{"id":30725,"date":"2020-03-31T09:20:16","date_gmt":"2020-03-31T09:20:16","guid":{"rendered":"https:\/\/www.teamogy.com\/?p=30725"},"modified":"2020-04-22T13:06:01","modified_gmt":"2020-04-22T13:06:01","slug":"import-business-contacts-optional","status":"publish","type":"post","link":"https:\/\/www.teamogy.com\/en\/onboarding\/import-business-contacts-optional\/","title":{"rendered":"Import business contacts"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;3.22&#8243;][et_pb_row column_structure=&#8221;3_4,1_4&#8243; module_class=&#8221; et_pb_row_fullwidth&#8221; _builder_version=&#8221;3.25&#8243; width=&#8221;89%&#8221; width_tablet=&#8221;80%&#8221; width_phone=&#8221;&#8221; width_last_edited=&#8221;on|desktop&#8221; max_width=&#8221;89%&#8221; max_width_tablet=&#8221;80%&#8221; max_width_phone=&#8221;&#8221; max_width_last_edited=&#8221;on|desktop&#8221; custom_margin=&#8221;|auto|-51px|121px||&#8221; custom_padding=&#8221;27px|0px|27px|0|false|false&#8221; make_fullwidth=&#8221;on&#8221;][et_pb_column type=&#8221;3_4&#8243; _builder_version=&#8221;3.26.5&#8243;][et_pb_image src=&#8221;https:\/\/www.teamogy.com\/wp-content\/uploads\/02_Setup_Green_07-1.png&#8221; _builder_version=&#8221;3.26.5&#8243; width=&#8221;88%&#8221; custom_margin=&#8221;||-1px|||&#8221; custom_padding=&#8221;||60px|||&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;3.27.4&#8243; custom_margin=&#8221;|40px|40px|||&#8221;]<\/p>\n<h3><span>Import business contacts (optional)<\/span><\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;3.27.4&#8243; text_font=&#8221;|300|||||||&#8221; custom_margin=&#8221;|40px|40px|||&#8221;]<\/p>\n<p>This step is not essential, of course it is possible to start using Teamogy without any imported contacts. Anytime there is a new deal, job, supplier costs or whatever is needed to be linked with any business contact, is possible to create contact one by one in the time when it is needed. Here is the guide <a href=\"https:\/\/www.teamogy.com\/en\/manual\/create-a-company\/\">how to create contact<\/a>, it is so easy\u00a0<\/p>\n<p>In case that the client requested to import more contacts and client is also able to prepare the <a href=\"https:\/\/docs.google.com\/spreadsheets\/d\/1wfo7T5bIobrtsyDPM1i9gEy4BUAmbZ5Ow_u0nYGZ1W8\/edit#gid=1995932691\">contacts to this sheet<\/a>, then let&#8217;s serve this request.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>What is possible to import to Teamogy Contacts:<\/strong><\/p>\n<ul>\n<li>Companies (Legal name, Tax registrations numbers, addreses, website, phone, industry, tags, realtion: client or supplier, bank accoounts)<\/li>\n<li>Persons (Salutation, First Name, Last Name, Job title, Contacts)<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>When there is delivered sheet filled by client is possible to import data to the specified company environment. How to is described <span style=\"text-decoration: underline;\"><span style=\"color: #0c71c3;\"><a href=\"https:\/\/www.teamogy.com\/en\/setup\/import-companies\/\" style=\"color: #0c71c3; text-decoration: underline;\">here<\/a><\/span><\/span><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<ul><\/ul>\n<p style=\"text-align: justify;\"><em><\/em><\/p>\n<div class=\"et_pb_module et_pb_text et_pb_text_2 et_pb_bg_layout_light  et_pb_text_align_left\">\n<div class=\"et_pb_text_inner\">\n<blockquote><\/blockquote>\n<\/div>\n<\/div>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;3.26.5&#8243;][et_pb_sidebar area=&#8221;et_pb_widget_area_2&#8243; _builder_version=&#8221;3.26.5&#8243; header_font=&#8221;||||||||&#8221; header_font_size=&#8221;30px&#8221; body_font=&#8221;||||||||&#8221; body_font_size=&#8221;14px&#8221; body_line_height=&#8221;1.6em&#8221;][\/et_pb_sidebar][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Import business contacts (optional)This step is not essential, of course it is possible to start using Teamogy without any imported contacts. Anytime there is a new deal, job, supplier costs or whatever is needed to be linked with any business contact, is possible to create contact one by one in the time when it is [&hellip;]<\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[67],"tags":[],"class_list":["post-30725","post","type-post","status-publish","format-standard","hentry","category-onboarding"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/posts\/30725","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/comments?post=30725"}],"version-history":[{"count":0,"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/posts\/30725\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/media?parent=30725"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/categories?post=30725"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.teamogy.com\/en\/wp-json\/wp\/v2\/tags?post=30725"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}