Gorelo provides the ability to efficiently manage your business data by allowing you to import and insert clients, contacts, and products. Additionally, you can export this data in a CSV format for easy sharing and analysis. This feature can be accessed from Admin Settings > Import & Export.
Import Clients
To export clients, click the 'Import' button next to 'Clients'.
Click 'Drop files here or click to upload' option if you wish to import clients through .CSV or xls file.
You can also paste the table of clients by clicking on the 'click here to copy paste table data'.
Paste the relevant data and click 'Next'.
Verify the uploaded or pasted data in preview section then click 'Next'.
Map the relevant columns of your data with the displayed fields and click 'Next'.
Verify the mapped header in preview mode and click 'Submit'
Your data will start 'Processing'.
Your data will start 'Uploading'.
Once the uploading is done, the clients will be imported and are visible in the Client list.
Import Products
To export clients, click the 'Import' button next to 'Products'.
Click 'Drop files here or click to upload' option if you wish to import clients through .CSV or xls file.
You can also paste the table of clients by clicking on the 'click here to copy paste table data'.
Paste the relevant data and click 'Next'.
Verify the uploaded or pasted data in preview section then click 'Next'.
Map the relevant columns of your data with the displayed fields and click 'Next'.
Verify the mapped header in preview mode and click 'Submit'
Your data will start 'Processing'.
Your data will start 'Uploading'.
Once the uploading is done, the products will be imported and are visible in the Product list.
Import Contacts
To export clients, click the 'Import' button next to 'Products'.
Click 'Drop files here or click to upload' option if you wish to import clients through .CSV or xls file.
You can also paste the table of clients by clicking on the 'click here to copy paste table data'.
Paste the relevant data and click 'Next'.
Verify the uploaded or pasted data in preview section then click 'Next'.
Map the relevant columns of your data with the displayed fields and click 'Next'.
Select the Country code from drop down and Verify the mapped header in preview mode and click 'Submit'
Your data will start 'Processing'.
Your data will start 'Uploading'.
Once the uploading is done, the contacts will be imported and get visible in the Contact list.
Export Clients
To export clients, click the 'Export' button next to 'Clients'.
This action will start the file download process on your computer.
The downloaded file will include a complete list of all your clients.
Export Products
To export clients, click the 'Export' button next to 'Products'.
This action will start the file download process on your computer.
The downloaded file will include a complete list of all your clients.
Export Contacts
To export clients, click the 'Export' button next to 'Contacts'.
This action will start the file download process on your computer.
The downloaded file will include a complete list of all your clients.