Import

Use the Import module to exchange data between Aurea CRM and external systems such as databases, spreadsheets, etc.

Select Settings > Maintenance > Import to import data into the Aurea CRM database. The import formats must be defined in Aurea CRM.Win. For further details, see Import/Export in the Aurea CRM.Win Administrator Guide. Only file-based formats are supported in Aurea CRM.Web.

Note: The Import menu item SimpleImport is available for the SU and for users who have access to the

CRM process
                1.5.3.1.8.

Import CRM process ID 3604000.

You can also configure an Import button, e.g., into the FI SearchResults header to allow users to import data into specific info areas. The Import button is assigned to the "Import" CRM process as well.

The menu item and button use the SimpleImport action template. If the action is executed in the context of an info area e. g., the Company search the import formats are automatically filtered to display only formats containing fields from that info area. If no context can be determined, e.g., in headers of custom forms, you can explicitly specify an info area using the infoAreaId input argument.