Tips

How to Import Item From Excel Using Number Instead of Company Name

DID YOU KNOW...

...That you can import items from Excel using the ID Number of the company instead of the name? If you need to import data from Excel we have an innovation for you. In all eWay-CRM modules, the Company supports using company ID Number instead of its name. If you have several companies with the same name (e.g.branches) import from Excel is easy peasy.

Just do the following:

1) In a list of companies, you see company ID Number.

2) Fill in the company ID Number in a file that you want for import into eWay-CRM.

3) Import the Excel file into a module that you have selected.

4) After the import, there will be a company name.

For more advanced tips, go to our Knowledge Base.

Because with eWay-CRM 6.0 you will get BACK IN THE SADDLE!

Martin Štefko
4. 8. 2020
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Choose from the following modules

Contact

Contacts & Companies

Core module everybody starts with. Allows you to work with contacts, and companies, track communications and plan follow-ups.

Sales

Sales

Ads the ability to track deals, create quotes and invoices, and manage pricing and inventories.

Project

Projects

Great if you need to coordinate the delivery once you sign a contract. Manage resources, track timesheets, and keep an eye on the budget.

Marketing

Email Marketing

Extends your eWay-CRM of a professional email marketing tool. No limitations on the number of contacts. Charged by emails sent.

Complete comparison table

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