We have added a feature in Sales CRM which will allow import data by Uploading Import sheet in either CSV or Excel format. This way more leads can be added.
Mutation to import file
Mutation: fileImport
Params: import_type: "employee_lead",
import_file: {
filename: "Employee_lead.csv",
content: "To base 64 converted file"
}
Eg:
The following will be the example for the above mentioned mutation to process records when uploading sheets.
Sample mutation
mutation{
fileImport(file_input: {import_type: "employee_lead",
import_file: {
filename: "employee_lead.csv",
content: "data:file/csv;base64,77u/RW1haWwsZmlyc3RfbmFtZSxob21lX2xjX2lkCmJhbGFqaSsxMjJAY29tbXV0YXR1cy5jb20sQmFsYSwyMjQyCmJhbGFqaSsxMjNAY29tbXV0YXR1cy5jb20sQmFsYSAxMjMsMjI0Mgo="
}
}
)
}
The CSV file headers
- Before creating csv file or excel make sure the file has a required headers to process.
- Employee_lead csv should have following headers
Lead Name
Job Role
Work Email
Phone Country Code
Mobile
Organization Name
Organization Type ID
Industry ID
Product Interest ID
Referral
Local Committee ID
Invite To POP ( True or False or Nil )