FAQs in this section
What is importing?
What are the steps to Import records into Vtiger CRM?
What are the pre-requisites to importing records?
What is a Data Corruption error?
What is Import Interrupted error?
What is Import Locked error?
How do I find the Import module?
How do I Import products and services while importing a price book?
How do I Import data from another CRM into Vtiger?
A failure occurred when I was trying to import users.
How do I cancel or stop the Import process?
How do I undo an Import?
Can I import new users into the CRM?
How do I Import data into custom fields?
Table of Contents
Yes, you can import data into custom fields.
- You must create a custom field in a module by going to Settings: click your display picture displayed in the top right corner. Go to Settings > Module Management > Module Layouts & Fields to create a new field.
- You must specify the custom field name and a value for it in the local file being imported (.csv, .ics, or .vcf).
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