When starting on Ezus, it is not necessary to start over with a blank sheet of paper. It is possible to integrate data at startup to find them directly on your account.
💻 What kind of data can I import?
Customer information (Name, Address, Type, Addresses, Info, Contacts, Logo, Tags ...).
⚠️ Import of customer data is limited to 10,000 customers.
Supplier information (Name, Address, Type, Addresses, Info, Contacts, Logo, Tags, Website, Capacity, Description text, Categories, Destinations ...).
⚠️The import of supplier data is limited to 10 000 suppliers.
Product information (Quantities, Prices, VAT, Tags, Destinations, Categories, Description text ...). You can link them to existing suppliers or packages.
Special rates: flat rate or seasonal.
For seasonal rates: ideally in the form of dates (xx/xx/xxxx - xx/xx/xxxx) or in the form of a period ("high season summer") if they are variable. It can be specified if it is recurrent from year to year.
For flat rates: specify quantity levels.
Images with their caption/title and whether they are linked to a specific object in the catalogue (supplier/product/package/destination name).
Presentation visuals (Powerpoint or Google Slide) with the object they are linked to.
Your Projects (Title, No. Pax, Dates, Destinations, Reference, Customer name, User assigned, Customised infos from Brief).
💡 You can also specify in your file if there are specific fields to add.
📦 In what format should I send my file?
Ezus reserves the right to validate or not the final format of your import file. Indeed, for the import to be easy, your file must only mention the information fields presented above:
Only mention the information fields presented above, other information can be imported to be validated with your sales representative.
Either in Excel or CSV format.
For details of the fields that can be imported, here is an example of an import template that you could fill in:
⚠️ Always use the same notations, spelling and punctuation. Otherwise, the data may not be assimilated correctly.
💡 To use and fill out the template, you can create a copy directly.
🔎 More info on importing:
You can send us your files by email or via the onboarding form to be filled in just before the start of your subscription. This service is not free of charge, for more information on pricing please contact your sales representative.
Your Document template can also be configured on your account by our team according to the plan chosen.
📽️ Video tutorial
❓ Frequently asked questions :
What is an ID Reference ?
What is an ID Reference ?
Do not confuse ID Reference with the internal reference system you may have in your company. If you want this information to appear in Ezus, enter it in the Internal Reference column.
The ID Reference is a unique reference that you must enter for each piece of information you wish to import. It allows you to give a unique reference to each piece of information you enter in the software, and therefore to import them.
Above all, it enables you to link different pieces of information together. For example: to link a contact to a customer, we'll put the reference ID of the customer in question in the Parent Reference field of the contact we're trying to link.
The same applies to linking a special price to a product, or a product to a supplier.
Destination and sub-destination ID References allow you to associate suppliers/products/projects to destinations/subdestinations by entering the ID Reference of the destination and sub-destination of the item in the destination and sub-destination columns.
Categories and sub-categories work in the same way.