Yetiforcecrm: Import Quote from Excel Table template to Yetiforce Quote Module
Hi Yetiforce team, thanks for your wonderful CRM
Only a question, Is It possible to import a Excel Quote (with a lot of products in a table) into the YetiCRM and from there make a quote?
Cause I see it is possible to import and export Quotes but the export format is one Quote by line.
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lcuevastodoit
>All comments
@lcuevastodoit You can transform your excel file to format understandable for yetiCRM xml. When I migrate from vtiger to Yeti I spend about week to prepare data for importing. My data contains about 6000 record. This is not too much but takes a lot of time.
If you need I can try to help you if I have some free time. Pls contact me by email if you interested.
vovpff
on 17 Aug 2017
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Most helpful comment
@lcuevastodoit You can transform your excel file to format understandable for yetiCRM xml. When I migrate from vtiger to Yeti I spend about week to prepare data for importing. My data contains about 6000 record. This is not too much but takes a lot of time.
If you need I can try to help you if I have some free time. Pls contact me by email if you interested.