Introduction
Are you tired of manually updating dropdown values in SuiteCRM? Say goodbye to time-consuming tasks with the Dropdown Importer add-on, designed to seamlessly import large lists of values using a simple CSV file. Developed by Simbanic, this powerful tool can transform the way you manage dropdowns in SuiteCRM.
Why Choose the Dropdown Importer?
This add-on is a game-changer for SuiteCRM users, allowing them to save significant time and effort. The ability to import values directly from a CSV file revolutionizes the process, maximizing productivity.
How It Works
The import process is straightforward and involves three key steps:
Step 1: Upload the CSV File
Navigate to Admin > Import Dropdown under the “Dropdown Importer” section. From here, you can upload your .CSV file to either import into an existing dropdown or create a new one.
Step 2: Confirm Key and Value Pairs
To avoid errors, confirm the key and value pairs. You can choose between:
- Replacing existing entries with new data if the same key is found.
- Not replacing existing entries, preserving original display labels.
Step 3: Display Import Results
View the outcome of your import. If needed, you can undo the import to remove the data from the dropdown. In case of new dropdowns, the old data column will remain blank.
Additional Features
The Dropdown Importer offers several notable features to enhance your SuiteCRM experience:
- Integration with Glances: Consolidate your SuiteCRM data in one place for easy access to customer insights and tasks.
- Quick Updater: Update Module Records efficiently without the need for saving multiple times, streamlining the editing process.
Support and Demo Requests
If you’ve purchased the add-on and have questions, consider creating a support case for assistance. Alternatively, if you’re considering a purchase and would like a demo, contact the seller directly for a more comprehensive overview.
Conclusion
The Dropdown Importer add-on transforms SuiteCRM dropdown management with its streamlined approach, saving you valuable time and simplifying operations. Enhance your productivity today by integrating this efficient tool into your CRM workflow.
