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Moving from spreadsheets
Products, prices, accounts and contacts from Excel or CSV, mapped column by column.
Most teams arrive with a few spreadsheets: a product list with costs and prices, a customer list, maybe a list of dealers and their contacts. Zamilo reads them as they are.
What comes across
- Products and prices: SKU, name, description, category, supplier, cost and up to six price tiers.
- Accounts and contacts: companies, their group (dealer, clinic, retailer...), addresses and the people you
deal with there.
- Suppliers and the supplier's own SKU and cost for each product.
How it works
- Save the sheet as CSV (or upload the Excel file where the import page offers it).
- On Settings -> Import, choose what the file holds and match each column to a Zamilo field. Columns you do
not need are left out.
- Run the dry run: Zamilo lists what it would add, what it would change and anything it could not read,
without saving anything.
- Import. Each import is kept as a batch, so if a mapping was wrong, one press in Import history undoes it.
Duplicates
When a contact or account looks like one you already have, Zamilo shows the pair and lets you merge them or keep both. Nothing is merged without a person deciding.
Tip: import products before accounts if your accounts carry price books, so the prices have products to point at.
Need a hand with a messy sheet? Ask us and we will help you map it.