You can transfer batch data to Minimum CRM via Microsoft Excel files. With Excel, you can quickly complete your operations on CRM data management. With Minimum CRM, you will face no problems when you handle batch CRM data management.
– Please note that your Microsoft Excel document is saved with the (.xlsx) extension while transferring data to the Minimum CRM.
– Enter all the necessary information in the relevant rows, so that in new imports, information about all records will be placed in the CRM system by matching the corresponding field name in the column. For this, you need to match the column headings of the file that you will import to the Minimum CRM with the module headers at the data transfer interface.
– Then select the “Add as New Record” option on the interface.
– Then you can easily finish the import.
Note: While creating your transfer file, you can access a ready-made template by performing an export in the module. Open the CSV file downloaded to your local disk and save it as .xlsx extension. If the field name you are looking for is not included in the template, you can add it as a new column by yourself.
Assigning contacts to the companies in data imports
You can facilitate assigning contacts to the companies by arranging contact records accordingly in the import file. Thus, you can both import companies and assign contacts to them simultaneously. You will not lose time by manually assigning contacts to the companies.
For this, you must first export your existing companies in the companies module. You need to match the data in the column containing the CRM system identification numbers (ID) of the companies in the downloaded file to the relevant company column in the contacts file you will import.
In other words, if you want to match Contact A to Company B, you must first add the ID of Company B to the Related Company field in the row where the Contact A is located. With this logic, you can perform the transaction by typing the IDs of company B in the relevant company fields of all the people you want to identify to company B. We recommend using the VLOOKUP function of MS Excel for files with a large number of records.
Batch Data Update
When you want to add new lines of information for each record simultaneously, or when you want to update the fields that can vary very often and differ for each record, such as the product price at one go; you use batch data update. Alternatively, when you define a new custom field on your module card, you can use the batch data update feature of Minimum CRM to fill all new information without having to enter the details to each record one by one.
– Minimum CRM uses CRM system identification numbers (IDs) to update existing records. To access the IDs of your existing records and make the necessary changes, you have to export the data in the relevant module to your local disk.
– Save the downloaded CSV file with the .xlsx extension. If the field name you are looking for is not included in the template, you can add it as a new column.
– Enter all the necessary information in the relevant rows. The information about all records will be updated in the CRM system by matching the module field names with the corresponding column headers. To achieve this, select the “Update Existing Records” option in the Minimum CRM transfer interface. If there are new records in your list, you can select the “Both” option.
Then you can easily make your transfers.
The following rules are extremely crucial when importing an excel file.
-Date-based fields should use Day / Month / Year (eg: 21/05/2020) format.
-If there will be decimal value entries in money and digital fields, a period (.) should be used when separating the decimals.
-For entries that you will make based on the number or phone (telephone, identification number, product code, dealer number, etc.), if the number in question starts with zero, be sure to format the cells as text when importing. Thus, your number will be imported as leading with zero.
-In single selection based fields, row values of the options should be written in square brackets. For example; The sector in which the firm is located will be indicated in a single selection field. Consider the options are as follows:
For example; if you want to set the company in the relevant row as to be in the printing sector during the import, then enter  to the relevant cell.
-For multiple choice-based fields, more than one option can be entered by typing the corresponding rank value with commas in square brackets. For example, consider a scenario where the features of a product will be entered. The options are as follows:
*Resistance to the outdoor environment
*Resistant to heat change
*Easy to install
If it is desired to state that the product in the relevant row has the following features; resistance to the outdoor environment, waterproof and easy to install, the values corresponding to these features should be entered in the relevant cell as follows. [0, 1, 4]
-Minimum CRM system is based on identification numbers (IDs) in updating contact and company based custom fields. If a contact or company-based custom field is to be defined for a record, the ID of the contact or company to be defined must be entered in the relevant cell of the excel file.
Let’s consider this scenario. By defining a contact-based custom field in the Companies module, you want to indicate who undertakes the decision-maker role. In the Excel file to be imported to the CRM system, you will need to enter the IDs of the relevant contacts in the corresponding decision-maker cells in the company rows you want to make changes.
For example, if the contact who is the decision-maker in the ACME company is John Doe, the CRM system identification number (ID) of John Doe should be written on the row of ACME company.
To obtain John Doe’s (contact record’s) CRM system ID number, simply export the records in the contacts module and enter the contents of the ID cell corresponding to the John Doe row into the cell in the file you will import. You can also use Excel’s VLOOKUP formula for this process.
-A contact record can be associated with only one company record. Pay attention to this detail in the file you will import.
-In the transfer of user-based fields, the Minimum CRM system identification numbers (ID) of the users must be entered in the relevant cells. It is enough to download the list of users defined in the CRM system with the Export Users button in the User Management section of the Settings module and enter the corresponding user’s ID in the excel file.
For example, you want to give the ownership of certain companies to a user named Alice Smith, in this case, you must first export the companies from the Companies module. Then, in the User Management section of the Settings, you have to download your user list with the Export Users button. After placing the content in the ID cell of the row belonging to Alice Smith in the “Owner” field of the companies and importing, you can transfer the ownership of the companies to Alice Smith.
-While entering the ID cells, it is okay to add the part in front of the alphanumeric value in parentheses.
-In all imports, mandatory fields should be mapped to the relevant column headers.
-In the records to be imported to the companies module, the cells corresponding to the Company Type and Status columns must be filled and only contain the following statements. Otherwise, the import will be incorrect.
-In the records to be imported to the Products module, the cells corresponding to the Status column must be filled and contain only the following statements. Otherwise, the import will be incorrect.
Minimum CRM, Maximum Experience!Step into the maximum experience with Minimum CRM.
This page informs you of our policies regarding the collection, use, and disclosure of personal data when you use our Service and the choices you have associated with that data.
The natural and legal persons visiting our website and using the Minimum CRM product (s) are deemed to have been informed of the following information.
Information Collection And Use
We collect several different types of information for various purposes to provide and improve our Service to you.
Types of Data Collected
Personal Data Processing Purpose and Processed Personal Information
In order to promote and market all kinds of products and / or services that may be offered by our Company; to register the identity, address and other necessary information for the identification of the business owner's information communicating with our company; electronic or paper media processing will be the basis of all records and documents to edit; comply with the information storage, reporting and disclosure requirements foreseen by the official authorities; to be able to provide other requested products / services; to establish a legal / commercial relationship with the customer in terms of products / services and to perform the direct and / or indirect performance of the contract (s) we have concluded; Our personal data can be processed by our Company with the purpose of identifying product groups by customer, working / developing according to the needs of customers and Financing Companies, providing services within the scope of operating permission / limited purposes defined by the laws.
For the purposes mentioned above, the person who has contacted our Company;
Contact information of any type,
Information on the consumer habit,
Information about the methods used by us (IP, mobile phone brand/model, browser type, version, movements on screens, social media information etc.),
All kinds of information and documents which are used to make the identity of the customer that is acquired as a result of the transactions realized in the context of the contracts signed with our client or in voice and video calls,
Cookies and Usage Data,
considered as personal data and recorded.
We may also collect information that your browser sends whenever you visit our Service or when you access the Service by or through a mobile device ("Usage Data").
This Usage Data may include information such as your computer's Internet Protocol address (e.g. IP address), browser type, browser version, the pages of our Service that you visit, the time and date of your visit, the time spent on those pages, unique device identifiers and other diagnostic data.
When you access the Service by or through a mobile device, this Usage Data may include information such as the type of mobile device you use, your mobile device unique ID, the IP address of your mobile device, your mobile operating system, the type of mobile Internet browser you use, unique device identifiers and other diagnostic data.
Tracking & Cookies Data
Cookies are files with small amount of data which may include an anonymous unique identifier. Cookies are sent to your browser from a website and stored on your device. Tracking technologies also used are beacons, tags, and scripts to collect and track information and to improve and analyze our Service.
You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our Service.
Examples of Cookies we use:
Session Cookies. We use Session Cookies to operate our Service.
Preference Cookies. We use Preference Cookies to remember your preferences and various settings.
Security Cookies. We use Security Cookies for security purposes.
Use of Data
Minimum CRM uses the collected data for various purposes:
To provide and maintain the Service.
To notify you about or changes to our Service.
To allow you to participate in interactive features of our Service when you choose to do so.
To provide customer care and support.
To provide analysis or valuable information so that we can improve the Service.
To monitor the usage of the Service.
To detect, prevent and address technical issues.
COLLECTION METHOD OF PERSONAL DATA
Personal data maybe collected;
through our website or,
During the execution of legal or commercial relations activities of third parties and legal entities using the software produced by our Company and included in the contractual relationship with our company or
It may be obtained directly or indirectly from the personal data holder or from the real or legal third parties, affiliates or shareholders of whom the personal data holder is or may be receiving the service.
