XLS Import extension for Vtiger CRM

This is the tool which allows you to import data from the .xls .xlsx .vcf .csf files to your CRM

In 3 easy steps you are able to import records you need!

XLS Import features

  • Import data from the files in to CRM
  • Formats supported: .xls .xlsx .vcf .csf
  • Available for all Vtiger modules
  • Duplicated data handling
  • Workflow trigger option
  • Save custom fields mapping for import
  • Big size files supported
  • Error reporting after import
  • Easy installation & usage
  • Vtiger 7.x/6.x compatible
  • Included in our packages: Extended, All Access

Start using XLS Import now!

Installation & Usage

Installation & Validation is via our Free Extension Installer

For detailed guide how to validate and install our modules visit guide below:

After successful installation of XLS Import you are able to access module and start using it.

We will show you how you can use our extension easy in a few steps. Every feature/step will be explained in next steps. As an example, we will work with Contacts module. So the goal is to import contacts.

  1. Navigate via menu to the XLS Import module: TOOLS — XLS Import, you will be redirected to the list view.
  2. Click on the  button and pop-up window for import process will be displayed.
  3. Next select for which module you want to import records. In our case it is Contacts. Also load the .xls file with your contacts database.
    File with your contacts (.xls) should look like this (this is just our example with 3 records):

    After loading the .xls file proceed with the  button.
  4. In next step you can edit Name of the Import and set mapping for the Vtiger fields. You can also save mapping for future use.

    Continue via  button to start importing your contacts.
  5. After importing of records is done, you will see in the next step Results. You can check how many records were imported and if any of them failed to import.

    Continue via  button to finish the import. After that you will be redirected to the Contacts module to see all contacts you imported.

Creating new XLS Import step 1:
Creating new XLS Import step 2:Creating new XLS Import step 3, results:Creating new XLS Import, imported contacts

  • January 2020: 4.0
    • new validation system via our FREE extension Installer
  • August 2019: 700.1.1
    • minor bug fixes
  • August 2019: 700.1.0
    • extension release

Try XLS Import on our Vtiger 7.1 demo

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