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Hello Everyone!

We are back again with another most requested webinar - Deep Dive into the world of Data Import.

Importing data into a CRM/Freshdesk Omni-Suite account is like moving into a new house. You've got boxes of stuff (that's your data), and you need to figure out:

  • What goes where  
  • What needs special handling  
  • What might break if you're not careful  
  • And how to make sure everything ends up exactly where it should be 

By the end of this session, you'll be a master of "digital moving" - getting your valuable data from spreadsheets into your account smoothly and efficiently. 

 

WATCH THE VIDEO HERE:
 

 

This webinar is curated by the Support team, whom you generally contact for issues/queries. We have collated as many FAQs as possible to make this webinar worth your time

 

AGENDA 

  1. Preparing the File
  2. Import Process
  3. Import Progress
  4. Errors
  5. Known Behaviours

Date: On-demand - December 2024

 

Host: Pradipta Chandra, Lead - Customer Support

Presenter: Krithika Surendranath, Senior Product Specialis

 

Please leave a comment with your questions, feedback or suggestions for our next webinars. We will pick those up. Cheers!

 

RESOURCES

The topic is very useful but in product import there is a major problem.

You can’t import the prices of the products. So if you a have few products products and the prices doesn’t change it’s ok but in the case you have a big amount of products and the prices change all the time practically you can’t use them without the support of a commercial management software. Also even if you import the products without the prices you have to go manually and make the price at least 0. Imagine having 5000 products…

In any case Freshsales is amazing and we are extremely happy that we started using it.

Thank you 

 

 

The topic is very useful but in product import there is a major problem.

You can’t import the prices of the products. So if you a have few products products and the prices doesn’t change it’s ok but in the case you have a big amount of products and the prices change all the time practically you can’t use them without the support of a commercial management software. Also even if you import the products without the prices you have to go manually and make the price at least 0. Imagine having 5000 products…

In any case Freshsales is amazing and we are extremely happy that we started using it.

Thank you 

 

Hi ​@Waypoint  

Thank you for your comment. I am glad to hear that you are loving our product and we hope to continue providing you the best of services. You can always rely on our Support team for any issues/queries.

 

Regarding the product import feedback, I acknowledge that we currently don’t have the option to directly import products with the prices and it is a valid feature enhancement request that has been passed to our Product Management Team. However, to help valuable customers like you we have a custom script using which we can import the products with prices, exactly why you shouldn’t worry about having to manually add prices to almost 5000 products.

Please drop an email to crm-support@freshworks.com referencing this post and we will be happy to help if the requirement is still unfinished.

 

Awaiting your reply.

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