{"id":460,"date":"2022-09-22T16:31:07","date_gmt":"2022-09-22T16:31:07","guid":{"rendered":"https:\/\/kb.axialcrm.com\/?p=460"},"modified":"2022-11-24T15:39:34","modified_gmt":"2022-11-24T15:39:34","slug":"importar-en-un-crm","status":"publish","type":"post","link":"https:\/\/kb.axialcrm.com\/index.php\/2022\/09\/22\/importar-en-un-crm\/","title":{"rendered":"Importar de datos en un CRM"},"content":{"rendered":"
\n
\"\"<\/figure>\n<\/div>\n\n\n

Importaci\u00f3n de datos en un CRM<\/strong><\/h1>\n\n\n\n

Desde su sistema de CRM debe poder con instrucciones claras saber c\u00f3mo importar datos a su sistema de forma masiva, de este modo comenzar a trabajar en su sistema de CRM lo antes posible, para ello previamente tener en cuenta el apartado de \u00abConfiguraci\u00f3n\u00bb de su sistema de CRM donde poder configurar toda su terminolog\u00eda, campos y listados propios, paso previo y fundamental a su importaci\u00f3n de datos.<\/p>\n\n\n\n

El m\u00f3dulo de importaci\u00f3n de datos de su CRM debe haber sido dise\u00f1ado para:<\/p>\n\n\n\n

    \n
  • Importar datos desde una base de datos existente o un nuevo archivo de datos<\/li>\n\n\n\n
  • Actualizar registros existentes con nuevos datos<\/li>\n\n\n\n
  • Crear Actividades, Reuniones, Oportunidades, Productos y Ventas desde una importaci\u00f3n<\/li>\n<\/ul>\n\n\n\n

    Al importar Datos, por favor, t\u00f3mese su tiempo para leer la gu\u00eda que su proveedor de CRM le ofrecer\u00e1 y\/o visionar alguno de los v\u00eddeos tutoriales que habr\u00e1n editado paso a paso, ya que se ahorrar\u00e1 tiempo y reducir\u00e1 el riesgo de que su importaci\u00f3n salga mal.<\/h2>\n","protected":false},"excerpt":{"rendered":"

    Lea nuestra gu\u00eda de primeros pasos y aprenda como comenzar a usar AxialCRM de forma r\u00e1pdia y sencilla.<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9],"tags":[],"class_list":["post-460","post","type-post","status-publish","format-standard","hentry","category-terminologia"],"yoast_head":"\nImportar de datos en un CRM - Axial CRM Knowledge Database<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/kb.axialcrm.com\/index.php\/2022\/09\/22\/importar-en-un-crm\/\" \/>\n<meta property=\"og:locale\" content=\"es_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Importar de datos en un CRM - Axial CRM Knowledge Database\" \/>\n<meta property=\"og:description\" content=\"Lea nuestra gu\u00eda de primeros pasos y aprenda como comenzar a usar AxialCRM de forma r\u00e1pdia y sencilla.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/kb.axialcrm.com\/index.php\/2022\/09\/22\/importar-en-un-crm\/\" \/>\n<meta property=\"og:site_name\" content=\"Axial CRM Knowledge Database\" \/>\n<meta property=\"article:published_time\" content=\"2022-09-22T16:31:07+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-11-24T15:39:34+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/kb.axialcrm.com\/wp-content\/uploads\/2022\/07\/Axial_Axial_original_respectarea-2-1024x514.png\" \/>\n<meta name=\"author\" content=\"Michel Monserrate\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Escrito por\" \/>\n\t<meta name=\"twitter:data1\" content=\"Michel Monserrate\" \/>\n\t<meta name=\"twitter:label2\" content=\"Tiempo de lectura\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minuto\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/kb.axialcrm.com\/index.php\/2022\/09\/22\/importar-en-un-crm\/\",\"url\":\"https:\/\/kb.axialcrm.com\/index.php\/2022\/09\/22\/importar-en-un-crm\/\",\"name\":\"Importar de datos en un CRM - 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