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Import & Eksport af Data
Importér biler, kunder og aftaler fra Excel eller andre systemer - og eksportér til regnskab, statistik eller backup.
Forskellen i hverdagen
Sådan ser det ud med og uden.
I dag
Uden Import/Eksport
- Migrering fra et andet system er besværlig
- Data skal eksporteres manuelt til regnskab
- Ingen standardiseret import-format
Med CARRUSLiNK
Import/Eksport samlet ét sted
- Import fra Excel, CSV og andre CRM-systemer
- Guided import med kolonne-mapping
- Fejlrapport ved import - se hvad der ikke kunne importeres
- Eksport af biler, kunder, aftaler og rapporter
- Automatisk eksport til regnskabssystem
- Backup-eksport af alle data
Sådan virker det
Tre lag der gør forskellen i import/eksport
Data samlet
Alt om kunden, mails, biler, noter, værkstedshistorik, ligger samlet på kundekortet. Ingen private indbakker.
Logik på toppen
Systemet ser hvad der mangler, opfølgninger, fornyelser, mersalg, og prioriterer dagens opgaver for jer.
Handling automatisk
Det vi kan automatisere. SMS, mails, påmindelser, opgaver, gør systemet selv. Resten lander hos rette sælger.
CARRUSLiNK gør det nemt at importere data fra dit nuværende system - Excel, CSV eller eksport fra andre CRM-systemer. En guided import-flow mapper dine kolonner, og du får en fejlrapport for ting der ikke kunne importeres. Eksport til regnskab, statistik eller backup er altid tilgængeligt.
Se import/eksport i aktion
30 minutters demo - vi viser dig præcis hvordan import/eksport fungerer i CARRUSLiNK.
FAQ