{"id":62,"date":"2017-02-27T09:10:30","date_gmt":"2017-02-27T08:10:30","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=62"},"modified":"2026-03-20T16:32:33","modified_gmt":"2026-03-20T15:32:33","slug":"hogyan-mukodik-az-adatbetoltes","status":"publish","type":"post","link":"https:\/\/www.minicrm.hu\/help\/hogyan-mukodik-az-adatbetoltes\/","title":{"rendered":"Adatbet\u00f6lt\u00e9s"},"content":{"rendered":"<h3 id=\"35\" style=\"text-align: left;\">Tartalomjegyz\u00e9k:<\/h3>\n<ol>\n<li style=\"text-align: left;\"><a href=\"#1\">Adatbet\u00f6lt\u00e9s Excel t\u00e1bl\u00e1zatb\u00f3l<\/a><\/li>\n<li style=\"text-align: left;\"><a href=\"#2\">Adatbet\u00f6lt\u00e9s m\u00e1sol\u00e1ssal<\/a><\/li>\n<li style=\"text-align: left;\"><a href=\"#3\">Adatbet\u00f6lt\u00e9s t\u00f6bb kapcsolattart\u00f3 eset\u00e9ben<\/a><\/li>\n<li><a href=\"#4\">Adatbet\u00f6lt\u00e9s sz\u00e9ls\u0151s\u00e9ges esetei<\/a><\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<p>A\u00a0<em>Bet\u00f6lt\u00e9s f\u00e1jlb\u00f3l<\/em> funkci\u00f3val XLS, XLSX, ODS, CSV vagy ZIP form\u00e1tumban megl\u00e9v\u0151 \u00fcgyf\u00e9ladatb\u00e1zisodat bet\u00f6ltheted a MiniCRM-be.<\/p>\n<div class=\"alert alert-danger\">Ehhez\u00a0adminisztr\u00e1tori jogosults\u00e1gra\u00a0van sz\u00fcks\u00e9ged!<\/div>\n<div class=\"alert alert-info\">A felt\u00f6lthet\u0151 f\u00e1jl m\u00e9rete <strong>xls, xlsx<\/strong> kiterjeszt\u00e9sben 4MB (4096KB), <strong>csv<\/strong> kiterjeszt\u00e9sben 8MB(8192KB).<\/div>\n<h1>Norm\u00e1l adatbet\u00f6lt\u00e9s l\u00e9p\u00e9sr\u0151l l\u00e9p\u00e9sre Excel eset\u00e9ben (vide\u00f3s \u00fatmutat\u00f3):<\/h1>\n<p><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/videoseries?list=PL0QMRW7IaEGJ60hFfRZKoSmoI1S_rQTiE\" width=\"800\" height=\"415\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><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<h2 id=\"1\">A t\u00e1bl\u00e1zat el\u0151k\u00e9sz\u00edt\u00e9se:<\/h2>\n<p>A t\u00e1bl\u00e1zat kialak\u00edt\u00e1s\u00e1hoz k\u00e9sz\u00edts egy <strong><a href=\"https:\/\/www.minicrm.hu\/help\/hogyan-tudom-kimenteni-az-adatokat-minicrmbol\/#excel-export\">adatlapi Excel exportot<\/a><\/strong> a term\u00e9kb\u0151l, amibe szeretn\u00e9l majd bet\u00f6lteni\u00a0 adatot. (Amennyiben \u00faj term\u00e9ket k\u00e9sz\u00edtett\u00e9l, adj hozz\u00e1\u00a0 egy teszt adatlapot, amit a k\u00e9s\u0151bbiekben szabadon t\u00f6r\u00f6lhetsz)<\/p>\n<div class=\"alert alert-info\">A let\u00f6lt\u00f6tt Excel fejl\u00e9ce tartalmazni fogja a sikeres importhoz sz\u00fcks\u00e9ges mez\u0151ket. A t\u00e1bl\u00e1zatb\u00f3l t\u00f6r\u00f6ld ki az <strong>els\u0151 oszlopot<\/strong>. Ebben tal\u00e1lhat\u00f3 az <strong>adatlap azonos\u00edt\u00f3ja<\/strong>, amire \u00faj adatlap bet\u00f6lt\u00e9s\u00e9n\u00e9l <strong>nem lesz sz\u00fcks\u00e9ged<\/strong>.<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-54570\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Screenshot-2024-09-23-at-7.59.12-300x138.png\" alt=\"\" width=\"920\" height=\"423\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Screenshot-2024-09-23-at-7.59.12-300x138.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Screenshot-2024-09-23-at-7.59.12-1024x471.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Screenshot-2024-09-23-at-7.59.12-768x353.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Screenshot-2024-09-23-at-7.59.12-1536x707.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Screenshot-2024-09-23-at-7.59.12-2048x942.png 2048w\" sizes=\"auto, (max-width: 920px) 100vw, 920px\" \/><\/p>\n<h2>A t\u00e1bl\u00e1zat fel\u00e9p\u00edt\u00e9se:<\/h2>\n<ul>\n<li>A t\u00e1bl\u00e1zat fejl\u00e9ce tartalmazza azokat a mez\u0151ket, amiket MiniCRM-be fel szeretn\u00e9l t\u00f6lteni.<\/li>\n<li>Egy sor: egy \u00fcgyf\u00e9l<\/li>\n<li>Egy oszlop: egy adata az \u00fcgyf\u00e9lnek<\/li>\n<li>\n<div>Ha c\u00e9geket t\u00f6ltesz be a C\u00e9g nev\u00e9t, ha szem\u00e9lyeket t\u00f6ltesz be, akkor a szem\u00e9ly nev\u00e9t <strong>k\u00f6telez\u0151<\/strong> megadnod!<\/div>\n<\/li>\n<\/ul>\n<div><\/div>\n<div class=\"alert alert-info\">Megy\u00e9k import\u00e1l\u00e1sa eset\u00e9n a\u00a0rendszer ellen\u0151rzi, hogy l\u00e9tez\u0151 megy\u00e9t pr\u00f3b\u00e1lsz-e felt\u00f6lteni. Ez\u00e9rt fontos, hogy mindig t\u00f6ltsd be az orsz\u00e1got is a megy\u00e9k felt\u00f6lt\u00e9se eset\u00e9n, mert a rendszer ennek alapj\u00e1n valid\u00e1lja, hogy val\u00f3s megy\u00e9t pr\u00f3b\u00e1lsz-e import\u00e1lni. Teh\u00e1t Egy \u00faj &#8220;C\u00edm1: Orsz\u00e1g&#8221; oszlopba fel kell venni a &#8220;Magyarorsz\u00e1g&#8221; sz\u00f3t minden \u00fcgyf\u00e9ln\u00e9l \u00e9s a megye bet\u00f6lt\u00e9se is sikeres lesz.