XLS Import extension for Vtiger CRM

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

xls import for vtiger

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

XLS Import features

xls csv import for vtiger

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:

You can find manual for Vtiger 7.x and Vtiger 6.x below:

*All steps apply for Vtiger 6.x too, there is just layout difference

Issue: Importing .csv files, mapping not loading properly

Are you trying to import .csv file, but you are getting this as a result? :

Issue: Importing .csv files, mapping not loading properly

Solution: In the second step after loading file, select “Semicolon” as a Delimiter (separator):

Solution: In the second step after loading file, select "Semicolon" as a Delimiter (separator):

Issue: Wrong decimal values after import of file

Example: When importing a .csv or .xls file with decimal values (for example 105,26) the value imported into the system is 10,526 (in thousands and without the two decimal digits).

System preferences are: 2 decimal places, with decimal separator set to “comma” (,) and group separator set to “period” (.)

Solution: To solve this upon exporting select the Delimiter (separator) to Semicolon as on the image above.

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

  • 28 October 2022: 4.10
    • added option to update prices of Products and Services in Prices Book via More button in the detail view of the Price Book record
    • added option to assign imported records to the specific users in the CRM via Assigned to fields
    • solved compatibility problems when inserting pick list values with diacritics
    • other minor improvements
  • 13 April 2022: 4.9
    • when an error occurs with an imported file that has more than 100 records, it will display error in the error log now

— 2021 —

  • 3 December 2021: 4.8
    • exported records from the Reports 4 You, will no longer causing issues when importing a records with date fields
    • module Calendar and the Events records which had a default date value, will be no longer imported with year 1970
    • other minor bug fixes
  • 5 August 2021: 4.7
    • Vtiger 7.4 compatibility
    • fixed issue where if the file had special characters in the name, then when uploading the file in XLS Import it was not possible to continue to import
  • 22 June 2021: 4.6
    • resolved some incompatibility with Multi Company extension
  • 19 May 2021: 4.5
    • fixed numbering issues after importing the records in some rare cases
  • 3 March 2021: 4.4
    • added compatibility with Multi Company numbering
    • fixed issue where numbers were not properly imported if the field was an Integer type
  • 5 February 2021: 4.3
    • fixed issue where imported records were missing a record number (Record No.)

— 2020 —

  • 13 November 2020: 4.2
    • fixed issue where during creation of Import, creating Picklist values feature was causing issues with the database and was mixing the records, what created duplicity
    • fixed issue where importing .csv files caused error on some Vtiger systems
  • 11 May 2020: 4.1
    • added new icon for XLS Import module
    • fixed issue with Duplicates handling, where you had only one option to Skip (should be: Skip, Overwrite and Merge)
  • January 2020: 4.0
    • new validation system via our FREE extension Installer

— 2019 —

  • August 2019: 700.1.1
    • minor bug fixes
  • August 2019: 700.1.0
    • extension release

Try XLS Import via our Extension Packages Trial (14 days)

(included in Extended and All Access packages)