{"id":530,"date":"2017-02-27T15:13:53","date_gmt":"2017-02-27T14:13:53","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=530"},"modified":"2024-12-05T08:55:09","modified_gmt":"2024-12-05T07:55:09","slug":"hogyan-tudom-kimenteni-az-adatokat-minicrmbol","status":"publish","type":"post","link":"https:\/\/www.minicrm.hu\/help\/hogyan-tudom-kimenteni-az-adatokat-minicrmbol\/","title":{"rendered":"Hogyan tudom kimenteni az adatokat MiniCRM-b\u0151l?"},"content":{"rendered":"
Ezzel a funkci\u00f3val a MiniCRM-ben tal\u00e1lhat\u00f3 adatlapokat \u00e9s a kapcsolattart\u00f3kat tudod export\u00e1lni Excel t\u00e1bl\u00e1zatba XLS fom\u00e1tumban.<\/div>\n
Ehhez Adminisztr\u00e1tor jogosults\u00e1gra\u00a0van sz\u00fcks\u00e9ged!<\/div>\n

1.) K\u00e9sz\u00edts egy sz\u0171r\u0151t, ami azokat az adatlapokat, illetve a hozz\u00e1juk tartoz\u00f3 C\u00e9geket \/ Kapcsolattart\u00f3kat tartalmazza, amiket le szeretn\u00e9l menteni, majd mentsd el.<\/h3>\n

\"\"<\/p>\n

2.) Kattints a Ment\u00e9s F\u00e1jlba<\/em> gombra, majd az\u00a0Adatlapok ment\u00e9se<\/em>\u00a0Excel t\u00e1bl\u00e1zatba-gombra<\/em>.<\/h3>\n
Ekkor egyb\u0151l elindul a let\u00f6lt\u00e9s, amiben egy sor egy adatlap adatait, az adatlaphoz tartoz\u00f3 c\u00e9get (ha van) \u00e9s egy kapcsolattart\u00f3t tartalmaz.<\/div>\n

\"\"<\/p>\n

3.) A c\u00e9ghez tartoz\u00f3 \u00f6sszes kapcsolattart\u00f3 adat\u00e1nak ment\u00e9s\u00e9hez a Kapcsolatok ment\u00e9se Excel t\u00e1bl\u00e1zatba opci\u00f3t v\u00e1laszd<\/em>.<\/h3>\n

\"\"<\/p>\n

F\u00e1jlok let\u00f6lt\u00e9se<\/h2>\n

Az adatlapokon f\u00e1jlmez\u0151kben t\u00e1rolt f\u00e1jlokat, dokumentumokat is let\u00f6ltheted a rendszerb\u0151l a sz\u0171r\u0151 seg\u00edts\u00e9g\u00e9vel, p\u00e9ld\u00e1ul aj\u00e1nlatok, helysz\u00edni fot\u00f3k, szerz\u0151d\u00e9sek stb. Ha az \u00f6sszes, adatlapokon szerepl\u0151 f\u00e1jlt szeretn\u00e9d let\u00f6lteni haszn\u00e1lhatsz egyszer\u0171 sz\u0171r\u0151t a fentiek szerint, majd v\u00e1laszd az Adatlapi f\u00e1jlok let\u00f6lt\u00e9se opci\u00f3t!<\/p>\n

\"\"<\/p>\n

Viszont amennyiben nem az \u00f6sszes felt\u00f6lt\u00f6tt f\u00e1jlt, hanem csak egy-egy mez\u0151 tartalm\u00e1t szeretn\u00e9d t\u00f6megesen let\u00f6lteni k\u00f6vesd az al\u00e1bbi l\u00e9p\u00e9seket:<\/p>\n

1.) K\u00e9sz\u00edts egy sz\u0171r\u0151t, mentsd el \u00e9s kattints a t\u00e1bl\u00e1zat ikonra a tal\u00e1lat sz\u00e1ml\u00e1l\u00f3 mellett!<\/h3>\n

\"\"<\/h3>\n

2.) A “Mez\u0151 hozz\u00e1ad\u00e1sa” gombra kattintva add hozz\u00e1 a sz\u0171r\u0151h\u00f6z azokat a f\u00e1jlmez\u0151ket amiknek a tartalm\u00e1t export\u00e1lni szeretn\u00e9d!<\/h3>\n

\"\"<\/h3>\n

3.) Kattints a Ment\u00e9s f\u00e1jlba gombra \u00e9s v\u00e1laszd az Adatlapi f\u00e1jlok let\u00f6lt\u00e9se lehet\u0151s\u00e9get!<\/h3>\n

\"\"<\/h3>\n

Ezzel a m\u00f3dszerrel az \u00f6sszes, kiv\u00e1lasztott f\u00e1jlmez\u0151be felt\u00f6lt\u00f6tt dokumentumot ZIP form\u00e1tumban elk\u00fcldj\u00fck automatikusan emailben.<\/p>\n

Teend\u0151k export\u00e1l\u00e1sa<\/h2>\n

A fenti l\u00e9p\u00e9sekkel a term\u00e9kben l\u00e9v\u0151 adatlapok, vagy a kapcsolatok ker\u00fclnek az export\u00e1lt t\u00e1bl\u00e1zatba.<\/p>\n

Van lehet\u0151s\u00e9g az adatlapi teend\u0151ket is tartalmaz\u00f3 export k\u00e9sz\u00edt\u00e9sre, err\u0151l b\u0151vebben ebben a le\u00edr\u00e1sunkban<\/span><\/a><\/strong> olvashatsz.<\/p>\n

Egy adott term\u00e9kben l\u00e9v\u0151 \u00f6sszes adatlap ment\u00e9se.<\/h2>\n

1.) K\u00e9sz\u00edts egy\u00a0sz\u0171r\u0151t, amely nem tartalmaz\u00a0egy felt\u00e9telt\u00a0sem, ez\u00e1ltal az \u00f6sszes adatlap benne lesz a sz\u0171r\u0151ben tal\u00e1latk\u00e9nt, amely az adott term\u00e9kben van.<\/h3>\n

\"\"<\/p>\n

 <\/p>\n

2.) Mentsd el a sz\u0171r\u0151t.<\/h3>\n

\"\"<\/p>\n

 <\/p>\n

3.) Kattints a Ment\u00e9s F\u00e1jlba<\/em> gombra, majd v\u00e1laszd a ment\u00e9s Excel t\u00e1bl\u00e1zatba<\/em> opci\u00f3t.<\/h3>\n

\"\"<\/p>\n

 <\/p>\n

<\/div>\n
1000 db adatlap alatt .XLS form\u00e1tumban kapod meg a f\u00e1jlt, 1000 db felett .CSV-ben.<\/div>\n
Ha 25 000 adatlapn\u00e1l t\u00f6bbet szeretn\u00e9l lementeni, akkor nem akad\u00e1lyozzuk a munk\u00e1d a feldolgoz\u00e1ssal, hanem elk\u00fcldj\u00fck email-ben, amikor v\u00e9gezt\u00fcnk, \u00e9s addig nyugodtan tudsz dolgozni.<\/div>\n
A f\u00e1jlban a d\u00e1tumok form\u00e1tuma d\u00e1tum lesz. A t\u00f6bbi oszlop form\u00e1tuma \u00e1ltal\u00e1nos.<\/div>\n","protected":false},"excerpt":{"rendered":"

Ezzel a funkci\u00f3val a MiniCRM-ben tal\u00e1lhat\u00f3 adatlapokat \u00e9s a kapcsolattart\u00f3kat tudod export\u00e1lni Excel t\u00e1bl\u00e1zatba XLS fom\u00e1tumban. Ehhez Adminisztr\u00e1tor jogosults\u00e1gra\u00a0van sz\u00fcks\u00e9ged! 1.) K\u00e9sz\u00edts egy sz\u0171r\u0151t, ami azokat az adatlapokat, illetve a hozz\u00e1juk tartoz\u00f3 C\u00e9geket \/ Kapcsolattart\u00f3kat tartalmazza, amiket le szeretn\u00e9l menteni, majd mentsd el. 2.) Kattints a Ment\u00e9s F\u00e1jlba gombra, majd az\u00a0Adatlapok ment\u00e9se\u00a0Excel t\u00e1bl\u00e1zatba-gombra. Ekkor egyb\u0151l […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2385,2061],"tags":[],"class_list":["post-530","post","type-post","status-publish","format-standard","hentry","category-adatrogzites-es-letoltes","category-export-adatkimentes"],"yoast_head":"\nHogyan tudom kimenteni az adatokat MiniCRM-b\u0151l? - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Ezzel a funkci\u00f3val a MiniCRM-ben tal\u00e1lhat\u00f3 adatlapokat \u00e9s a kapcsolattart\u00f3kat tudod export\u00e1lni Excel t\u00e1bl\u00e1zatba XLS fom\u00e1tumban. 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