Introduction

wolkvox CRM allows you to import records previously exported in wolkvox CRM to restore data after an error or loss of information, ensuring that the import is performed safely and correctly.

This wolkvox CRM feature is designed to import records as a **backup**, not to import new records into the module. It is ideal for restoring data that has been lost or damaged due to a system error. The tool is accessible through the module export settings and requires a CSV file with a specific structure and format to ensure data integrity. It is crucial that the file to be imported was previously exported from the same CRM.

Important Considerations for Import

• File Format: The file must be in CSV format with UTF-8 encoding.    
• Separator: You must use a semicolon (;) as the field separator.    
• Headers: The file headers must be exactly the same as those originally exported.    
• Record Limit: The file cannot exceed 100,000 records.    
• Mandatory Requirement: The _id field is mandatory and must contain a valid value. Unique values cannot be duplicated in the file.    
• Special Fields: Attachment fields are ignored during import. Date fields must be in YYYY-MM-DD HH:mm:ss format, and JSON fields must maintain their original structure.    

Import

 To import records as a backup in wolkvox CRM, follow these steps:

Access the Module Import section

1. In the left sidebar menu, click the button with the gear icon (Configuration).    
2. Then, click on the "General" tab.    
3. Within the "General" section, click on the "Export Modules" tab.    
4. Make sure you are on the "Import" tab.    

    Configure the import parameters

• "Select module" field: Choose the module into which you want to import the records.    
• "Email to notify" field: Type the email address to which the notification about the import result (success or error) will be sent.    
• "File" field: Select the CSV file containing the data to be imported.    
• Checkbox "Run in background and send by email": If you enable this option, the import will run in the background and a notification will be sent to you by email upon completion.    
• Once you have configured all the fields, click the "Import" button to start the process.    
• Note: It is essential to remember that this process cannot be reversed. If the records already exist, the import will update them with the information from the uploaded file.