<\/div>\n<div class=\"alert alert-info\">A mez\u0151k strukt\u00far\u00e1j\u00e1t, tulajdons\u00e1g\u00e1t figyelembe v\u00e9ve kell felvinni n\u00e9h\u00e1ny adatot. Karakterpontos meghat\u00e1roz\u00e1s sz\u00fcks\u00e9ges, kis- \u00e9s nagybet\u0171k figyelembev\u00e9tel\u00e9vel.<\/div>\n<h2 id=\"Importlslpsei\">N\u00e9zz\u00fck l\u00e9p\u00e9sr\u0151l l\u00e9p\u00e9sre:<\/h2>\n<h3>1.) Kattints arra a <em>term\u00e9k<\/em>re a men\u00fcben amelybe adatokat szeretn\u00e9l bet\u00f6lteni.<\/h3>\n<h3>2.) Az \u00faj adatlap gomb mellett kattints a lefel\u00e9 mutat\u00f3 ny\u00edlra\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-758\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/betoltesgomb.png\" alt=\"betoltes-gomb\" width=\"24\" height=\"30\" \/>, ut\u00e1na a <em>Bet\u00f6lt\u00e9s f\u00e1jlb\u00f3l<\/em>\u00a0gombra.<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-54576\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Screenshot-2024-09-23-at-8.00.34-300x139.png\" alt=\"\" width=\"915\" height=\"424\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Screenshot-2024-09-23-at-8.00.34-300x139.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Screenshot-2024-09-23-at-8.00.34-1024x473.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Screenshot-2024-09-23-at-8.00.34-768x355.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Screenshot-2024-09-23-at-8.00.34-2048x946.png 2048w\" sizes=\"auto, (max-width: 915px) 100vw, 915px\" \/><\/p>\n<h3>3.) A <em>Kattints vagy h\u00fazd ide a f\u00e1jlt<\/em>\u00a0gombbal\u00a0tall\u00f3zd a t\u00e1bl\u00e1zatot.<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"img-responsive alignnone wp-image-48905 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.38.36-1.png\" alt=\"\" width=\"2214\" height=\"814\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.38.36-1.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.38.36-1-300x110.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.38.36-1-1024x376.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.38.36-1-768x282.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.38.36-1-1536x565.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.38.36-1-2048x753.png 2048w\" sizes=\"auto, (max-width: 2214px) 100vw, 2214px\" \/><\/p>\n<h3 id=\"negyediklepes\">4.) Felt\u00f6lt\u00e9s be\u00e1ll\u00edt\u00e1sa.<\/h3>\n<p>\u2022 Ha m\u00e9g nincs adat a MiniCRM-edben, akkor j\u00f3l van be\u00e1ll\u00edtva az <a href=\"..\/azonositast-koveto-esemeny\">Azonos\u00edt\u00e1st k\u00f6vet\u0151 esem\u00e9ny<\/a> mez\u0151.<br \/>\n\u2022 Ha m\u00e1r van adat a MiniCRM-edben, akkor \u00e9rdemes be\u00e1ll\u00edtani a <a href=\"..\/azonositast-koveto-esemeny\">Megl\u00e9v\u0151 adatlap m\u00f3dos\u00edt\u00e1sa<\/a> opci\u00f3t. \u00cdgy elker\u00fclheted a duplik\u00e1ci\u00f3kat.<br \/>\n\u2022 Be\u00e1ll\u00edthatod milyen st\u00e1tuszba ker\u00fcljenek a bet\u00f6lt\u00f6tt adatlapok. Amennyiben a t\u00e1bl\u00e1zatod egy oszlop\u00e1ban az Adatlap: St\u00e1tusz fejl\u00e9c alatt hat\u00e1rozod meg a st\u00e1tuszokat, ezt a l\u00e9p\u00e9st figyelmen k\u00edv\u00fcl hagyhatod.<br \/>\n\u2022 Ha \u00e9p\u00edtett, akt\u00edv az adatb\u00e1zisod, akkor hagyd bent a pip\u00e1t az <a href=\"https:\/\/www.minicrm.hu\/help\/email-aktivalas-betoltesnel\/\">Email c\u00edmek aktiv\u00e1l\u00e1s\u00e1n\u00e1l<\/a>, egy\u00e9b esetben vedd ki.<br \/>\n\u2022 Olvasd el \u00e9s fogadd el a <a href=\"..\/spam-zero-tolerancia\">SPAM szab\u00e1lyzatunkat<\/a> majd kattints a <em>K\u00f6vetkez\u0151<\/em> gombra.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"img-responsive alignnone wp-image-48884 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.40.56.png\" alt=\"\" width=\"2478\" height=\"1576\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.40.56.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.40.56-300x191.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.40.56-1024x651.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.40.56-768x488.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.40.56-1536x977.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.40.56-2048x1303.png 2048w\" sizes=\"auto, (max-width: 2478px) 100vw, 2478px\" \/><\/p>\n<h3>5.)