Importing the list of clients/sv: Difference between revisions

Created page with "'''Så här använder du det här alternativet:''' :1. Aktivera den anpassade funktionen "Importera kunder" på sidan Anpassade funktioner: 1200px | center|link=https://help.simplybook.me/images/5/55/Import_clients_enable_path_redesigned.png <br><br>"
Created page with "{{#seo: |title=Importera kundlistan – SimplyBook.me |description=Importera en lista över kunder till ditt SimplyBook.me-konto. Följ vår guide för en smidig installationsprocess. Börja här! |titlemode=lägg till |keywords=faq, vanliga frågor, bokningsprogramvara, frågor om bokningssystem, onlinebokningar, kalenderprogramvara, bokningssystem, bokningskalender, schemaläggningsprogramvara, onlinebokning, onlinebokning, plugins, anpassade funktioner, anpassad bokni..."
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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. Förbered din Excel-fil.  
:2. Prepare your Excel file.  
:- Ingen text ska skrivas ovanför listan med kunder.
:- No text above the list of clients should be written
:- Se till att alla celler visas korrekt.
:- Make sure all cells are correctly displayed
:- Spara filen i .csv-format med kommatecken som separator.
:- 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 till Hantera//Kunder//Importera från CSV eller klicka helt enkelt på "Inställningar" bredvid denna anpassade 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. Klicka på "Välj fil" och välj den förberedda filen.
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: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. Tilldela värden till kolumnerna från rullgardinsmenyerna i den övre fältet (ovanför varje kolumn, markerade med svarta pilar). Tilldela "namn", "e-post" och "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)
:(om du använder [[Special:MyLanguage/Client_Fields_Custom_Feature|funktionen Anpassade klientfält]] kan du också importera vissa av formulärvärdena)
[[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. Press "Confirm clients import".  
:6. Press "Confirm clients import".