{"id":518,"date":"2017-02-27T15:11:11","date_gmt":"2017-02-27T14:11:11","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=518"},"modified":"2024-11-26T11:32:41","modified_gmt":"2024-11-26T10:32:41","slug":"mire-erdemes-figyelni-betoltes-elott","status":"publish","type":"post","link":"https:\/\/www.minicrm.hu\/help\/mire-erdemes-figyelni-betoltes-elott\/","title":{"rendered":"Mire \u00e9rdemes figyelni a bet\u00f6lt\u00e9s el\u0151tt?"},"content":{"rendered":"<h2>T\u00e1bl\u00e1zat fejl\u00e9ce<\/h2>\n<p>Ez alapj\u00e1n fogja a MiniCRM megtal\u00e1lni, milyen mez\u0151ket szeretn\u00e9l\u00a0felt\u00f6lteni adatokkal a rendszerben.<\/p>\n<div class=\"alert alert-danger\">Javasoljuk, hogy els\u0151 k\u00f6rben a bet\u00f6lt\u00e9st a t\u00e1bl\u00e1zat fejl\u00e9c\u00e9vel \u00e9s egy-k\u00e9t pr\u00f3ba sorral (adatlappal) v\u00e9gezd el, hogy bizonyosan az \u00e1ltalad k\u00edv\u00e1nt m\u00f3don ker\u00fcljenek be az adatok! Ha a v\u00e9geredm\u00e9ny megfelel\u0151, akkor \u00e9rdemes elv\u00e9gezni a teljes adatbet\u00f6lt\u00e9st a t\u00e1bl\u00e1zattal<\/div>\n<div class=\"alert alert-info\"><strong>4 f\u00e9le adat lehet: Adatlap, C\u00e9g, Szem\u00e9ly, C\u00edm <a href=\"https:\/\/www.minicrm.hu\/help\/adatok-importalasa-excelbol-tobb-kapcsolattarto-eseten\/\">(szem\u00e9lyb\u0151l \u00e9s c\u00edmb\u0151l t\u00f6bbet is bet\u00f6lthetsz egy c\u00e9ghez)<\/a><\/strong><\/div>\n<ul>\n<li>Ha c\u00e9gnevet szeretn\u00e9l bet\u00f6lteni, akkor \u00edgy add meg a c\u00e9gn\u00e9v oszlop fejl\u00e9c\u00e9t: <strong>C\u00e9g: C\u00e9gn\u00e9v<\/strong><\/li>\n<li>Ha min\u0151s\u00edt\u00e9st szeretn\u00e9l bet\u00f6lteni az adatlaphoz, akkor \u00edgy add meg: Adatlap: <strong>Min\u0151s\u00edt\u00e9s<\/strong><\/li>\n<li>Ha szem\u00e9ly\/kapcsolattart\u00f3 email c\u00edm\u00e9t szeretn\u00e9d bet\u00f6lteni, akkor \u00edgy add meg: <strong>Adatlap: Email<\/strong><\/li>\n<li>Ha v\u00e1rost\u00a0szeretn\u00e9l bet\u00f6lteni, akkor \u00edgy add meg: <strong>C\u00edm1: Telep\u00fcl\u00e9s<\/strong><\/li>\n<\/ul>\n<div class=\"alert alert-info\">Itt egy <a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/MiniCRM_Import_Minta_AutoSalesV3.xlsx\">Mintaf\u00e1jl<\/a>, amit \u00e9rdemes haszn\u00e1lnod!<\/div>\n<h2>Sorok fel\u00e9p\u00edt\u00e9se<\/h2>\n<p><strong>Egy sor = egy \u00fcgyf\u00e9l.\u00a0<\/strong><\/p>\n<p>\u00dcgyelj arra, hogy egy c\u00e9g\/szem\u00e9ly csak egy sorban szerepeljen, egy\u00e9b esetben \u00f6sszekeveredhetnek az adatok.<\/p>\n<h2>Oszlopok\u00a0fel\u00e9p\u00edt\u00e9se<\/h2>\n<p><strong>Egy oszlop = egy adat<\/strong><\/p>\n<p>\u00dcgyelj arra, hogy az \u00fcgyfeleidhez tartoz\u00f3 adatok (n\u00e9v, email c\u00edm, telefonsz\u00e1m stb.) csak egy sorban szerepeljenek.