\u00a0A <em>Mez\u0151 be\u00e1ll\u00edt\u00e1sok<\/em> oldalon l\u00e1thatod, milyen mez\u0151ket tal\u00e1lt meg a MiniCRM a t\u00e1bl\u00e1zat fejl\u00e9cei alapj\u00e1n.<\/h3>\n<div class=\"alert alert-info\">Ha az al\u00e1bbi k\u00e9pen is l\u00e1that\u00f3 hiba\u00fczenet fogad, akkor valamilyen MiniCRM-es mez\u0151 t\u00f6bbsz\u00f6r is ki van v\u00e1lasztva. Vagyis az Excel f\u00e1jlb\u00f3l t\u00f6bb oszlopot is ugyanabba a mez\u0151be pr\u00f3b\u00e1lsz bet\u00f6lteni. A p\u00e9lda eset\u00e9ben &#8220;Szem\u00e9ly1: Keresztn\u00e9v&#8221; mez\u0151 van k\u00e9t esetben is kiv\u00e1lasztva MiniCRM mez\u0151j\u00e9ben.<\/div>\n<div class=\"p1 alert alert-danger\">FONTOS: MiniCRM fel\u00fclet\u00e9n, ha t\u00f6bb mez\u0151nek azonos a neve az adatlapon, importn\u00e1l szint\u00e9n a lenti hiba\u00fczenetet kapod! Teh\u00e1t k\u00fcl\u00f6nb\u00f6z\u0151 n\u00e9vvel l\u00e1sd el az adatlapi mez\u0151ket is!<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-48890 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.42.14.png\" alt=\"\" width=\"2478\" height=\"1128\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.42.14.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.42.14-300x137.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.42.14-1024x466.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.42.14-768x350.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.42.14-1536x699.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.42.14-2048x932.png 2048w\" sizes=\"auto, (max-width: 2478px) 100vw, 2478px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h3>6.) Kattints a <em>K\u00f6vetkez\u0151<\/em> gombra.<\/h3>\n<p><span style=\"color: #000000;\">Ha minden sor feh\u00e9r h\u00e1tter\u0171, akkor minden oszlopot be tudott azonos\u00edtani. N\u00e9zd \u00e1t, hogy a bal oszlopban l\u00e9v\u0151 fejl\u00e9c n\u00e9vhez helyes mez\u0151n\u00e9v tartozik-e a k\u00f6z\u00e9ps\u0151 oszlopban.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"img-responsive alignnone wp-image-48893 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.44.24.png\" alt=\"\" width=\"2478\" height=\"1128\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.44.24.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.44.24-300x137.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.44.24-1024x466.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.44.24-768x350.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.44.24-1536x699.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.44.24-2048x932.png 2048w\" sizes=\"auto, (max-width: 2478px) 100vw, 2478px\" \/><\/p>\n<h3>7.) Adatok tesztel\u00e9se<\/h3>\n<p>A <em>K\u00f6vetkez\u0151<\/em>re kattintva v\u00e9gez egy tesztet a rendszer, hogy milyen adatokat tud bet\u00f6lteni.<\/p>\n<p class=\"p1\">Jelenleg rendszer\u00fcnk <strong>k\u00e9tf\u00e9le<\/strong>\u00a0importtal rendelkezik:<\/p>\n<p class=\"p1\">\u2022 <strong>Hib\u00e1tlan sorok bet\u00f6lt\u00e9se:<br \/>\n<\/strong>Csak azok a sorok ker\u00fclnek import\u00e1l\u00e1sra, amikben nem jelent meg hiba\u00fczenet.<\/p>\n<p class=\"p1\">\u2022 <strong>Import\u00e1lhat\u00f3 sorok bet\u00f6lt\u00e9se:<\/strong><br \/>\nA\u00a0 s\u00e1rga h\u00e1tter\u0171 felki\u00e1lt\u00f3jeles h\u00e1romsz\u00f6ggel\u00a0jelzett t\u00edpus\u00fa sorokat bet\u00f6lti a rendszer, <strong>DE<\/strong> ebben az esetben a hib\u00e1s mez\u0151ket \u00fcresen hagyja a bet\u00f6lt\u00f6tt adatlapokon. Ezeket ut\u00f3lag ki lehet t\u00f6lteni a rendszerben.<\/p>\n<p><strong>Email c\u00edmek tesztel\u00e9se \u00e9s jav\u00edt\u00e1sa: <\/strong><\/p>\n<div id=\"mail\" class=\"p1 alert alert-info\">A MiniCRM ellen\u0151rzi a bet\u00f6lteni k\u00edv\u00e1nt email c\u00edmeket \u00e9s bizonyos egy\u00e9rtelm\u0171 hib\u00e1k eset\u00e9n valid\u00e1l\u00e1st k\u00f6vet\u0151en kijav\u00edtja azokat. Az automatikus email c\u00edm jav\u00edt\u00e1s eseteit az al\u00e1bbi felsorol\u00e1sban tal\u00e1lod.<\/div>\n<ul>\n<li>\u00c9kezet a domain n\u00e9vben. Pl.: info@p\u00e9ldakft.hu helyett, jav\u00edtva: info@peldakft.hu<\/li>\n<li>\u00c9kezet a @ jel el\u0151tti r\u00e9szben. Pl.: p\u00e9ldab\u00e9la@peldakft.hu helyett, jav\u00edtva: peldabela@peldakft.hu<\/li>\n<li>Email c\u00edm hely\u00e9n telefonsz\u00e1m szerepel &#8211; valid telefonsz\u00e1m eset\u00e9n az email c\u00edm \u00fcresen marad, a telefonsz\u00e1m hely\u00e9re ker\u00fcl be az adat<\/li>\n<li>K\u00e9t email c\u00edm szerepel egy mez\u0151ben. Pl.: info@peldakft.hu \/ peldabela@peldakft.hu &#8211; mindk\u00e9t email c\u00edm k\u00fcl\u00f6n-k\u00fcl\u00f6n, ugyanahhoz a szem\u00e9lyhez ker\u00fcl r\u00f6gz\u00edt\u00e9sre<\/li>\n<li>&#8220;@&#8221; jel hi\u00e1nyzik az email c\u00edmb\u0151l. Pl.: peldakftgmail.com helyett, jav\u00edtva: peldakft@gmail.com. A f\u0151bb ismert domainek el\u00e9 automatikusan beilleszti a @ jelet a rendszer<\/li>\n<li>Irrelev\u00e1ns inform\u00e1ci\u00f3 az email c\u00edm cell\u00e1ban. Pl.: P\u00e9lda B\u00e9la, +3612345678 &#8211; ezek az adatok nem ker\u00fclnek bet\u00f6lt\u00e9sre<\/li>\n<li>Extra tartalom a domain n\u00e9v ut\u00e1n. Pl.: info@peldakft.hu_x000D_ &#8211; a domain ut\u00e1ni karakterek t\u00f6rl\u00e9sre ker\u00fclnek<\/li>\n<li>Email c\u00edm helyett weboldal szerepel a cell\u00e1ban. Pl.: www.peldakft.hu &#8211; amennyiben valid weboldal \u00fagy a rendszerben a Weboldal mez\u0151be ker\u00fcl bet\u00f6lt\u00e9sre az adat<\/li>\n<\/ul>\n<p><strong>A k\u00e9t lehet\u0151s\u00e9g k\u00f6z\u00fcl kattints a sz\u00e1modra megfelel\u0151 opci\u00f3ra, majd a Sorok bet\u00f6lt\u00e9se gombra!<\/strong><\/p>\n<div class=\"p1 alert alert-info\">A k\u00f6telez\u0151 mez\u0151kben tal\u00e1lt hib\u00e1kat behajtani tilos\u00a0t\u00e1bl\u00e1val jel\u00f6lj\u00fck \u00e9s ezeket egyik import t\u00edpus eset\u00e9ben <strong>SEM<\/strong> t\u00f6lti be a rendszer.<br \/>\nAz egyes hiba\u00fczenetek jelent\u00e9s\u00e9r\u0151l <span style=\"text-decoration: underline;\"><a href=\"https:\/\/www.minicrm.hu\/help\/mit-jelentenek-a-hibauzenetek\/\">itt olvashatsz<\/a>.<\/span><\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-48896 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.49.13.png\" alt=\"\" width=\"2478\" height=\"1324\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.49.13.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.49.13-300x160.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.49.13-1024x547.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.49.13-768x410.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.49.13-1536x821.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.49.13-2048x1094.png 2048w\" sizes=\"auto, (max-width: 2478px) 100vw, 2478px\" \/><\/p>\n<h3>8.) Import\u00e1l\u00e1st k\u00f6vet\u0151en a Bet\u00f6lt\u00f6tt adatok megtekint\u00e9s\u00e9re kattintva meg is tudod n\u00e9zni a rendszeredbe beker\u00fclt adatokat.<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"img-responsive alignnone wp-image-48899 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.54.30.png\" alt=\"\" width=\"2478\" height=\"1180\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.54.30.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.54.30-300x143.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.54.30-1024x488.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.54.30-768x366.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.54.30-1536x731.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.54.30-2048x975.png 2048w\" sizes=\"auto, (max-width: 2478px) 100vw, 2478px\" \/><\/p>\n<h2><strong>Megszak\u00edt\u00e1s\/ Folytat\u00e1s:<\/strong><\/h2>\n<p class=\"p1\">Abban az esetben, ha import\u00e1l\u00e1s k\u00f6zben az els\u0151 3 l\u00e9p\u00e9s alatt (1. Bet\u00f6lt\u00e9si be\u00e1ll\u00edt\u00e1sok &#8211; 2. Mez\u0151 be\u00e1ll\u00edt\u00e1sok &#8211;\u00a03. Adatok tesztel\u00e9se) megszak\u00edtod valahol a folyamatot, akkor az a <em>Bet\u00f6lt\u00e9s f\u00e1jlb\u00f3l<\/em> fel\u00fcleten megjelenik a &#8220;<em>Kor\u00e1bbi adatbet\u00f6lt\u00e9sek<\/em>&#8221; alatt.<\/p>\n<p class=\"p1\">K\u00e9t lehet\u0151s\u00e9ged van a tov\u00e1bbiakban:<\/p>\n<ul class=\"ul1\">\n<li class=\"li1\">A megszak\u00edt\u00e1s gombra kattintva v\u00e9gleg lez\u00e1rod az import\u00e1l\u00e1st \u00e9s elt\u0171nik a kor\u00e1bbi adatbet\u00f6lt\u00e9sekr\u0151l az adott import.<\/li>\n<li class=\"li1\">A folytat\u00e1s gombra kattintva pedig onnan tudod folytatni az import\u00e1l\u00e1s l\u00e9p\u00e9seit, ahol abbahagytad.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-48902 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.56.57.png\" alt=\"\" width=\"2478\" height=\"910\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.56.57.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.56.57-300x110.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.56.57-1024x376.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.56.57-768x282.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.56.57-1536x564.