{"id":28128,"date":"2020-01-22T11:39:55","date_gmt":"2020-01-22T11:39:55","guid":{"rendered":"https:\/\/www.teamogy.com\/?p=28128"},"modified":"2020-01-22T11:39:56","modified_gmt":"2020-01-22T11:39:56","slug":"import-companies","status":"publish","type":"post","link":"https:\/\/www.teamogy.com\/es\/setup\/import-companies\/","title":{"rendered":"Import Companies"},"content":{"rendered":"

[et_pb_section fb_built=\u00bb1″ _builder_version=\u00bb3.22″][et_pb_row column_structure=\u00bb3_4,1_4″ custom_padding=\u00bb27px|0px|27px|0|false|false\u00bb module_class=\u00bb et_pb_row_fullwidth\u00bb _builder_version=\u00bb3.25″ width=\u00bb89%\u00bb width_tablet=\u00bb80%\u00bb width_last_edited=\u00bbon|desktop\u00bb max_width=\u00bb89%\u00bb max_width_tablet=\u00bb80%\u00bb max_width_last_edited=\u00bbon|desktop\u00bb make_fullwidth=\u00bbon\u00bb][et_pb_column type=\u00bb3_4″ _builder_version=\u00bb3.25″ custom_padding=\u00bb|||\u00bb custom_padding__hover=\u00bb|||\u00bb][et_pb_text _builder_version=\u00bb3.26.5″ custom_margin=\u00bb|40px|40px|||\u00bb]<\/p>\n

Import Companies<\/h3>\n

[\/et_pb_text][et_pb_text _builder_version=\u00bb3.26.5″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb custom_padding=\u00bb||0px|||\u00bb]<\/p>\n

We need tools to do the agenda more faster. Import is one of these tools. Clients often have many contacts, which they want to enter into the Teamogy. You can import it as one big part.<\/p>\n

You just need to follow these steps to do it successfully:<\/p>\n

1. Prepare the Google Sheet, or Excel, with regarding data.<\/strong> (Import template is here<\/span><\/a><\/span>.)<\/p>\n

2. Go to Dashboard and check your address bar.<\/strong> Behind the agency id, instead of Dashboard enter \u00abimport\u00bb.<\/p>\n

[\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/Screenshot-2020-01-21-at-13.47.11-1.png\u00bb show_in_lightbox=\u00bbon\u00bb _builder_version=\u00bb3.26.5″ box_shadow_style=\u00bbpreset2″ custom_margin=\u00bb|40px|40px|||\u00bb][\/et_pb_image][et_pb_text _builder_version=\u00bb3.26.5″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb custom_padding=\u00bb||0px|||\u00bb]<\/p>\n

3.\u00a0\u00a0Copy your data from the prepared Excel or Google Sheet and copy it to the prepared spreadsheet with the title Companies.<\/strong><\/p>\n

[\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/import-companies.png\u00bb show_in_lightbox=\u00bbon\u00bb _builder_version=\u00bb3.26.5″ box_shadow_style=\u00bbpreset2″ custom_margin=\u00bb|40px|40px|||\u00bb][\/et_pb_image][et_pb_text _builder_version=\u00bb3.26.5″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb custom_padding=\u00bb||0px|||\u00bb]<\/p>\n

4. Check if everything pasted right. Then Click on Import.<\/strong> (If something went wrong with the data in the spreadsheet, click on Reset Import Table.<\/em>)<\/p>\n

[\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/Screenshot-2020-01-22-at-11.56.41.png\u00bb show_in_lightbox=\u00bbon\u00bb _builder_version=\u00bb3.26.5″ box_shadow_style=\u00bbpreset2″ custom_margin=\u00bb|40px|40px|||\u00bb][\/et_pb_image][et_pb_text _builder_version=\u00bb3.26.5″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb custom_padding=\u00bb||0px|||\u00bb]<\/p>\n

5. System will tell you, that import was OK.<\/strong><\/p>\n

[\/et_pb_text][et_pb_video src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/IMPORT-COMPANIES.mp4″ src_webm=\u00bbhttps:\/\/youtu.be\/h52u_hT2WUU\u00bb _builder_version=\u00bb3.26.5″ custom_margin=\u00bb|40px|40px|||\u00bb][\/et_pb_video][et_pb_text _builder_version=\u00bb3.26.5″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb-14px|40px||||\u00bb custom_padding=\u00bb12px|0px||||\u00bb text_font_last_edited=\u00bboff|desktop\u00bb global_module=\u00bb14686″ saved_tabs=\u00bball\u00bb]<\/p>\n

Get in Touch<\/b><\/span><\/p>\n

If you have problem or need further assistance, do not hesitate contact Teamogy Support. Use online chat (inside Teamogy or everywhere on\u00a0www.Teamogy.com<\/a><\/span> in the lower right corner) and you will get prompt reply.<\/span><\/p>\n

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Import CompaniesWe need tools to do the agenda more faster. Import is one of these tools. Clients often have many contacts, which they want to enter into the Teamogy. You can import it as one big part. You just need to follow these steps to do it successfully: 1. Prepare the Google Sheet, or Excel, […]<\/p>\n","protected":false},"author":11,"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":[110],"tags":[],"class_list":["post-28128","post","type-post","status-publish","format-standard","hentry","category-setup"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/posts\/28128","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/comments?post=28128"}],"version-history":[{"count":0,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/posts\/28128\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/media?parent=28128"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/categories?post=28128"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/tags?post=28128"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}