Case: Leads importing application. Bitrix24 import csv
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In this video, we will tell you how we made an application for loading a large amount of data from an Excel file.
The client's task was that there was no way to integrate an external application with Bitrix24 from where the client received Leads.
But the external application sent Leads to our client in an Excel file, which the client's employees downloaded every day using the standard import tool in Bitrix24.
We have developed an application for our client, which facilitated this procedure and significantly reduced the time for loading Leads in Bitrix24.
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Hello there! My name is Emin Mamedov, and I am representing Company IT-Sputnik,
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and in this video I want to show you the case how we can do mass data upload,
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via our custom application we're developing Bitrix-24. We developed that application for our customer,
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because he get a mass leads from
some source but there is no way how you can integrate that source of leads with Bitrix-24,
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but that source of leads provide all data index set,
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an excel spreadsheet with some certain template, and you can use that solution in case you get in data in excel spreadsheet,
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in some standard template, and you can upload that data to Bitrix,
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not using standard input function which is not perfect,
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but you can use our application for
that. So we can use one application to download,
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or to upload data from one source, and use another application to upload from excel spreadsheet,
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from another source.
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So this is a client portal, and in that portal we added our application 'Leads Import', so when we click on it,
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we see some interface for data
uploading, again for each data source we can develop each application,
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to upload that data or in that application could be different options,
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different interface to upload data
from different source. So from here we have a template,
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which we shall to use for data uploading. So we can 'Download' it,
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and put some data in. So I already filled some data, put name, surname, contact number, email, and the rest,
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then I'm going back, select a responsible person for that particular leads,
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selecting in each stage that leads should be 'New Lead' or 'Auto Marketing', and selecting file.
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So select new file, and click 'Submit'. So data uploaded, and then we're checking it.
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So you can see that lead created in status new lead, and with contact data which I had in that particular excel spreadsheet.
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So the main thing here again that different lead source would have a different excel template,
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with data. So for each template we developed an application,
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which you should use to upload data with app we develop. So for that particular place we have that template,
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where you can see sponsor
category, company name, first name, last name,
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contact number, and the rest, but
again for the different data source,
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template could be different, and that's why application should be different as well. So that's it actually,
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for a very short video, if you like that video click 'Like', and you have a questions regarding that video,
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put your questions in comments under that video. Thank you, and bye bye!
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