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.56.57-2048x752.png 2048w\" sizes=\"auto, (max-width: 2478px) 100vw, 2478px\" \/><\/p>\n<p><strong>Gratul\u00e1lok a bet\u00f6lt\u00e9shez! \ud83d\ude42<\/strong><\/p>\n<div class=\"alert alert-info\">Amennyiben szeretn\u00e9d <strong>visszavonni<\/strong> adott adatbet\u00f6lt\u00e9sedet, azt az al\u00e1bbi hivatkoz\u00e1son olvashat\u00f3 le\u00edr\u00e1sunkkal tudod megtenni: <a href=\"https:\/\/www.minicrm.hu\/help\/import-visszavonasa\/\">Import visszavon\u00e1sa<\/a><\/div>\n<h2><strong>AI azonos\u00edt\u00e1s az import\u00e1l\u00e1s sor\u00e1n<\/strong><\/h2>\n<p>Import\u00e1l\u00e1skor megjelenik egy jel\u00f6l\u0151n\u00e9gyzet, amellyel az AI funkci\u00f3 be- vagy kikapcsolhat\u00f3. Amennyiben a funkci\u00f3 ki van kapcsolva, az import\u00e1l\u00e1s a kor\u00e1bban megszokott, hagyom\u00e1nyos m\u00f3don t\u00f6rt\u00e9nik.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-61828\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/2.-ai-import.png\" alt=\"\" width=\"2524\" height=\"1266\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/2.-ai-import.png 2524w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/2.-ai-import-300x150.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/2.-ai-import-1024x514.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/2.-ai-import-768x385.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/2.-ai-import-1536x770.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/2.-ai-import-2048x1027.png 2048w\" sizes=\"auto, (max-width: 2524px) 100vw, 2524px\" \/><\/p>\n<p>A jel\u00f6l\u0151n\u00e9gyzet aktiv\u00e1l\u00e1s\u00e1val az AI k\u00e9pes felismerni \u00e9s javasolni olyan mez\u0151k l\u00e9trehoz\u00e1s\u00e1t, amelyek az adott modulban m\u00e9g nem l\u00e9teznek. Ezek a mez\u0151k az Adatok ellen\u0151rz\u00e9se l\u00e9p\u00e9s sor\u00e1n j\u00f6nnek l\u00e9tre, \u00e9s ezt k\u00f6vet\u0151en m\u00e1r el\u00e9rhet\u0151k a Mez\u0151k testreszab\u00e1sa men\u00fcpontban.<\/p>\n<div class=\"alert alert-danger\">\nFontos: az AI seg\u00edts\u00e9g\u00e9vel v\u00e9grehajtott import\u00e1l\u00e1s visszavon\u00e1sa nem t\u00f6rli az automatikusan l\u00e9trehozott mez\u0151ket. Ezek elt\u00e1vol\u00edt\u00e1sa manu\u00e1lisan kell megt\u00f6rt\u00e9njen.<\/div>\n<h1 id=\"2\">\nAdatbet\u00f6lt\u00e9s m\u00e1sol\u00e1ssal<\/h1>\n<h2>Ha nem szeretn\u00e9l felt\u00f6lteni egy f\u00e1jlt, mert p\u00e9ld\u00e1ul a felh\u0151ben t\u00e1rolod vagy a t\u00e1bl\u00e1zatnak\u00a0csak egy r\u00e9sz\u00e9t szeretn\u00e9d felt\u00f6lteni, akkor a k\u00f6vetkez\u0151ket kell tenned:<\/h2>\n<h3>1.) Kattints a megfelel\u0151 term\u00e9kre a men\u00fcben.<\/h3>\n<h3>2.) Az \u00faj adatlap gomb mellett kattints a lefel\u00e9 mutat\u00f3 ny\u00edlra <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-758\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/betoltesgomb.png\" alt=\"betoltes-gomb\" width=\"24\" height=\"30\" \/>, ut\u00e1na a <em>Bet\u00f6lt\u00e9s f\u00e1jlb\u00f3l<\/em> gombra.<\/h3>\n<h3><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-54576\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Screenshot-2024-09-23-at-8.00.34-300x139.png\" alt=\"\" width=\"919\" height=\"426\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Screenshot-2024-09-23-at-8.00.34-300x139.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Screenshot-2024-09-23-at-8.00.34-768x355.png 768w\" sizes=\"auto, (max-width: 919px) 100vw, 919px\" \/><\/h3>\n<h3>3.)Kattints a <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-856\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/masolas-300x42.png\" alt=\"m\u00e1sol\u00e1sos beilleszt\u00e9s\" width=\"179\" height=\"25\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/masolas-300x42.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/masolas.png 430w\" sizes=\"auto, (max-width: 179px) 100vw, 179px\" \/>\u00a0gombra.<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-48911 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.38.36-masolat.png\" alt=\"\" width=\"2214\" height=\"814\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.38.36-masolat.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.38.36-masolat-300x110.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.38.36-masolat-1024x376.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.38.36-masolat-768x282.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.38.36-masolat-1536x565.