Importing Clients Data

Home Forums CRM Importing Clients Data

Tagged: ,

This topic contains 1 reply, has 2 voices, and was last updated by  Shawon Chowdhury 1 year, 3 months ago.

  • Author
    Posts
  • #6563

    beststartup
    Participant

    Hi all,
    I would need help with a new big project I really would like to do with WPERP

    I have a big client of mine… a group of Gym with more than 15K members. They actually use TeamSystem Wellness CRM Management tool but they want to dismiss it. I would like to know

    – Into WPERP CRM it would be possible to import actual Clients data through. CSV or Html?
    – Into WPERP through Woocommerce module… it would be possible to manage Clients Monthly Subscription…

    Awaiting from you urgently (tomorrow morning I am going to have a meeting with this client) Many thanks

    Valerio

  • #6575

    Shawon Chowdhury
    Moderator

    @beststartup,
    # Into WPERP CRM it would be possible to import actual Clients data through. CSV or Html?
    –> Yes, it is possible to import contacts via CSV file (ERP Settings -> Tools -> Import)

    # Into WPERP through Woocommerce module… it would be possible to manage Clients Monthly Subscription…
    –> Sorry, this can not be done by WooCommerce Integration. WooCommerce Integration imports new contacts and customers along with the orders from WooCommerce.
    And as we do not have any extension to integrate wooCommerce Subscription right now, so this integration is not possible at the moment. But we have a plan to develop an extension for subscription system.

    Thank you 🙂

You must be logged in to reply to this topic.