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How to import contacts, leads and accounts ?

import leads contacts accounts

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#1 felotus

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Posted 02 October 2014 - 12:18 PM

Hi everyone,

 

I'm pretty new to zurmo. I installed the latest version on our server, but I can't find any option to import a CSV --or any other format-- of accounts, leads, contacts --or any other thing really.

 

Did I miss something ?



#2 dazzer40

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Posted 02 October 2014 - 03:26 PM

hi

Go to the settings cog icon on the top right.

select import and follow on screen steps

 

Darren



#3 felotus

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Posted 03 October 2014 - 11:41 AM

Hi Darren

 

Those are the only options that we can find on the cog icon

 

http://screenpresso.com/=lGbM

http://screenpresso.com/=GvAec

 

A "need support" and "about zurmo"



#4 dazzer40

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Posted 03 October 2014 - 11:46 AM

What version of Zurmo?

Have you made any changes etc ?

 

 

Darren



#5 felotus

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Posted 03 October 2014 - 11:48 AM

  Application Info

This is version 2.8.2 of Zurmo.

Zurmo uses the following great Open Source tools and frameworks:

 

 

We didn't change anything, just plugged it in

 

We had an issue with the log_bin so log_bin is still on for replication, but we have log_bin_trust_function_creators=on



#6 felotus

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Posted 03 October 2014 - 11:55 AM

The demo of Zurmo also doesn't have any import button nowhere

 

http://demo.zurmo.co...e/app/index.php



#7 dazzer40

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Posted 03 October 2014 - 12:03 PM

i see import here in the demo

 

http://prntscr.com/4smwpl



#8 felotus

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Posted 03 October 2014 - 12:51 PM

What's the URL of that ? I don't even have the same menu on demo.zurmo.com



#9 felotus

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Posted 03 October 2014 - 12:55 PM

OOOOOOOOOOOOOOOh

 

I clicked on the iphone icon down there on the left.... wow... ok 

 

thanks



#10 Mickepicton

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Posted 06 October 2014 - 09:41 AM

Really it is a very nice  and  interesting  question thanks for sharing it.



#11 elg

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Posted 14 April 2015 - 03:43 AM

Hi, I'm new to Zurmo.  I cannot find where to import contacts, today is my first day using the software.  There is no import option on the settings button as menitoned in previous posts.  Help



#12 agile

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Posted 07 July 2015 - 06:17 AM

New to Zurmo.  Wondering is it possible to import a marketing list without having it as contacts / Accounts. I can only see Account to Account Affiliations

Account to Contact Affiliations
Accounts
Contacts
Leads
Meetings
Notes
Opportunities
Products
Catalog Items
Tasks
Users
Projects

agile.co.ke | Solutions | Results


#13 agile

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Posted 07 July 2015 - 06:18 AM

Hi, I'm new to Zurmo.  I cannot find where to import contacts, today is my first day using the software.  There is no import option on the settings button as menitoned in previous posts.  Help

Click on the "Settings" Wheel / cog on the far top  right, then select "import"


agile.co.ke | Solutions | Results


#14 larkedian

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Posted 11 January 2017 - 07:38 AM

Hi ! I tried to import leads in zurmo after analyzing it skips all lead data. I had created some custom fields also in zurmo in contact which exactly matches with  in my data to import 







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