Sales data import
Companies
Make sure you have later then 2004-10-19 OpenPSA CVS version
Create CSV file with company name and address details, field order is not important, first row must contain column labels (but actual label names do not matter)
- Use the import tool
NOTE: if index name is not set it will be set to official name, index names must be unique, so if you have multiple offices for a company their index names must differ even when official names are the same.
If there are double entries you may check the "update existing" box (later entries will overwrite older ones if customer id, matching code or index name matches), this can be used to periodically import data from other sources as well.
- Note: import currently only supports one address: The visiting address.
Persons
Make sure you have later than 2004-10-15 OpenPSA CVS version.
Create CSV file with person name and address details, field order is not important, first row must contain column labels (but actual label names do not matter)
- Use the import tool
- NOTE: the matching code must match to the company index name, it's recommend you import persons right after companies.
- NOTE: make sure there are no double entries, the "update existing" check does not work as expected
Note about company categories: persons and salesprojects can only be matched to companies in the selected category (usually "Clients"), so if you plan on importing partners as well make sure you do separate files for them.
Salesprojects
Make sure you have later than 2004-10-15 OpenPSA CVS version.
Create a CSV file with the following fields in the following order, first row must contain column labels (but actual label names do not matter)
- company: this must match to a company index name
- title: title of the salesproject
- description: description, if contains unsafe characters can optionally be Base64 encoded
- amount: money value for salesproject
- status: status percentage from 0 to 100 (omit the %)
- username: username or name (Lastname, Firstnames or Firstnames Lastname) of the person responsible for this project or "All" (all of these case sensitive, username recommended)
- matching: code used to match activities to this salesproject on import.
Use the import tool
Activities
Make sure you have later than 2004-10-15 OpenPSA CVS version.
Create a CSV file with the following fields in the following order, first row must contain column labels (but actual label names do not matter)
- matching: must match the matching code from salesproject import
- title: title of the activity
- description: description of the activity, Base64 encoded
- date: due date format: yyyy-mm-dd or yyyymmdd
- type: 1 for not yet completed task, 2 for completed task
- method: method of contact, lowercase name of one of the following (email, phone, fax, mail, meeting)
- assignee: username or name (Lastname, Firstnames or Firstnames Lastname) of the person responsible for this activity (all of these case sensitive, username recommended)
Use the import tool