyan MiniCRM sz\u0171r\u0151d, amit &#8220;kirakt\u00e1l&#8221; Google Sheet-re \u00e9s az ott sz\u00e1m\u00edtott adatokat gyorsan visszajuttatn\u00e1d MiniCRM-be, akkor <a href=\"https:\/\/workspace.google.com\/u\/0\/marketplace\/app\/minicrm_sync\/720710765800?hl=hu&amp;pann=sheets_addon_widget\" target=\"_blank\" rel=\"noopener noreferrer\">t\u00f6ltsd le<\/a> a &#8220;MiniCRM Sync&#8221; n\u00e9vre hallgat\u00f3 Google Sheet b\u0151v\u00edtm\u00e9nyt.<\/p>\n<p>Ide\u00e1lis megold\u00e1s, ha MiniCRM adatok alapj\u00e1n Google T\u00e1bl\u00e1zatban sz\u00e1m\u00edt\u00e1sokat v\u00e9gzel, majd annak eredm\u00e9ny\u00e9t a b\u0151v\u00edtm\u00e9ny seg\u00edts\u00e9g\u00e9vel gyorsan \u00e9s k\u00f6nnyen vissza szeretn\u00e9d szinkroniz\u00e1lni MiniCRM adatlapra!<\/p>\n<div class=\"alert alert-danger\">A funkci\u00f3 haszn\u00e1lat\u00e1hoz API kulcs gener\u00e1l\u00e1s sz\u00fcks\u00e9ges, melyet a\u00a0<em>MiniCRM REST APIs + XML szinkroniz\u00e1ci\u00f3\u00a0<\/em>kieg\u00e9sz\u00edt\u0151 bekapcsol\u00e1sa ut\u00e1n tehetsz meg:<br \/>\nhttps:\/\/www.minicrm.hu\/help\/elofizetes-beallitasai\/<\/div>\n<p><a href=\"https:\/\/www.youtube.com\/watch?v=NJaOWPFJNng&amp;feature=youtu.be\" target=\"blank\">N\u00e9zd meg a be\u00e1ll\u00edt\u00e1sokat vide\u00f3n<\/a>!<\/p>\n<h3 id=\"Hozzadslpsei\">T\u00e1bl\u00e1zat \u00f6ssze\u00e1ll\u00edt\u00e1sa<\/h3>\n<ul>\n<li><strong>1. K\u00e9sz\u00edts egy m\u00e1solatot a k\u00f6vetkez\u0151 t\u00e1bl\u00e1zatr\u00f3l:<\/strong><a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1rU4MIanD6xPVCdDa4_I7sWG6wb3hksFX-zt6b7o71Ak\/edit?usp=sharing\"> https:\/\/docs.google.com\/spreadsheets\/d\/1rU4MIanD6xPVCdDa4_I7sWG6wb3hksFX-zt6b7o71Ak\/edit?usp=sharing<\/a><\/li>\n<li><strong>2. T\u00f6ltsd le a MiniCRM Sync b\u0151v\u00edtm\u00e9nyt: <\/strong>Google Sheet-ben az Add-ons \/ Get Add-ons men\u00fcpontra kattintva \u00e9s a MiniCRM sz\u00f3ra keresve.\u00a0Ha telep\u00edtetted az elej\u00e9n a b\u0151v\u00edtm\u00e9nyt, akkor most az &#8220;Add-ons&#8221; men\u00fcpontban l\u00e1tni fogod a MiniCRM b\u0151v\u00edtm\u00e9nyt, \u00e9s azon bel\u00fcl a &#8220;Set SystemId&#8221; \u00e9s &#8220;Set API Key&#8221; be\u00e1ll\u00edt\u00e1si lehet\u0151s\u00e9geket.<\/li>\n<li><strong>3. \u00c1ll\u00edtsd be a rendszer azonos\u00edt\u00f3d \u00e9s a l\u00e9trehozott API kulcsot a Google t\u00e1bl\u00e1zatban\u00a0<\/strong>a b\u0151v\u00edtm\u00e9nyek ezen bel\u00fcl MiniCRM Sync almen\u00fcben.\n<ul>\n<li><strong>SystemId<\/strong>-dat legk\u00f6nnyebben a b\u00f6ng\u00e9sz\u0151d c\u00edmsor\u00e1ban l\u00e9v\u0151 MiniCRM-es linkb\u0151l tudod kihal\u00e1szni. pl:\u00a0<em>https:\/\/r3.minicrm.hu\/<strong>31177<\/strong>\/#!TodayView<\/em>; innen l\u00e1tszik, hogy a rendszer azonos\u00edt\u00f3m <strong>31177<\/strong>.