[{"data":1,"prerenderedAt":4},["ShallowReactive",2],{"guide-en-import":3},"\u003Ch1>Importing your data\u003C\u002Fh1>\n\u003Cp>Fluidify takes over the data from your old software or your spreadsheets, without re-keying.\u003C\u002Fp>\n\u003Ch2>What can be imported\u003C\u002Fh2>\n\u003Cp>Customers, sites, contacts, equipment, suppliers, supplier references, stock, refrigerant cylinders, leak checks and contracts.\u003C\u002Fp>\n\u003Ch2>Preparing the file\u003C\u002Fh2>\n\u003Cul>\n\u003Cli>One \u003Cstrong>CSV\u003C\u002Fstrong> or \u003Cstrong>Excel\u003C\u002Fstrong> file per type of data, with a header row.\u003C\u002Fli>\n\u003Cli>The most common column names are recognised automatically (for example "Raison sociale", "SIRET", "Code postal"); the others are matched by hand.\u003C\u002Fli>\n\u003Cli>For customers, a single row can describe both the customer and its service site.\u003C\u002Fli>\n\u003C\u002Ful>\n\u003Ch2>Importing\u003C\u002Fh2>\n\u003Col>\n\u003Cli>Open the list concerned (for example \u003Cstrong>Customers and sites\u003C\u002Fstrong>), then \u003Cstrong>Import\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>Drop the file: Fluidify suggests how the columns match.\u003C\u002Fli>\n\u003Cli>Check the \u003Cstrong>preview\u003C\u002Fstrong>: each row is checked (company numbers, postcodes, refrigerants, dates).\u003C\u002Fli>\n\u003Cli>Correct or skip the rows with errors, then confirm.\u003C\u002Fli>\n\u003C\u002Fol>\n\u003Cp>The import report shows what was created, updated or skipped. Existing customer codes are kept.\u003C\u002Fp>\n\u003Ch2>Tips\u003C\u002Fh2>\n\u003Cul>\n\u003Cli>Start with \u003Cstrong>customers and sites\u003C\u002Fstrong>, then \u003Cstrong>equipment\u003C\u002Fstrong>, then \u003Cstrong>contracts\u003C\u002Fstrong>: each import builds on the previous ones.\u003C\u002Fli>\n\u003Cli>For refrigerants, import the \u003Cstrong>cylinders\u003C\u002Fstrong> in stock before the \u003Cstrong>leak checks\u003C\u002Fstrong> already carried out.\u003C\u002Fli>\n\u003Cli>Duplicates are flagged during import and can be merged afterwards in the CRM.\u003C\u002Fli>\n\u003C\u002Ful>\n",1792508124909]