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cálculo. Sirve para cargar rápidamente los datos de clientes que ya tienes en lugar de crear cada cliente a mano, y alimenta directamente la misma lista de clientes que usan las reservas, las facturas y los descuentos de precio.",[752,761,762,763,766,767,770,771,775],{},"Encontrarás esta página en ",[756,764,765],{},"Clients → Import"," (también puedes llegar con el botón ",[756,768,769],{},"Import clients"," de la página ",[772,773,774],"a",{"href":217},"Gestionar clientes",").",[752,777,778],{},[779,780],"img",{"alt":781,"src":782},"Página Bulk Client Import","\u002Fassets\u002Fclients\u002Fimport\u002Fimage.png",[784,785,787],"h2",{"id":786},"por-qué-importa-esta-página","Por qué importa esta página",[752,789,790],{},"La mayoría de las organizaciones ya tienen una lista de clientes en otro sistema: un CRM, una hoja de cálculo o un archivo de contactos exportado. Esta página existe para cargar esos datos en Requiply de una vez, sin volver a escribir cada contacto.",[752,792,793],{},"Una vez importados, esos clientes son las mismas fichas que se usan en todas partes:",[795,796,797,803,809,818],"ul",{},[798,799,800,802],"li",{},[756,801,42],{},": los clientes importados se pueden elegir al momento al crear una reserva.",[798,804,805,808],{},[756,806,807],{},"Facturas y pagos",": la facturación usa el nombre, el teléfono y el email importados.",[798,810,811,814,815,817],{},[756,812,813],{},"Descuentos de precio",": los descuentos se pueden aplicar a los clientes importados uno a uno o en bloque desde la página ",[772,816,774],{"href":217},".",[798,819,820,823],{},[756,821,822],{},"Campos personalizados de clientes",": los clientes importados tienen la misma estructura de campos personalizados que los creados a mano (los valores personalizados no forman parte del archivo de importación).",[752,825,826],{},"Una importación limpia el primer día ahorra mucho trabajo de limpieza después.",[784,828,830],{"id":829},"qué-verás","Qué verás",[752,832,833],{},"La página se divide en dos columnas.",[752,835,836],{},[756,837,838],{},"Columna izquierda: carga y controles",[795,840,841,846,858,891,894,897],{},[798,842,843,844,817],{},"El título de la página, ",[756,845,758],{},[798,847,848,849,852,853,857],{},"Un botón de texto ",[756,850,851],{},"Download template"," (descargar la plantilla) que abre un diálogo que explica la plantilla (consulta ",[772,854,856],{"href":855},"#descargar-la-plantilla","Descargar la plantilla"," más abajo).",[798,859,860,861,864,865,868,869],{},"Un cargador de archivos avanzado con el texto ",[756,862,863],{},"Upload .xlsx file"," (sube un archivo .xlsx) y la indicación de estado vacío ",[756,866,867],{},"Drag & drop or click to browse (.xlsx)"," (arrastra y suelta o pulsa para buscar).\n",[795,870,871,882,888],{},[798,872,873,874,878,879,817],{},"Solo acepta archivos ",[875,876,877],"code",{},".xlsx"," y ",[875,880,881],{},".xls",[798,883,884,885,817],{},"El tamaño máximo del archivo es de ",[756,886,887],{},"5 MB",[798,889,890],{},"Un solo archivo cada vez. Cuando eliges un archivo, el botón de elegir se desactiva hasta que lo quitas.",[798,892,893],{},"Cuando hay un archivo elegido, se muestra como una fila con un icono de Excel, el nombre del archivo, su tamaño y un botón rojo para quitarlo.",[798,895,896],{},"Si el archivo tiene problemas, aparece debajo del cargador una lista de mensajes de error de validación. Cuando hay muchos errores, la lista se puede desplazar.",[798,898,899,900,903],{},"Un botón ",[756,901,902],{},"Start import"," (iniciar la importación) al final. Está desactivado hasta que se ha leído al menos una fila válida, y no se puede usar mientras hay una importación en marcha.",[752,905,906],{},[756,907,908],{},"Columna derecha: vista