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-13.38.36-masolat-2048x753.png 2048w\" sizes=\"auto, (max-width: 2214px) 100vw, 2214px\" \/><\/p>\n<h3>4.) Megjelenik a k\u00f6vetkez\u0151 oldalon egy \u00fcres doboz, amibe be tudod illeszteni a kim\u00e1solt t\u00e1bl\u00e1zatot.<\/h3>\n<h3><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-48914 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-14.05.10.png\" alt=\"\" width=\"2476\" height=\"1100\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-14.05.10.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-14.05.10-300x133.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-14.05.10-1024x455.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-14.05.10-768x341.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-14.05.10-1536x682.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-14.05.10-2048x910.png 2048w\" sizes=\"auto, (max-width: 2476px) 100vw, 2476px\" \/><\/h3>\n<h3>5.) Kattints a K\u00f6vezkez\u0151re, \u00e9s folytasd a bet\u00f6lt\u00e9st a <a href=\"..\/hogyan-mukodik-az-adatbetoltes\/#negyediklepes\">hagyom\u00e1nyos m\u00f3don<\/a>\u00a0(a 4. l\u00e9p\u00e9st\u0151l).<\/h3>\n<h2><\/h2>\n<h1 id=\"3\">Adatok import\u00e1l\u00e1sa Excelb\u0151l t\u00f6bb kapcsolattart\u00f3 eset\u00e9n<\/h1>\n<p>Saj\u00e1t \u00fcgyf\u00e9ladatb\u00e1zisod .xlsx vagy .CSV form\u00e1tumban tudod bet\u00f6lteni a MiniCRM-be.<\/p>\n<p>Lehet\u0151s\u00e9ged van t\u00f6bb kapcsolattart\u00f3t is bet\u00f6lteni egyszerre.<\/p>\n<div class=\"alert alert-danger\">A m\u0171velet elv\u00e9gz\u00e9s\u00e9hez <strong>adminisztr\u00e1tori jogosults\u00e1gra van sz\u00fcks\u00e9ged<\/strong>. Javasoljuk, hogy els\u0151 k\u00f6rben <strong>a bet\u00f6lt\u00e9st a t\u00e1bl\u00e1zat fejl\u00e9c\u00e9vel \u00e9s egy-k\u00e9t pr\u00f3ba sorral (adatlappal) v\u00e9gezd el,<\/strong> 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<p>A t\u00e1bl\u00e1zat fejl\u00e9ce tartalmazza azokat a mez\u0151ket, amiket MiniCRM-be fel szeretn\u00e9l t\u00f6lteni.<\/p>\n<p>Az adatbet\u00f6lt\u00e9s alapjait itt tudod elsaj\u00e1t\u00edtani:\u00a0<a href=\"https:\/\/www.minicrm.hu\/help\/hogyan-mukodik-az-adatbetoltes\/\" target=\"_blank\" rel=\"noopener\">Hogyan M\u0171k\u00f6dik az adatbet\u00f6lt\u00e9s<\/a><\/p>\n<div class=\"alert alert-danger\">\n<p class=\"p1\">Fontos, hogy <strong>t\u00edzn\u00e9l t\u00f6bb kapcsolattart\u00f3 eset\u00e9ben<\/strong> minden tov\u00e1bbi kapcsolattart\u00f3t az EXCEL t\u00e1bl\u00e1zat \u00faj sor\u00e1ban kell folytatnod\u00a0az al\u00e1bbiak szerint<b>:<\/b><\/p>\n<\/div>\n<ul>\n<li>A c\u00e9g nev\u00e9t \u00e9s e-mail c\u00edm\u00e9t, valamint az els\u0151dleges kapcsoalttart\u00f3 (Szem\u00e9ly, vagy Szem\u00e9ly1) adatait (N\u00e9v, e-mail c\u00edm, telefonsz\u00e1m stb) minden \u00faj sorban meg kell adnod.<\/li>\n<li>A c\u00e9g eset\u00e9ben ad\u00f3sz\u00e1m vagy e-mail c\u00edm egyezzen, mert a rendszer ez alapj\u00e1n azonos\u00edtja a kapcsolattart\u00f3kat.<\/li>\n<li>Nincsen &#8220;Szem\u00e9ly4:, Szem\u00e9ly5:&#8230;.stb&#8221; a fejl\u00e9cben.<\/li>\n<li>Adatm\u00f3dos\u00edt\u00f3 felt\u00f6lt\u00e9st kell v\u00e9grehajtanod, minden esetben.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-48941 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-14.14.49.png\" alt=\"\" width=\"2476\" height=\"1574\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-14.14.49.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-14.14.49-300x191.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-14.14.49-1024x651.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-14.14.49-768x488.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-14.14.49-1536x976.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Kepernyofoto-2023-09-27-14.14.49-2048x1302.png 2048w\" sizes=\"auto, (max-width: 2476px) 100vw, 2476px\" \/><\/p>\n<p class=\"p1\">A p\u00e9lda f\u00e1jlt itt tal\u00e1lod, ha EXCEL t\u00e1bl\u00e1zatk\u00e9nt is megn\u00e9zn\u00e9d:\u00a0<a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2024\/04\/Contact-import.xlsx\">Minta f\u00e1jl<\/a><\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Screenshot-2024-04-29-at-23.15.01.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-51948 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Screenshot-2024-04-29-at-23.15.01.png\" alt=\"\" width=\"3482\" height=\"302\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Screenshot-2024-04-29-at-23.15.01.png 3482w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Screenshot-2024-04-29-at-23.15.01-300x26.