<\/p>\n<h2>Email c\u00edmek<\/h2>\n<p>Csak helyes form\u00e1tumban szerepeljenek az email c\u00edmek a t\u00e1bl\u00e1zatban, egy\u00e9b esetben azt a sort nem tudod bet\u00f6lteni.<\/p>\n<h2 id=\"legorduloesjelolo\">Leg\u00f6rd\u00fcl\u0151 list\u00e1k \u00e9s Jel\u00f6l\u0151n\u00e9gyzet felt\u00f6lt\u00e9se<\/h2>\n<p>Ezekn\u00e9l a mez\u0151kn\u00e9l csak olyan \u00e9rt\u00e9ket tudsz bet\u00f6lteni, ami karakterre megegyezik a MiniCRM-ben l\u00e9v\u0151 mez\u0151\u00e9rt\u00e9kkel.<\/p>\n<p>Leggyakrabban haszn\u00e1lt ilyen mez\u0151 a <strong>Szem\u00e9ly Beoszt\u00e1s<\/strong>. Ebben el\u0151re megadott \u00e9rt\u00e9kek vannak, p\u00e9ld\u00e1ul <strong>C\u00e9gvezet\u0151<\/strong>.<\/p>\n<ul>\n<li>Helyes \u00e9rt\u00e9k: C\u00e9gvezet\u0151<\/li>\n<li>Helytelen \u00e9rt\u00e9k: c\u00e9gvezet\u0151, cegvezeto, ceg vezeto<\/li>\n<\/ul>\n<div class=\"alert alert-danger\">\u00dcgyelj arra, hogy karakterre egyezzenek a bet\u00f6ltend\u0151 adatok a MiniCRM-ben l\u00e9v\u0151 adatokkal.<\/div>\n<h2>D\u00e1tum mez\u0151<\/h2>\n<p>A\u00a0t\u00e1bl\u00e1zatban l\u00e9v\u0151 d\u00e1tumoknak ilyen form\u00e1tum\u00fanak kell lenni\u00fck:\u00a0\u00e9\u00e9\u00e9\u00e9-hh-nn \u00f3\u00f3:pp, azaz 2017-08-10 13:00<\/p>\n<h2>Sz\u00e1m mez\u0151<\/h2>\n<p>A k\u00e9plet egyszer\u0171: Eg\u00e9sz sz\u00e1mokat tudsz bet\u00f6lteni. \ud83d\ude42<\/p>\n","protected":false},"excerpt":{"rendered":"<p>T\u00e1bl\u00e1zat fejl\u00e9ce Ez alapj\u00e1n fogja a MiniCRM megtal\u00e1lni, milyen mez\u0151ket szeretn\u00e9l\u00a0felt\u00f6lteni adatokkal a rendszerben. Javasoljuk, hogy els\u0151 k\u00f6rben a bet\u00f6lt\u00e9st a t\u00e1bl\u00e1zat fejl\u00e9c\u00e9vel \u00e9s egy-k\u00e9t pr\u00f3ba sorral (adatlappal) v\u00e9gezd el, hogy bizonyosan az \u00e1ltalad k\u00edv\u00e1nt m\u00f3don ker\u00fcljenek be az adatok! Ha a v\u00e9geredm\u00e9ny megfelel\u0151, akkor \u00e9rdemes elv\u00e9gezni a teljes adatbet\u00f6lt\u00e9st a t\u00e1bl\u00e1zattal 4 f\u00e9le adat [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2057,2385],"tags":[],"class_list":["post-518","post","type-post","status-publish","format-standard","hentry","category-adatbetoltes","category-adatrogzites-es-letoltes"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Mire \u00e9rdemes figyelni a bet\u00f6lt\u00e9s el\u0151tt? - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"T\u00e1bl\u00e1zat fejl\u00e9ce Ez alapj\u00e1n fogja a MiniCRM megtal\u00e1lni, milyen mez\u0151ket szeretn\u00e9l\u00a0felt\u00f6lteni adatokkal a rendszerben. 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