How to Export Contacts in Vuente System

Log In to your system

Go to Contacts- Contacts, change to list view

Tick the names of contact you want to export

Click Action then select Export

Export Data pop up window will open

1. Click Save Exports and click Upload Contacts Tmp

2. Click Export File

csv file will download with res.part file name




How to Import Contacts in Vuente System

Log In to your system

Go to Contacts- Contacts, change to list view

Click on Import

1. Click Choose File

2. choose the res.partner csv file

 

it will open into this view

Make sure the details eg email, mobile, name corresponds to the title

 

 

3. Click Validate

4. Then click import




How to add new system in Vuente

First go to www.vuente.com, click Training and Support tab, dropdown will show then click Try Vuente

Fill in the details needed then click Try Now

  • First Name
  • Last Name
  • Company Name
  • Email
  • Mobile
  • Street
  • City
  • Zip / Postal Code
  • Country
  • System Name (System Name becomes subdomain e.g. mysystem.vuente.com)
  • Password