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Screenshot-2024-04-29-at-23.15.01-1024x89.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Screenshot-2024-04-29-at-23.15.01-768x67.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Screenshot-2024-04-29-at-23.15.01-1536x133.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Screenshot-2024-04-29-at-23.15.01-2048x178.png 2048w\" sizes=\"auto, (max-width: 3482px) 100vw, 3482px\" \/><\/a><\/p>\n<p>Ha mindent j\u00f3l csin\u00e1lt\u00e1l, akkor az \u00f6sszes kapcsolattart\u00f3 beker\u00fclt a rendszeredbe.<\/p>\n<h2><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/6-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-47603 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/6-1.png\" alt=\"\" width=\"2868\" height=\"1419\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/6-1.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/6-1-300x148.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/6-1-1024x507.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/6-1-768x380.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/6-1-1536x760.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/6-1-2048x1013.png 2048w\" sizes=\"auto, (max-width: 2868px) 100vw, 2868px\" \/><\/a><\/h2>\n<h2><\/h2>\n<h1 id=\"4\">Adatfelt\u00f6lt\u00e9s sz\u00e9ls\u0151s\u00e9ges esete:<\/h1>\n<p>Ha sok \u00fcgyfelednek azonos az e-mail c\u00edme, mert esetenk\u00e9nt k\u00f6zpontilag adt\u00e1k meg, ami nagyobb c\u00e9g eset\u00e9n gyakori jelens\u00e9g \u00e9s t\u00f6bb fi\u00f3k c\u00e9ge is l\u00e9tezik az adott c\u00e9gnek, de k\u00fcl\u00f6n szeretn\u00e9d kezelni \u00d6ket, k\u00fcl\u00f6n adatlapokon, abban az esetben az al\u00e1bbi m\u00f3don tudod felt\u00f6lteni a t\u00e1bl\u00e1zatot: A c\u00e9g ilyen esetben egyben, de az adatlapok k\u00fcl\u00f6n lesznek kezelhet\u0151ek.<\/p>\n<h3>1.) T\u00f6ltsd be a t\u00e1bl\u00e1zatod email c\u00edmek n\u00e9lk\u00fcl a MiniCRM megfelel\u0151 term\u00e9k\u00e9be.<\/h3>\n<p>Ehhez sz\u00fcks\u00e9ged van egy olyan egyedi azonos\u00edt\u00f3ra, amivel az email c\u00edmeket \u00f6ssze tudod majd p\u00e1ros\u00edtani a c\u00e9gekkel az EXCEL t\u00e1bl\u00e1ban. Ez lehet vev\u0151k\u00f3d, fizet\u00e9si k\u00f3d, b\u00e1rmi amib\u0151l egy \u00fcgyfeled azonos\u00edthat\u00f3 egy\u00e9rtelm\u0171en. Hozd l\u00e9tre egy adatlapi mez\u0151ben \u00e9s ezt is t\u00f6ltsd fel a MiniCRM-be.<\/p>\n<h3>2.) K\u00e9sz\u00edts exportot a rendszerb\u0151l a bet\u00f6lt\u00f6tt adatokr\u00f3l.<\/h3>\n<h4>Azok a mez\u0151k, amikre biztosan sz\u00fcks\u00e9ged lesz a bet\u00f6lt\u00e9shez, azonos\u00edt\u00e1shoz:<\/h4>\n<ul>\n<li>Minden \u00fcgyf\u00e9l egyedi azonos\u00edt\u00f3ja, amit l\u00e9trehozt\u00e1l az els\u0151 l\u00e9p\u00e9sben<\/li>\n<li>C\u00e9gn\u00e9v<\/li>\n<li>Szem\u00e9ly: Vezet\u00e9kn\u00e9v<\/li>\n<li>Szem\u00e9ly: Keresztn\u00e9v<\/li>\n<\/ul>\n<div class=\"alert alert-danger\"><strong>FONTOS<\/strong>: Az EXCEL t\u00e1bl\u00e1zatb\u00f3l a szerkeszt\u00e9sn\u00e9l NE t\u00f6r\u00f6ld az adatlap azonos\u00edt\u00f3 oszlopot \u00e9s annak \u00e9rt\u00e9keit !<\/div>\n<h3>3.) A Excel t\u00e1bl\u00e1zatodban p\u00e1ros\u00edtsd \u00f6ssze az email c\u00edmeket a megfelel\u0151 adatlapokkal \/ adatlap azonos\u00edt\u00f3kkal \u00e9s az egyedi vev\u0151 azonos\u00edt\u00f3ddal.<\/h3>\n<p>Itt az &#8220;FKERES&#8221; \/ &#8220;VLOOKUP&#8221; f\u00fcggv\u00e9nyt haszn\u00e1lhatod seg\u00edts\u00e9gk\u00e9ppen.<\/p>\n<h3>4.) T\u00f6ltsd vissza a rendszerbe az adatokat.<\/h3>\n<p>Ezzel l\u00e9trehozt\u00e1l minden c\u00e9gnek egy-egy \u00faj adatlapot \u00e9s ugyanazzal az email c\u00edmmel t\u00f6bb adatlapod is l\u00e9tezik, azaz nem ker\u00fclt \u00f6sszevon\u00e1sra a rendszer \u00e1ltal, felt\u00f6lt\u00e9skor.<\/p>\n<div class=\"alert alert-danger\">Fontos, hogy ebben az esetben a duplik\u00e1ci\u00f3 sz\u0171r\u0151 minden esetben felaj\u00e1nlja az \u00f6sszevon\u00e1st majd ezekre az adatlapokra !