Besides manually creating contacts, you can also upload your database fast and easily to Elorus. Given the fact that you have your suppliers/clients list in Excel or CSV file, you can upload it following a very simple process.
From the main menu select "Contacts -> Bulk import -> Microsoft Excel or CSV file".
A new window will appear with instructions similar to the picture below:
In case your database is stored in an Excel file, you may download a sample file to get an idea of how the columns are supposed to be like, so that it will be uploaded correctly.
However, Elorus will try to parse and import any uploaded file. When your file is ready to be uploaded, select "Choose file" so you can trace the file in your system. Once you click on the desired file press the "Upload file" button to start the uploading process. Should any errors occur during uploading, Elorus will provide you details about them so you can make adjustments and try again.
- Each file must not exceed 3MB in size and cannot contain more than 1.000 contacts (lines).
- If you upload the same contacts with some modifications, Elorus will not update the existing ones but instead create duplicate entries.
- Fields requiring a "type" (address type, type of number, etc.) must have data in the respective columns too (address 1/2, number 1/2). If for some reason these are empty, delete those contact lines from your file and transfer them to separate file, in which you must completely erase the type and number columns in the new file.