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roos-fs tasks #175

open

Lead Import from Excel

Added by Vadim Pariev 10 months ago. Updated 5 days ago.

Status:
Closed
Priority:
Normal
Start date:
07/13/2025
Due date:
% Done:

0%

Estimated time:
5:00 h

Description

User Story:
As an admin, I want to import leads from an Excel file so that I can onboard multiple leads at once.

Acceptance Criteria:

  • An import function is available for Excel files (.xlsx or .csv)
  • A sample Excel template is provided for the user to download
  • make sure that the implimentation resembles other imports in the system
  • Upon upload, data is validated, and errors (e.g., missing fields, duplicates) are reported
  • Note that only Email, Phone number and email is obligatory fileds for the import
  • Duplicates are checked against name, email, and phone number
  • Leads are created in the system upon successful import

Files

Actions #1

Updated by Vadim Pariev 10 months ago

  • Status changed from Backlog to Open
Actions #2

Updated by Alex Katasonov 10 months ago

  • Estimated time set to 8:00 h
Actions #3

Updated by Vadim Pariev 10 months ago

  • Estimated time changed from 8:00 h to 0:00 h
Actions #4

Updated by Alex Katasonov 10 months ago

  • Assignee changed from Alex Katasonov to Farzam Azhar
Actions #5

Updated by Farzam Azhar 10 months ago

  • Estimated time changed from 0:00 h to 5:00 h
Actions #6

Updated by Farzam Azhar 10 months ago

  • Status changed from Open to In review
Actions #7

Updated by Alex Katasonov 10 months ago

  • Status changed from In review to Deployed (QA)
Actions #8

Updated by Alex Katasonov 10 months ago

  • Status changed from Deployed (QA) to In review
Actions #9

Updated by Alex Katasonov 10 months ago

  • Status changed from In review to Deployed (QA)
Actions #11

Updated by Alex Katasonov 10 months ago

  • Status changed from Deployed (QA) to Open
Actions #12

Updated by Alex Katasonov 10 months ago · Edited

@farzam.dev7777@gmail.com another bug
phone number is optional so it shouldn't be in the list. Please pay more attention to consistency

Actions #15

Updated by Farzam Azhar 10 months ago

  • Status changed from Open to In progress
Actions #16

Updated by Farzam Azhar 10 months ago

  • Status changed from In progress to In review
Actions #17

Updated by Alex Katasonov 10 months ago

  • Status changed from In review to Deployed (QA)
Actions #19

Updated by Vadim Pariev 10 months ago

  • Status changed from Deployed (QA) to Open
Actions #20

Updated by Vadim Pariev 10 months ago

Please see the complte list of Exel fields that was attached to the other tickets:
https://redmine.matecube-internal.ddns.net/issues/176
https://redmine.matecube-internal.ddns.net/issues/155

Actions #21

Updated by Alex Katasonov 10 months ago

  • Assignee changed from Farzam Azhar to Alex Katasonov
Actions #22

Updated by Alex Katasonov 10 months ago

  • Status changed from Open to Deployed (QA)
Actions #23

Updated by Vadim Pariev 9 months ago

test result OK

Actions #24

Updated by Vadim Pariev 9 months ago

  • Status changed from Deployed (QA) to Closed
Actions #25

Updated by Albert Katasonov 5 days ago

  • Project changed from 8 to Roos-fs-ZIP
Actions

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