For the import of the csv files in vtiger we have developed a new module called Adocmaster which splits the procedure of importing in four steps.
Below you will be introduced to its functionality, usage and specific requests.
You can access the Adocmaster module once you have it in your vtiger by clicking on the icon Import Adocmaster.
The next step is about cleaning (or merging) the duplications of the fields. You can chose between the manual or automatic merge and also decide whether you want to have the the duplicates ignored, overwroten or updated. This step also offers the possibility to select manually which fields should undergo an scanner for finding duplicated records.
The idea behind the procedure of importing that was presented above consists in having a clean and real data from a cvs to the vtiger CRM fields, avoiding duplication long procedures of mapping every time you import and choosing from a clean interface a field on vtiger for each imported field.
You can ask more about this extension by writing us on email@example.com