{"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\/es\/onboarding\/import-business-contacts-optional\/","title":{"rendered":"Import business contacts"},"content":{"rendered":"<p>[et_pb_section fb_built=\u00bb1&#8243; _builder_version=\u00bb3.22&#8243;][et_pb_row column_structure=\u00bb3_4,1_4&#8243; module_class=\u00bb et_pb_row_fullwidth\u00bb _builder_version=\u00bb3.25&#8243; width=\u00bb89%\u00bb width_tablet=\u00bb80%\u00bb width_phone=\u00bb\u00bb width_last_edited=\u00bbon|desktop\u00bb max_width=\u00bb89%\u00bb max_width_tablet=\u00bb80%\u00bb max_width_phone=\u00bb\u00bb max_width_last_edited=\u00bbon|desktop\u00bb custom_margin=\u00bb|auto|-51px|121px||\u00bb custom_padding=\u00bb27px|0px|27px|0|false|false\u00bb make_fullwidth=\u00bbon\u00bb][et_pb_column type=\u00bb3_4&#8243; _builder_version=\u00bb3.26.5&#8243;][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/02_Setup_Green_07-1.png\u00bb _builder_version=\u00bb3.26.5&#8243; width=\u00bb88%\u00bb custom_margin=\u00bb||-1px|||\u00bb custom_padding=\u00bb||60px|||\u00bb][\/et_pb_image][et_pb_text _builder_version=\u00bb3.27.4&#8243; custom_margin=\u00bb|40px|40px|||\u00bb]<\/p>\n<h3><span>Import business contacts (optional)<\/span><\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=\u00bb3.27.4&#8243; text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb]<\/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=\u00bb1_4&#8243; _builder_version=\u00bb3.26.5&#8243;][et_pb_sidebar area=\u00bbet_pb_widget_area_2&#8243; _builder_version=\u00bb3.26.5&#8243; header_font=\u00bb||||||||\u00bb header_font_size=\u00bb30px\u00bb body_font=\u00bb||||||||\u00bb body_font_size=\u00bb14px\u00bb body_line_height=\u00bb1.6em\u00bb][\/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\/es\/wp-json\/wp\/v2\/posts\/30725","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\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/comments?post=30725"}],"version-history":[{"count":0,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/posts\/30725\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/media?parent=30725"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/categories?post=30725"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.teamogy.com\/es\/wp-json\/wp\/v2\/tags?post=30725"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}