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Importing the list of clients/da: Difference between revisions

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Created page with "==== Sådan importeres kunder ==== <span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Gratis tilpasset funktion!</span> <br><br> :'''OBS!''' Det er forbudt at importere en kundeliste med e-mails og kundeoplysninger, hvor kunderne ikke specifikt har givet dig tilladelse til det. <br> :'''Bemærk,''' at denne funktion kun er tilgængelig med Standard- og Premium-abonnementer (tidligere Advanced, Gold og Platinum).<br> :Som standard er det kun muligt..."
Tags: Mobile edit Mobile web edit
Created page with "'''Sådan bruges denne indstilling:''' :1. Aktivér den tilpassede funktion "Importér kunder" på siden Tilpassede funktioner: 1200px | center|link=https://help.simplybook.me/images/5/55/Import_clients_enable_path_redesigned.png <br><br>"
Tags: Mobile edit Mobile web edit
 
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[[File:Import clients enable path redesigned.png|1200px | center|link=https://help.simplybook.me/images/5/55/Import_clients_enable_path_redesigned.png]]
[[File:Import clients enable path redesigned.png|1200px | center|link=https://help.simplybook.me/images/5/55/Import_clients_enable_path_redesigned.png]]
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:2. Forbered din Excel-fil.  
:2. Prepare your Excel file.  
:- Der må ikke skrives tekst over listen over kunder.
:- No text above the list of clients should be written
:- Sørg for, at alle celler vises korrekt.
:- Make sure all cells are correctly displayed
:- Gem filen i .csv-format med komma som skilletegn.
:- Save file in .csv format with comma separation.
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:3. Go to Manage//Clients//Import from CSV or simply click on "Settings" near this custom feature.  
:3. Gå til Administrer//Kunder//Importer fra CSV eller klik blot på "Indstillinger" ved siden af denne brugerdefinerede funktion.  
[[ File:Import csv file path redesigned.png|1200px | center|link=https://help.simplybook.me/images/c/cb/Import_csv_file_path_redesigned.png]]
[[ File:Import csv file path redesigned.png|1200px | center|link=https://help.simplybook.me/images/c/cb/Import_csv_file_path_redesigned.png]]
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:4. Tryk på "Vælg fil" og vælg den forberedte fil.
<div lang="en" dir="ltr" class="mw-content-ltr">
:4. Press "Choose file" and select the prepared file.
[[File:Import page redesigned.png|1200px| center|link=https://help.simplybook.me/images/0/06/Import_page_redesigned.png]]
[[File:Import page redesigned.png|1200px| center|link=https://help.simplybook.me/images/0/06/Import_page_redesigned.png]]
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:5. Assign values to the columns from drop-down lists in the upper bar (above each column, marked with black arrows). Assign "name", "email" and "phone".<br>
:5. Tildel værdier til kolonnerne fra rullelisterne i den øverste bjælke (over hver kolonne, markeret med sorte pile). Tildel "navn", "e-mail" og "telefon".<br>
:(if you are using [[Special:MyLanguage/Client_Fields_Custom_Feature|Client Fields Custom Feature]] you can also import some of the forms values)
:(hvis du bruger [[Special:MyLanguage/Client_Fields_Custom_Feature|funktionen "Brugerdefinerede felter]] ", kan du også importere nogle af formularværdierne)
[[File:Assign values to columns import redesigned.png|1200px | center|link=https://help.simplybook.me/images/b/bf/Assign_values_to_columns_import_redesigned.png]]
[[File:Assign values to columns import redesigned.png|1200px | center|link=https://help.simplybook.me/images/b/bf/Assign_values_to_columns_import_redesigned.png]]
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:6. Tryk på "Bekræft import af kunder".  
<div lang="en" dir="ltr" class="mw-content-ltr">
:''Bemærk, at der kun vises 10 kunder i forhåndsvisningen, men efter importen vises alle kunder.''
:6. Press "Confirm clients import".  
:''Please note that only 10 clients will be shown in preview, but after you import, all clients will be shown.''
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;Hvis du ikke kan importere kunder, skal du kontrollere de mulige årsager:
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:1. Formatet på .csv-filen er forkert. Den skal gemmes i .csv med komma eller tabulator som skilletegn.<br/>
;If you can't import clients, please check the possible reasons:
:2. Der er tekst over dataene eller unødvendige kolonner, der forhindrer en vellykket import. Slet teksten.<br/>
:1. Format of .csv file is incorrect. It should be saved in .csv with comma or tab separation.<br/>
:3. Der er ikke tildelt værdier. Brug rullemenuerne over kolonnerne til at tildele værdier som "navn", "e-mail", "telefon" osv.
:2. There is some text above the data or unnecessary columns that prevent successful import. Please delete the text.<br/>
:3. Values are not assigned. Use drop-down menus above the columns to assign values "name", "email", "phone", etc.
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