SPA IMPORTER

添加新功能和特性到您的 Bitrix24 帐户。从应用商城安装现有的应用程序。

SPA IMPORTER
Bit24, S.L.
免费
安装
屏幕截图

This application is a Smart Processes Automation (SPA) importer designed specifically for Bitrix24. It facilitates the seamless importation of data from Excel (.xlsx) files into various smart processes within the Bitrix24 CRM system. This tool is particularly useful for automating data entry and ensuring data consistency across your organization's processes.

版本 1
SPA IMPORTER


Installation:

  • Ensure you have administrative access to your
        Bitrix24 environment.
  • Download the SPA Importer application from the
        Bitrix24 Marketplace.
  • Follow the installation prompts to integrate the
        application with your Bitrix24 account.

Configuration:

  • Upon successful installation, navigate to the SPA
        Importer tool from your Bitrix24 dashboard.
  • Configure the settings to align with your
        specific data processing needs. This may include specifying default
        behaviors for data handling and error management.

Usage Instructions:

  • Select the SPA:
  • Use the dropdown menu to select the smart process
        you wish to populate with data.

Upload Your Excel File:

  • Click on ‘Upload Excel File XLSX’ and select your
        prepared Excel file. Ensure that your Excel file is formatted correctly,
        with the first row containing header names that will be used for mapping.

Map Excel Columns:

  • For each header in your Excel file, a mapping box
        will appear. Map each column to the corresponding field in the Bitrix24
        smart process. This step is crucial to ensure that data is inserted into
        the correct fields.

Start Importing:

  • Once all fields are mapped, initiate the import
        process. The application will begin inserting data into the selected SPA,
        providing progress updates and logging any issues encountered during the
        importation process.

Advanced Settings:

  • Configure error handling: Decide how the system
        should respond to errors encountered during the import (e.g., skip
        erroneous entries, halt the process, etc.).
  • Schedule imports: Set up scheduled times for
        automatic data imports, ensuring continuous data synchronization without
        manual intervention.

Support and Troubleshooting:

  • For assistance, access the help section within
        the application or contact our support team through the Bitrix24 messaging
        system.