<\/li>\n<li><strong>API kulcsod\u00a0<\/strong>l\u00e9tez\u0151 eset\u00e9n k\u00e9rd el az adminisztr\u00e1tor felhaszn\u00e1l\u00f3t\u00f3l, vagy gener\u00e1ljatok \u00fajat \u00e9s haszn\u00e1lj\u00e1tok azt. Vigy\u00e1zat, ha m\u00e1r van l\u00e9tez\u0151 API kulcs, amit valahol haszn\u00e1lsz is \u00e9s most \u00fajat gener\u00e1lsz, a kor\u00e1bban be\u00e1ll\u00edtott API kulcsok semmiss\u00e9 v\u00e1lnak.<\/li>\n<\/ul>\n<\/li>\n<li><strong>4. V\u00e1lassz egy a MiniCRM-ben l\u00e9trehozott sz\u0171r\u0151t<\/strong> Google T\u00e1bl\u00e1zatra megosztva, vagy csin\u00e1lj ak\u00e1r egy teljesen \u00faj sz\u0171r\u0151t \u00e9s oszd meg! A sz\u0171r\u0151dben az &#8220;Adatlap URL&#8221; mez\u0151 mindenk\u00e9pp legyen benne (sz\u0171r\u0151 t\u00e1bl\u00e1zatos n\u00e9zet\u00e9ben &#8220;mez\u0151 hozz\u00e1ad\u00e1s\u00e1val&#8221; hozz\u00e1adhatod), mert ez alapj\u00e1n tudja a b\u0151v\u00edtm\u00e9ny a visszat\u00f6lt\u00e9shez sz\u00fcks\u00e9ges beazonos\u00edt\u00e1st elv\u00e9gezni.<\/li>\n<li><strong>5. Szinkroniz\u00e1lhatod az adatokat a MiniCRM be:\u00a0 <\/strong>Ha minden be\u00e1ll\u00edt\u00e1st elv\u00e9gezt\u00e9l \u00e9s van is adat, amit &#8220;visszal\u00f6kn\u00e9l&#8221; MiniCRM adatlap mez\u0151be, akkor haszn\u00e1ld ugyanitt a &#8220;Sync to MiniCRM&#8221; parancsot.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>Az &#8220;Id&#8221; oszlopodhoz ennek a f\u00fcggv\u00e9nynek a seg\u00edts\u00e9g\u00e9vel kapod meg magukat a sz\u00fcks\u00e9ges azonos\u00edt\u00f3kat, a Google T\u00e1bl\u00e1zat nyelv\u00e9t\u0151l f\u00fcgg\u0151en<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li><strong>Angol<\/strong>\u00a0t\u00e1bl\u00e1zat eset\u00e9n haszn\u00e1ld ezt:<code>=IF(FromMiniCRM!B2&lt;&gt;\"\",REGEXEXTRACT(FromMiniCRM!B2,\"[^\/]+$\"),0)<\/code><\/li>\n<li><strong>Magyar<\/strong> t\u00e1bl\u00e1zat eset\u00e9n haszn\u00e1ld ezt:<code>=HA(FromMiniCRM!B2&lt;&gt;\"\";REGEXEXTRACT(FromMiniCRM!B2;\"[^\/]+$\");0)<\/code><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2>Mire ad megold\u00e1st?<\/h2>\n<p>Ha jobban belem\u00e9lyedsz, vil\u00e1goss\u00e1 v\u00e1lik, hogy ez nagyon sok mindenre adhat megold\u00e1st. B\u00e1rmilyen sz\u00e1m\u00edt\u00e1st v\u00e9gzel, riportot csin\u00e1lsz stb, ha azt a v\u00e9gs\u0151 adatot, amit a v\u00e9g\u00e9n vissza akarsz szinkroniz\u00e1lni a megfelel\u0151 helyre teszed (le\u00edrtak szerint), akkor hat\u00e1r a csillagos \u00e9g.<\/p>\n<div class=\"alert alert-danger\">A Google r\u00e9sz\u00e9r\u0151l alkalmazott id\u0151korl\u00e1t miatt a t\u00e1bl\u00e1zatb\u00f3l k\u00f6r\u00fclbel\u00fcl 100 sort tudsz legfeljebb visszaszinkroniz\u00e1lni a MiniCRM-be.