04-07-2018 10:23 AM - edited 04-07-2018 10:26 AM
I have about 450 clients in an Excel spreadsheet,
It includes Name, Address Telephone etc, and the Service name
All I need to do is import these clients into UCRM with the services.
I tried the CSV import, but this only imports everything else besides the Services.
My spreadsheet looks like this:
|Name||Street Address||IP||Plan||Connected to|
|jo@isp||12 sample||10.0.1.130||2Mbps Home Uncapped [1:7]||CoreRouter|
|new@isp||39 biew st||10.0.1.173||4Mbps Home Uncapped [1:7]||CoreRouter|
|client5@isp||88 cob ave||10.0.1.44||2Mbps Home Uncapped [1:7]||CoreRouter|
I can program in Delphi, and know a bit of PHP.
If anyone has already coded an import script please share it with me
How would I use the API via Delphi?
04-09-2018 07:25 AM
If you want to try Delphi to create a custom API script, you can but we recommend PHP because it can be shared easily with others and also it could be upgraded into UCRM Plugin.
Eventually, we can help with the UCRM Plugin (based on PHP and API) but I can't give you any ETA (give us a couple of weeks).
04-18-2018 08:51 AM
@DavidG1987 You would need to use cURL in Delphi, i'm not familiar with Delphi itself but in order to conect to the API you would need to connect via cURL.
As far as PHP goes, a simple function that can read the csv file should be enough to loop through the records and do whatever you need it to do.
PM and i can probably help you further if you still need it.
06-04-2018 03:56 AM
06-05-2018 01:47 AM
07-03-2018 02:14 AM
04-08-2019 02:49 AM
Any news about importing IP`s for clients when migrating ? I realy need some help for this. I want to put ucrm in production, but importing hundreds of clients manualy, were mitake occur, is not the way to do it.
CSV import is missing Client ID.
We have nearly 1000 customers, which already has Client IDs. I can't import them because og missing Client ID in the CSV
Any building a plugin som importing customers directly from excel?
@SimonK the internal ID cannot be imported, this number is automatically generated for each newly created or imported client. However, you can use "Custom ID", which can be manually modified or imported from csv, check out the first mapping field: