Dear vtiger Subscribers,

Here is the user manual for our quick import plugin for Invoice module of vtiger.

Vtiger CRM by default does not have the import and export option for inventory records. Hence the vTigress team started out by making a tool for importing and exporting inventory records. As a byproduct of this, we were able to create what are called quick import plug-ins for Sales order, Purchase order, Quotes and Invoice module on vtiger.

Presenting the Invoice order quick import plug in for vtiger5.4 that imports the mandatory fields and handles error records also.

Features

  • Works with vtiger CRM5.4
  • INV Import is a quick import for Invoice order records
  • vtiger5.4 compatible
  • Module manager installable
  • Simple import of all records with the click of a button
  • Error handling of bad imports

 INV (invoice order) Quick Import installation

  • Go to the vtiger instance and login with the specified credentials.
vtiger installation manual

vtiger admin page

  • The home page is as shown below. Go to CRM settings in the right corner and click on module manage.
vtiger installation guide

vtiger instance page

  • Now go click on custom module and then click on Import new.
vtiger installation guide

Settings Page

  • Click on choose file and import an Invoice zip file from the Computer and click on import.

    vtiger installation manual

    Import a Zip file

  • Now accept the license and click on yes.

    Import a Zip file

    Import a Zip file

  • Now go back to home page and click on “More” and choose “Invoice order” from the list. Now it redirects to screen below. Then you will see a “INV Import” button available for importing INV records.
Verify the INV Import Plugin

Verify the INV Import Plugin

Import the Invoice order records from the excel file

  • As shown in the picture click on ‘INV Import’ button and import an excel file with Invoice order module records which contains only mandatory fields.
Choose an excel file.

Choose an excel file.

  • Conform the import of the excel file.
vtiger installation guide

Conform the import

  • When it is a good file the results will be as shown below. All records are fine without any errors.
Verify the recorded Imports

Verify the recorded Imports

  • This screen shows a bad import file with an error, which is not approved in the CRM hence colored in red.

    Check the error records.

    Check the error records.

  • Now refresh the page and see all the correct imports are imported on the screen.

    Refresh the page

    Refresh the page

To download this guide, please use this link-Invoice Quick Import User Guide

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