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roos-fs tasks #175
openLead Import from Excel
Added by Vadim Pariev 10 months ago. Updated 5 days ago.
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
Updated by Vadim Pariev 10 months ago
- Estimated time changed from 8:00 h to 0:00 h
Updated by Alex Katasonov 10 months ago
- Assignee changed from Alex Katasonov to Farzam Azhar
Updated by Alex Katasonov 10 months ago
- Status changed from In review to Deployed (QA)
Updated by Alex Katasonov 10 months ago
- Status changed from Deployed (QA) to In review
Updated by Alex Katasonov 10 months ago
- Status changed from In review to Deployed (QA)
Actions
#10
Updated by Alex Katasonov 10 months ago
· Edited
- File Leads _ ROOS Fleet Service OMS 2025-07-18 11-28-40.png Leads _ ROOS Fleet Service OMS 2025-07-18 11-28-40.png added
- File Leads _ ROOS Fleet Service OMS 2025-07-18 11-29-07.png Leads _ ROOS Fleet Service OMS 2025-07-18 11-29-07.png added
- File Neuen Lead erstellen _ ROOS Fleet Service OMS 2025-07-18 11-29-46.png Neuen Lead erstellen _ ROOS Fleet Service OMS 2025-07-18 11-29-46.png added
- File Neuen Lead erstellen _ ROOS Fleet Service OMS 2025-07-18 11-30-22.png Neuen Lead erstellen _ ROOS Fleet Service OMS 2025-07-18 11-30-22.png added
Test result not OK
@farzam.dev7777@gmail.com there are several bugs which needs to be fixed. Please check screenshots
Updated by Alex Katasonov 10 months ago
- Status changed from Deployed (QA) to Open
Updated by Alex Katasonov 10 months ago
· Edited
- File Leads importieren _ ROOS Fleet Service OMS 2025-07-18 11-33-21.png Leads importieren _ ROOS Fleet Service OMS 2025-07-18 11-33-21.png added
@farzam.dev7777@gmail.com another bug
phone number is optional so it shouldn't be in the list. Please pay more attention to consistency
Updated by Alex Katasonov 10 months ago
- File leads_import_template_20250718 2025-07-18 11-35-15.png leads_import_template_20250718 2025-07-18 11-35-15.png added
@farzam.dev7777@gmail.com and another
Updated by Alex Katasonov 10 months ago
- File Import Leads _ ROOS Fleet Service OMS 2025-07-18 11-41-22.png Import Leads _ ROOS Fleet Service OMS 2025-07-18 11-41-22.png added
@farzam.dev7777@gmail.com and another
Updated by Alex Katasonov 10 months ago
- Status changed from In review to Deployed (QA)
Updated by Vadim Pariev 10 months ago
- File Mappe1 (1) (1).xlsx Mappe1 (1) (1).xlsx added
Updated by Vadim Pariev 10 months ago
- Status changed from Deployed (QA) to Open
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
Updated by Alex Katasonov 10 months ago
- Assignee changed from Farzam Azhar to Alex Katasonov
Updated by Alex Katasonov 10 months ago
- Status changed from Open to Deployed (QA)
Updated by Vadim Pariev 9 months ago
- Status changed from Deployed (QA) to Closed
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