<\/div>\n<p>Term\u00e9szetesen a megold\u00e1s nem csak sz\u00e1mokat kezel, f\u00e1jl mez\u0151 kiv\u00e9tel\u00e9vel az \u00f6sszes t\u00edpus\u00fa mez\u0151t szinkroniz\u00e1lhatod (csak olvashat\u00f3t is), csak a megfelel\u0151 form\u00e1tumot kell haszn\u00e1lnod Google Sheeten:<\/p>\n<ul>\n<li>Leg\u00f6rd\u00fcl\u0151 lista:\u00a0 pl. Els\u0151 v\u00e1laszt\u00e1si lehet\u0151s\u00e9g\u00a0 (l\u00e9nyeg, hogy karakterre pontosan ugyanaz az \u00e9rt\u00e9k (ak\u00e1r bet\u0171k, ak\u00e1r sz\u00e1mok) szerepeljen, amilyen \u00e9rt\u00e9ked van az adatlapon abban a leg\u00f6rd\u00fcl\u0151 list\u00e1ban)<\/li>\n<li>Jel\u00f6l\u0151n\u00e9gyzetek: pl. Els\u0151 v\u00e1laszt\u00e1si lehet\u0151s\u00e9g, M\u00e1sodik v\u00e1laszt\u00e1si lehet\u0151s\u00e9g\u00a0 (l\u00e9nyeg, hogy szint\u00e9n karakterre pontosan ugyanaz a tartalom legyen, csak ez esetben &#8220;,&#8221;-vel elv\u00e1lasztva t\u00f6bbet is megadhatsz<\/li>\n<li>Sz\u00f6veg: pl. Valami 123.\u00a0 (b\u00e1rmi megadhatsz, sz\u00f6veg form\u00e1tumk\u00e9nt kezelj\u00fck)<\/li>\n<li>Sz\u00f6vegdoboz: pl.\u00a0Valami 123.\u00a0 (b\u00e1rmi megadhatsz, sz\u00f6veg form\u00e1tumk\u00e9nt kezelj\u00fck)<\/li>\n<li>D\u00e1tum \u00e9s id\u0151: pl. 2018-12-01\u00a0 (form\u00e1tum\u00e9rz\u00e9keny, csak \u00edgy m\u0171k\u00f6dik)<\/li>\n<li>Eg\u00e9sz sz\u00e1m: pl. 234 (ha null\u00e1t szeretn\u00e9l visszaszinkroniz\u00e1lni, id\u00e9z\u0151jelek k\u00f6z\u00e9 kell tenned k\u00e9plettel: =&#8221;0&#8243;).<\/li>\n<li>T\u00f6rtsz\u00e1m: pl. 23.45\u00a0 (form\u00e1tum\u00e9rz\u00e9keny, csak &#8220;.&#8221;-tal m\u0171k\u00f6dik, a 0-\u00e1t id\u00e9z\u0151jelek k\u00f6z\u00e9 kell tenned k\u00e9plettel: =&#8221;0&#8243;).<\/li>\n<li>F\u00e1jl mez\u0151: Ezzel a m\u00f3dszerrel nem tudsz f\u00e1jlokat felt\u00f6lteni.<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>J\u00f3 munk\u00e1t!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Mit tud a MiniCRM Sync b\u0151v\u00edtm\u00e9ny? A &#8220;MiniCRM sync&#8221; Google Sheet b\u0151v\u00edtm\u00e9nyt neked tal\u00e1lt\u00e1k ki, ha gyorsan \u00e9s egyszer\u0171en szeretn\u00e9l adatokat visszajuttatni MiniCRM adatlapodra. Ha van olyan MiniCRM sz\u0171r\u0151d, amit &#8220;kirakt\u00e1l&#8221; Google Sheet-re \u00e9s az ott sz\u00e1m\u00edtott adatokat gyorsan visszajuttatn\u00e1d MiniCRM-be, akkor t\u00f6ltsd le a &#8220;MiniCRM Sync&#8221; n\u00e9vre hallgat\u00f3 Google Sheet b\u0151v\u00edtm\u00e9nyt. Ide\u00e1lis megold\u00e1s, ha [&hellip;]<\/p>\n","protected":false},"author":36,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2385,2292,2303,2061],"tags":[254],"class_list":["post-29697","post","type-post","status-publish","format-standard","hentry","category-adatrogzites-es-letoltes","category-beepitett-es-egyedi-riportok","category-egyedi-riport-osszeallitas","category-export-adatkimentes","tag-project-hu"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Adatszinkroniz\u00e1l\u00e1s Google Sheet-b\u0151l MiniCRM-be (MiniCRM sync) - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Mit tud a MiniCRM Sync b\u0151v\u00edtm\u00e9ny? 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