ERPNext CRM(Open Source):Data Import from Excel & CSV-Part 02-How to Import Leads from CSV & Excel File

Simple demo on How to Import various data from Excel & CSV in ERPNext

What is ERPNext?

Free and Open Source Enterprise Resource Planning (ERP). ERPNext includes the following areas for managing businesses:

  1. Accounting
  2. Warehouse Management
  3. CRM
  4. Sales
  5. Purchase
  6. HRMS
  7. Project Management
  8. Support
  9. Asset Management
  10. Quality Management
  11. Manufacturing
  12. Website Management
  13. Customise ERPNext

ERPNext is built on the Frappe Framework, a full-stack web app framework built with Python & JavaScript.

Where is Repository?

Here is the link for Repository

https://github.com/frappe/erpnext

Where is the Official Website?

https://frappe.io/erpnext

How can I quickly Install and Run on MacOS/Ubuntu/Windows

Here are Step by Step Instructions to Quickly run ERPNext with Docker Compose on Ubuntu, For Windows there will be separate article. For MacOS refer below article.

“https://medium.com/free-or-open-source-software/erpnext-open-source-erp-install-and-run-with-docker-compose-on-macos-1c5d234d034a

Part 01 of the Article:

“https://medium.com/free-or-open-source-software/erpnext-open-source-data-import-from-excel-csv-part-01-how-to-import-sales-quotation-from-csv-6a842d9fc62f

Let’s start step by step business process.

Kindly note that this Article does not include Configuration & Master data creation, It will only give you Quick Overview of how you can import various data in ERPNext from Excel or CSV File.

Step 01: Click on Import data.

Step 02: Click on add data Import

Step 03: Search and Choose Lead and save it and then click on attach, You can also download the lead template with fields required by you in CSV or excel format. 

Step 04: Choose your file location.

Step 05: Click on Upload.

Step 06: If you have uploaded the file in downloaded template then it will automatically map it, you can still verify by clicking on mapping.

Step 7: Click on Submit.

Step 8: Click on Start Import.

Step 9: Go to homepage..

Step 10: Click on lead.

Step 11: Open the uploaded lead.

Step 12: Verify the Data uploaded from Excel or CSV.

Step 13: Click on save after making any changes if required.

Here is screencast on How to Import Leads from Excel & CSV in ERPNext.

Stay Tuned for Next part.