Transfer Of Data
Your information, including Personal Data, may be transferred to — and maintained on — computers located outside of your state, province, country or other governmental jurisdiction where the data protection laws may differ than those from your jurisdiction.
If you are located outside Turkey and choose to provide information to us, please note that we transfer the data, including Personal Data, to Turkey and process it there.
Disclosure Of Data
Personal Data Shared with 3rd Persons and Institutions
Your personal data may be shared and processed to the extent permitted by any legislative provisions with the suppliers and/or subcontractors and other third parties providing goods and/or services persons and/or organizations, and other third parties, public legal entities and legal authorities, shareholders of the Company, domestic and foreign partners, the company's business partners, partners and commercial partner organizations.
Minimum CRM may disclose your Personal Data in the good faith belief that such action is necessary to:
To comply with a legal obligation
To protect and defend the rights or property of Minimum CRM
To prevent or investigate possible wrongdoing in connection with the Service
To protect the personal safety of users of the Service or the public
To protect against legal liability
PERSONAL DATA OWNER'S RIGHTS
Personal data owner, may benefit from the following numbered rights by applying to us;
To learn whether personal data has been processed,
If personal data is processed, requesting information about it,
To learn the purpose of processing the personal data and whether they are used in accordance with their purpose,
To know the third parties in which personal data is transmitted at home or abroad;
Requesting correction of personal data in case of incomplete or incorrect processing,
Requesting the deletion or destruction of personal data in accordance with the provisions of related law.
To request that the transactions made in accordance with paragraphs (e) and (f) be notified to third parties in which personal data is transferred
To challenge the emergence of a result against the individual by analyzing the processed data exclusively through automated systems
Requesting the loss of the loss if it is damaged due to the unlawful processing of personal data.
Security Of Data
The security of your data is important to us, but remember that no method of transmission over the Internet, or method of electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your Personal Data, we cannot guarantee its absolute security.
We may employ third party companies and individuals to facilitate our Service ("Service Providers"), to provide the Service on our behalf, to perform Service-related services or to assist us in analyzing how our Service is used.
These third parties have access to your Personal Data only to perform these tasks on our behalf and are obligated not to disclose or use it for any other purpose.
We may use third-party Service Providers to monitor and analyze the use of our Service.
Google Analytics is a web analytics service offered by Google that tracks and reports website traffic. Google uses the data collected to track and monitor the use of our Service. This data is shared with other Google services. Google may use the collected data to contextualize and personalize the ads of its own advertising network.
For more information on the privacy practices of Google, please visit the Google Privacy & Terms web page: https://policies.google.com/privacy?hl=en
Firebase is analytics service provided by Google Inc.
Links To Other Sites
We have no control over and assume no responsibility for the content, privacy policies or practices of any third party sites or services.
Our Service does not address anyone under the age of 18 ("Children").
We do not knowingly collect personally identifiable information from anyone under the age of 18. If you are a parent or guardian and you are aware that your Children has provided us with Personal Data, please contact us. If we become aware that we have collected Personal Data from children without verification of parental consent, we take steps to remove that information from our servers.
By visiting this page on our website:
By phone number:
Thank you for using Minium CRM. The use of Minimum CRM website and its services are subject to the terms listed here. Please read them carefully before accepting.
Minimum CRM Terms of Service
This document was last modified on October 19, 2020.
This is an agreement between you or the entity that you represent and Hermes İnternet İletişim Yazılım San. Ve Tic. A.Ş. ("Hermes İletişim") governing your use of www.minimumcrm.com websites, and associated Hermes İnternet İletişim Yazılım San. Ve Tic. (“Minimum CRM” or “Service”). Please read these Terms carefully before signing up to Minimum CRM. By submitting the sign up form to Minimum CRM you agree to be bound by the following Terms of Service (“Terms”) and this agreement becomes effective upon your submission of sign up form of Minimum CRM. If you are using Minimum CRM on behalf of your organization, or have “Administrator” level access to your company's account in Minimum CRM, you also agree to these Terms on behalf of your organization, and declare that you are duly authorized to do so.
Hermes İletişim reserves the right to change and update the Terms at any time without notice.
You must be a human and of legal age in the country of your residence to accept these terms and to use the Service. Automated user signups, or accounts intended for use by automated systems are not allowed under these terms.
You warrant that any information including but not limited to your name, surname, email address, billing information and any other information you supply to Hermes İletişim is correct, legally accurate and valid. You must maintain this information accurate at all times and promptly update if it should change.
