CSV Job Import Module for Perfex CRM

CSV Job Import Module for Perfex CRM

Author: ImageDesign24Price: $26

CSV Job Import Module for Perfex CRM

Repeat: Right here will not be a standalone script, nonetheless it’s a module for Perfex CRM and requires an installation of Perfex CRM Machine. Please additionally trace, that CSV Job Import Module works with PHP +7.4. This can not work whenever you’ve older PHP version for your server. Please desire into narrative this earlier than trying to search out.

What’s NEW in v.1.1.0?

  • [NEW] From now on that you just have to even import attachments
  • [NEW] From now on that you just have to even import tags
  • [NEW] From now on that you just have to even Guidelines items
  • [NEW] From now on that you just have to even Custom fields
  • [NEW] From now on that you just have to even seize out priority by title in Priority column
  • [NEW] From now on that you just have to even seize out particular person by email in Addedfrom column
  • [NEW] From now on that you just have to even seize out situation by title in Station column

What does it attain?

CSV Job Import Module will place your Perfex CRM Machine as frigid as top shelf a connected software on the market with developed bulk task import characteristic. With this plugin you are in a situation to import dozens of task with one CSV file, add attachments and distress checklists for tasks.

Job fields that you just have to even import:

  • Name
  • Description
  • Priority
  • Dateadded
  • Startdate
  • Duedate
  • Datefinished
  • Addedfrom
  • Is added from contact
  • Station
  • Routine kind
  • Repeat every
  • Routine
  • Is routine from
  • Cycles
  • Total cycles
  • Custom routine
  • Closing routine date
  • Rel identity
  • Rel kind
  • Is public
  • Billable
  • Billed
  • Invoice identity
  • Hourly price
  • Milestone
  • Kanban present
  • Milestone present
  • Visible to client
  • Slash-off date notified
  • Attachments
  • Tags
  • Guidelines items
  • Cf …

CSV Job Import Module will retailer all historical past of your imports, whole csv recordsdata and records of what number of tasks were created with imported file.

All you have to attain is install the module thru in model module characteristic in Perfex CRM, and also you will learn about a original Tab in UTILITIES part of Perfex CRM Admin Panel.

ChangeLog

ver. 1.0.1 (August 2022)

  • [NEW] From now on that you just have to even import attachments
  • [NEW] From now on that you just have to even import tags
  • [NEW] From now on that you just have to even Guidelines items
  • [NEW] From now on that you just have to even Custom fields
  • [NEW] From now on that you just have to even seize out priority by title in Priority column
  • [NEW] From now on that you just have to even seize out particular person by email in Addedfrom column
  • [NEW] From now on that you just have to even seize out situation by title in Station column

ver. 1.0.0 (July 2022)

  • Initial Starting up

Are living Preview Demo Credentials

login: testuser@asm.pl
password: take a look at!@#$
url: http://perfexaddons.w-budowie.ecu/admin

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