[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"cms-entry-help-importing-data-from-excel-en":3},{"message":4,"data":5,"success":40},"OK",{"id":6,"entry_type":7,"locale":8,"slug":9,"title":10,"summary":11,"body":12,"blocks":13,"author_name":14,"published_at":15,"updated_at":15,"data":16,"category":14,"tags":17,"related":18,"alternates":31,"seo":36,"cover":14,"media":39,"preview":38},30,"help","en","importing-data-from-excel","Importing Data from Excel or CSV","Import accounts, contacts, leads, opportunities and products from Excel or CSV in the right order, without creating duplicates.","> The CRModular interface is currently in Turkish. Menu and button names are shown in **bold Turkish** with an English explanation in brackets.\n\nImports are done on **Ayarlar → Veri Yönetimi** (Settings → Data management).\n\n## Order matters\n\nRelationships are built in this order: **Products → Accounts → Contacts → Leads → Opportunities**. If you import contacts before their accounts, they cannot be linked to a company.\n\n## 1. Duplicate rules first\n\nDefine duplicate rules **before** importing. For example, exact match on tax number for accounts and on email for contacts → action *Block* or *Alert*.\n\n## 2. Prepare the file\n\n- Put column headers in the first row.\n- Use a separate file or sheet per object.\n- Remove duplicate and empty rows.\n- Keep dates in a single format.\n\n## 3. Start the import\n\n1. **İçe Aktarma Başlat** (Start import): choose a job name, target object and file.\n2. Check the **field mapping** in the preview.\n3. Choose a mode: **Yeni Kayıt Ekle** (insert), **Mevcut Kayıtları Güncelle** (update) or **Varsa Güncelle, Yoksa Ekle** (upsert). For update modes, pick the matching key field (e.g. email).\n4. Set **Yinelenenleri atla** (skip duplicates) and **Hatalı satırları atla** (skip error rows), then click **Oluştur ve Başlat** (Create and start).\n\n## 4. Review the result\n\nThe **Detaylar** (Details) screen shows successful and failed rows. Fix the failed rows and re-import only those.\n\n## 5. Data quality\n\nWith **Veri Kalitesi Kuralları** (Data quality rules) define and run required, unique, format (regex) and range rules, then clean up violations.\n\n> If your plan's contact limit is exceeded, extra contact records are not added.\n\n## Check\n\nDo record counts match the source file? Are the fields right on 10 random records?\n",[],null,"2026-10-03T17:31:25.528Z",{},[],[19,23,27],{"slug":20,"title":21,"summary":22,"entry_type":7},"getting-started-setup-guide","Getting Started: Set Up Your Account Step by Step","From sign-up to go-live: a starter guide to which settings to configure in which order, and how to check each step.",{"slug":24,"title":25,"summary":26,"entry_type":7},"company-settings-and-security","Company Settings and Security (Including Two-Factor Authentication)","Set time zone, currency, password policy, session timeout and two-factor authentication, and reset 2FA for a user who lost their phone.",{"slug":28,"title":29,"summary":30,"entry_type":7},"sales-process-stages-and-reasons","Sales Process: Stages, Required Steps and Win\u002FLoss Reasons","Set up opportunity stages, sales path guidance, win\u002Floss reasons and territory-based automatic assignment.",[32,35],{"locale":33,"slug":34},"tr","excel-ile-veri-ice-aktarma",{"locale":8,"slug":9},{"title":37,"description":11,"canonical_url":14,"noindex":38,"og_image":14},"Importing Data from Excel or CSV | CRModular Help",false,{},true]