Your username and password may only be used by one person. Sharing a single username and password with other people is not permitted.
You are responsible for maintaining the security of your username and password. Hermes İletişim cannot and will not be liable for any loss or damage from your failure to comply with this security obligation.
Should you ever suspect that your password may have been exposed, you must immediately change it from a secure terminal, and alert us and other users whose information may have been compromised due to this exposure.
You may not register or access the Service using any method other than www.minimumcrm.com website or other authorized communication channels. Automated registration or access methods are not permitted.
Any activity you perform using Minimum CRM must be legal in the country you operate in, as well as in the United States of America and the European Union, where some of our servers that host your data may be located in.
You are responsible for all of activity and stored content associated with your username, as well as the activity and content associated with users of a company in Minimum CRM where you are an Administrator.
Any content that you may receive from other users of the Service, is provided to you AS IS for your information and personal use only and you agree not to use, copy, reproduce, distribute, transmit, broadcast, display, sell, license or otherwise exploit such content for any purpose, without the express written consent of the person who owns the rights to such content.
You may not use the Service for any illegal or unauthorized purpose. You must not, in the use of Service, violate any laws in your jurisdiction, the United States of America, or the European Union, including but not limited to copyright laws.
You warrant that the content uploaded to the Service does not contain or install any viruses, worms, malware, Trojans or other harmful or destructive content.
Your use of the service is at your sole risk. The service is provided on an AS IS and AS AVAILABLE basis.
You understand that Hermes İletişim uses third party vendors and hosting partners to provide the necessary hardware, software, networking, infrastructure, data centers, internet connections, storage and related technology required to run the Service.
You understand that the following activities are specifically prohibited:
Attempting to access, modify, corrupt, or tamper with parts of the Service that were not intended to be available to you.
Using Minimum CRM to distribute malware, or to direct others to malicious sites, or breaching other people's data security in any way. Uploading infected files, embedding malicious scripts, or linking to malicious websites or other content are considered among such activities.
Attempting to discover or exploit vulnerabilities of the system, breaching security mechanisms, or otherwise circumventing protective measures. Scanning for communication ports, probing, automated serial login attempts, etc. are considered among such activities.
Accessing the resources of the system using any method other than our website or other authorized communication channels.
Automatically uploading or downloading content, scraping, reformatting, re-purposing it before presentation to the user by unauthorized clients, intermediary software or services.
Modifying, adapting or hacking the Service or modifying another website so as to falsely imply that it is associated with the Service without the express written permission by Minimum CRM.
Using Minimum CRM to send unsolicited communications or spamming.
Using Minimum CRM to falsify or hide your identity, send deceptive information.
Sharing or distributing infringing, misleading, false, or fraudulent content.
Using trademarks or names of others without authorization.
Storing, sharing, or sending content or engaging in any kind of activity that is unlawful.
Reselling the Service.
Storing, sharing, or sending content or engaging in any kind of activity that encourages, promotes, or facilitates religious, ethnic, or racial hatred.
You understand that some of your content may be stored and transferred unencrypted over public networks to conform and adapt to technical requirements of connecting networks or devices.
Payment, Refunds, Downgrade and Upgrade
Minimum CRM subscriptions must be purchased and paid for on behalf of your company, and for all users authorized to use Minimum CRM in your company. Users with Administrator rights in your company may grant and revoke rights to other users as needed.
Valid credit card information and/or prepayment must be provided for Minimum CRM subscriptions. By subscribing to the Service, you agree to pay Hermes İletişim or our designated payments processors periodic subscription fees indicated for the Service. Payments will be charged at the beginning of each period and are not refundable.
Unless you notify Hermes İletişim before the end of the applicable subscription period that you want to cancel your subscription, the credit card you provided will be automatically charged for all future fees.
There will be no refunds or credits for partial months of service, upgrade/downgrade refunds, or refunds for months unused with an open account.
All changes to your subscribed services will be effective immediately.
All fees are exclusive of all taxes, levies, or duties imposed by taxing authorities, and you shall be responsible for payment of all such taxes, levies, duties.
Suspension, Cancellation, Termination
You are solely responsible for properly canceling your account.
In order to cancel you have to fill the form on https://www.minimumcrm.com/maksimum-iletisim The acceptance of your cancellation will not render you any valid reason to aspect a reimbursement, refund, payback or compensation in full amount or partial. If you cancel your subscription, you will noy be charged for the next term.