<\/div>\n<h2>Adatlap l\u00e1that\u00f3s\u00e1g be\u00e1ll\u00edt\u00e1sa az Excel f\u00e1jlban<\/h2>\n<p>Az import\u00e1l\u00e1s sor\u00e1n van lehet\u0151s\u00e9g be\u00e1ll\u00edtani azt is, hogy az import\u00e1lt adatlapok mely felhaszn\u00e1l\u00f3k sz\u00e1m\u00e1ra legyenek l\u00e1that\u00f3k a rendszerben. Mag\u00e1r\u00f3l a funkci\u00f3r\u00f3l itt olvashatsz b\u0151vebben:<\/p>\n<blockquote class=\"wp-embedded-content\" data-secret=\"wOqBGUI5vO\"><p><a href=\"https:\/\/www.minicrm.hu\/help\/bizalmas-adatlapok-bovitmeny\/\">Bizalmas adatlapok kieg\u00e9sz\u00edt\u0151<\/a><\/p><\/blockquote>\n<p><iframe loading=\"lazy\" class=\"wp-embedded-content\" sandbox=\"allow-scripts\" security=\"restricted\" style=\"position: absolute; visibility: hidden;\" title=\"&#8220;Bizalmas adatlapok kieg\u00e9sz\u00edt\u0151&#8221; &#8212; MiniCRM dokument\u00e1ci\u00f3\" src=\"https:\/\/www.minicrm.hu\/help\/bizalmas-adatlapok-bovitmeny\/embed\/#?secret=GK0M9AAQLU#?secret=wOqBGUI5vO\" data-secret=\"wOqBGUI5vO\" width=\"500\" height=\"282\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\"><\/iframe><\/p>\n<h3><em>Adatlap: L\u00e1that\u00f3s\u00e1g\u00a0<\/em>oszlop:<\/h3>\n<p>A t\u00e1bl\u00e1zatodban egy ilyen fejl\u00e9c\u0171 oszlopban &#8220;1&#8221; illetve &#8220;0&#8221; megad\u00e1s\u00e1val tudod be\u00e1ll\u00edtani, hogy az adott adatlap bizalmas adatlap legyen-e, vagy mindenki sz\u00e1m\u00e1ra l\u00e1that\u00f3.<\/p>\n<p>1 &#8211; bizalmas adatlap, csak a megadott szem\u00e9lyek l\u00e1thatj\u00e1k a rendszerben.<\/p>\n<p>0 &#8211; az adatlap mindenki sz\u00e1m\u00e1ra l\u00e1that\u00f3 lesz.<\/p>\n<h3><em>Adatlap: Megh\u00edvottak<\/em> oszlop:<\/h3>\n<p>Ebben az oszlopban kell megadnod, hogy a bizalmas adatlapot mely felhaszn\u00e1l\u00f3k l\u00e1thatj\u00e1k a rendszerben. Ezt az oszlopot csak akkor kell kit\u00f6lteni, ha az\u00a0<em>Adatlap: L\u00e1that\u00f3s\u00e1g-<\/em>ba 1-est adt\u00e1l meg.<\/p>\n<p>A felhaszn\u00e1l\u00f3k Id-j\u00e1t kell megadnod egy JSON t\u00f6mb form\u00e1ban.<\/p>\n<p>Az egyes UserId-kat legegyszer\u0171bben \u00fagy tal\u00e1lod meg a rendszerben, ha a MiniCRM Be\u00e1ll\u00edt\u00e1sok &#8212; Felhaszn\u00e1l\u00f3k list\u00e1j\u00e1ban kiv\u00e1lasztod a nev\u00fcket. A b\u00f6ng\u00e9sz\u0151ben az URL v\u00e9g\u00e9n lesz a UserId.<\/p>\n<p><a href=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Screenshot-2022-11-25-at-19.24.25.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-44522 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Screenshot-2022-11-25-at-19.24.25.png\" alt=\"\" width=\"2870\" height=\"1418\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Screenshot-2022-11-25-at-19.24.25.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Screenshot-2022-11-25-at-19.24.25-300x148.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Screenshot-2022-11-25-at-19.24.25-1024x506.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Screenshot-2022-11-25-at-19.24.25-768x379.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Screenshot-2022-11-25-at-19.24.25-1536x759.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/02\/Screenshot-2022-11-25-at-19.24.25-2048x1012.png 2048w\" sizes=\"auto, (max-width: 2870px) 100vw, 2870px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>A t\u00e1bl\u00e1zatban a k\u00f6vetkez\u0151 form\u00e1ban add meg a Megh\u00edvottak Id-jait a cell\u00e1kban (id\u00e9z\u0151jelekkel \u00e9s sz\u00f6gletes z\u00e1r\u00f3jellel egy\u00fctt):<\/p>\n<p>[&#8220;99674&#8243;,&#8221;62636&#8243;,&#8221;12334&#8221;]<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Tartalomjegyz\u00e9k: Adatbet\u00f6lt\u00e9s Excel t\u00e1bl\u00e1zatb\u00f3l Adatbet\u00f6lt\u00e9s m\u00e1sol\u00e1ssal Adatbet\u00f6lt\u00e9s t\u00f6bb kapcsolattart\u00f3 eset\u00e9ben Adatbet\u00f6lt\u00e9s sz\u00e9ls\u0151s\u00e9ges esetei &nbsp; A\u00a0Bet\u00f6lt\u00e9s f\u00e1jlb\u00f3l funkci\u00f3val XLS, XLSX, ODS, CSV vagy ZIP form\u00e1tumban megl\u00e9v\u0151 \u00fcgyf\u00e9ladatb\u00e1zisodat bet\u00f6ltheted a MiniCRM-be. Ehhez\u00a0adminisztr\u00e1tori jogosults\u00e1gra\u00a0van sz\u00fcks\u00e9ged! A felt\u00f6lthet\u0151 f\u00e1jl m\u00e9rete xls, xlsx kiterjeszt\u00e9sben 4MB (4096KB), csv kiterjeszt\u00e9sben 8MB(8192KB). Norm\u00e1l adatbet\u00f6lt\u00e9s l\u00e9p\u00e9sr\u0151l l\u00e9p\u00e9sre Excel eset\u00e9ben (vide\u00f3s \u00fatmutat\u00f3): \ufeff A t\u00e1bl\u00e1zat [&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-62","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>Adatbet\u00f6lt\u00e9s - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Tartalomjegyz\u00e9k: Adatbet\u00f6lt\u00e9s Excel t\u00e1bl\u00e1zatb\u00f3l Adatbet\u00f6lt\u00e9s m\u00e1sol\u00e1ssal Adatbet\u00f6lt\u00e9s t\u00f6bb kapcsolattart\u00f3 eset\u00e9ben Adatbet\u00f6lt\u00e9s sz\u00e9ls\u0151s\u00e9ges esetei &nbsp;\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.minicrm.hu\/help\/hogyan-mukodik-az-adatbetoltes\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adatbet\u00f6lt\u00e9s - 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