Hermes İletişim, in its sole discretion, reserves the right to suspend and cancel your account, terminate your access to all or any part of the Service at any time, with or without notice, effective immediately, if it believes the terms of service have been violated or its services otherwise abused. Such termination of the Service will result in the suspension or deletion of your account or your access to your account, and the forfeiture and relinquishment of all the content in your account. Hermes İletişim reserves the right to refuse service to anyone for any reason at any time.
Modifications to the Service and Prices
Hermes İletişim may make modifications or discontinue the Service or any part of the Service at any time or from time to time, temporarily or permanently with or without notice. Hermes İletişim shall not be held liable for any modification or discontinuation of the Service as described in the Terms.
Hermes İletişim reserves the right to change the payment terms and fees upon thirty (30) days prior notice to you. Such notice may be provided at any time by posting the changes at the www.minimumcrm.com website or within the Service itself.
Copyright and trademark infringement claims
Should you encounter any content in Minimum CRM that infringes a copyright or trademark you own, inform us by filling in a feedback form. Make sure you:
Specify the copyrighted work or trademark that is being infringed.
Specify the content infringing the copyright or trademark. If applicable, include the URL.
Include your name, company (if any), email, phone number, and legal mailing address.
Declare your ownership of the copyrighted work or trademark.
Declare your request for removal of infringing content from Minimum CRM.
Advertisers and sponsors
We may work with advertisers and sponsors to subsidize the cost of the service. You accept that the cost of the service to you would have to be significantly higher without advertising and sponsorship revenues and consent to our cooperation with advertisers and sponsors in order to benefit from this reduction of cost. You must not prevent the display of advertising in the Minimum CRM website and emails we send to you using ad blockers or other methods. We will try to reduce irrelevant advertising and sponsor messages, by using any profile information you or others in your company store in Minimum CRM to select appropriate advertisers and sponsors that may be displayed to you.
Should we work with other advertising networks or partners to display advertising and sponsorship messages, we may share anonymized information about you or your company. Your specific contact information, person names, telephone numbers, emails, and files will not be shared with advertisers or sponsors.
We do not accept responsibility for the messages or claims of advertisers or sponsors.
Limitation of Liability and Disclaimer of Warranties
The Service is provided AS IS and AS AVAILABLE. Hermes İletişim and its suppliers and licensors hereby disclaim all warranties of any kind, express or implied, including, without limitation, the warranties of merchantability, fitness for a particular purpose and non-infringement. Neither Hermes İletişim nor its suppliers and licensors, makes any warranty i) that the Service will be error free, ii) that access thereto will be continuous or uninterrupted, iii) that the Service will meet your specific requirements, iv) that the quality of any products, services, information or other material purchased or obtained by you through the Service will meet your expectations, and v) any errors in the Service will be corrected.
Hermes İletişim, its suppliers and licensors may, at any time, without notice or liability to you, restrict in whole or in part the use of the Service or limit availability in order to perform maintenance activities and to maintain session control or for any other purpose.
In no event Hermes İletişim, or its suppliers or licensors, will be liable with respect to any subject matter of this agreement under any contract, negligence, strict liability or other legal or equitable theory for: (i) any special, incidental or consequential damages; (ii) the cost of procurement for substitute products or services; (iii) for interruption of use or loss or corruption of data; or (iv) for any amounts that exceed the fees paid by you to Hermes İletişim under this agreement during the three (3) month period prior to the cause of action. Hermes İletişim shall have no liability for any failure or delay due to matters beyond their reasonable control. The foregoing shall not apply to the extent prohibited by applicable law.
The failure of Hermes İletişim to exercise or enforce any right or provision of the Terms shall not constitute a waiver of such right or provision. The Terms constitutes the entire agreement between you and Hermes İletişim and govern your use of the Service, superseding any prior agreements between you and Hermes İletişim, including, but not limited to, any prior versions of the Terms of Service
You agree to indemnify and hold harmless Hermes İletişim, its suppliers, its licensors, their respective directors, officers, employees, agents and its affiliates from and against any and all claims, liabilities, damages, costs and expenses, including reasonable attorney's fees, arising out of your use of the Service, including but not limited to your violation of these Terms, violation of applicable laws or regulations, your placement or transmission of any message, information, software or other materials on the internet and your negligent acts, errors, or omissions.
END OF TERMS OF SERVICE
If you have any questions or concerns regarding the Terms of Service please contact us at email@example.com