previa",[795,910,911,918,939],{},[798,912,913,914,917],{},"Un título ",[756,915,916],{},"Preview"," (vista previa).",[798,919,920,921,924,925,928,929,928,932,878,935,938],{},"Cuando se han leído filas válidas: una tarjeta con la etiqueta ",[756,922,923],{},"Showing {shown} of {total} rows"," (se muestran {shown} de {total} filas) y una pequeña tabla de datos con las columnas ",[756,926,927],{},"First name",", ",[756,930,931],{},"Last name",[756,933,934],{},"Phone",[756,936,937],{},"Email"," (nombre, apellidos, teléfono y email). La vista previa se limita a las 10 primeras filas.",[798,940,941,942,945],{},"Cuando todavía no se ha leído ningún archivo: un marcador centrado con un icono de tabla y el mensaje ",[756,943,944],{},"Upload a file to see preview"," (sube un archivo para ver la vista previa).",[752,947,948],{},[756,949,950],{},"Diálogo de confirmación",[752,952,953,954,956],{},"Al pulsar ",[756,955,902],{},", se abre una ventana con:",[795,958,959,966,977,984],{},[798,960,961,962,965],{},"El título ",[756,963,964],{},"Confirm import"," (confirmar la importación).",[798,967,968,969,972,973,976],{},"Un mensaje ",[756,970,971],{},"Ready to import {count} client(s)"," (listo para importar {count} clientes) y la indicación ",[756,974,975],{},"The import runs in batches and may take a moment."," (la importación se hace por lotes y puede tardar un poco).",[798,978,979,980,983],{},"Durante la importación, una barra de progreso con un porcentaje y la etiqueta ",[756,981,982],{},"Importing clients"," (importando clientes).",[798,985,986,987,990,991,817],{},"Botones del pie: ",[756,988,989],{},"Cancel"," (desactivado durante la importación) y ",[756,992,902],{},[994,995,996,999],"warning",{},[756,997,998],{},"Atención:"," mientras se está importando, el diálogo no se puede cerrar: el botón de cerrar, la tecla Esc y pulsar fuera están bloqueados hasta que termina la importación.",[784,1001,1003],{"id":1002},"estado-vacío","Estado vacío",[752,1005,1006],{},"Esta página no tiene un estado \"sin datos\" en el sentido habitual: es en sí misma la puerta de entrada de los datos. Hasta que subes un archivo:",[795,1008,1009,1012,1015],{},[798,1010,1011],{},"La lista de errores de validación está oculta.",[798,1013,1014],{},"La zona de vista previa muestra el marcador vacío descrito arriba.",[798,1016,1017,1018,1020],{},"El botón ",[756,1019,902],{}," está desactivado.",[784,1022,1024],{"id":1023},"acciones-principales","Acciones principales",[1026,1027,856],"h3",{"id":1028},"descargar-la-plantilla",[752,1030,1031,1032,1034,1035,1038],{},"Pulsa ",[756,1033,851],{}," para abrir el diálogo ",[756,1036,1037],{},"Download import template"," (descargar la plantilla de importación). El diálogo explica que:",[795,1040,1041,1044,1047],{},[798,1042,1043],{},"La plantilla incluye una fila de cliente de ejemplo que puedes seguir.",[798,1045,1046],{},"Tiene una hoja de referencia que describe los límites y los valores admitidos en cada columna.",[798,1048,1049],{},"Puedes usar herramientas de IA para rellenar la plantilla o adaptar a su formato los datos que ya tienes.",[752,1051,1052],{},"Un aviso de confirmación indica que la descarga se ha hecho; si falla, aparece un aviso de error.",[1054,1055,1056,1059],"note",{},[756,1057,1058],{},"Consejo:"," lo recomendable es empezar por la plantilla, porque sus encabezados de columna son exactamente los que espera el importador.",[1026,1061,1063],{"id":1062},"subir-un-archivo","Subir un archivo",[752,1065,1066,1067,878,1069,1071],{},"Arrastra un archivo a la zona de carga o pulsa para buscarlo. La página acepta archivos ",[875,1068,877],{},[875,1070,881],{}," de hasta 5 MB. En cuanto eliges un archivo, se lee en el navegador y:",[795,1073,1074,1077,1080],{},[798,1075,1076],{},"Las filas válidas se añaden a la vista previa de la derecha.",[798,1078,1079],{},"Las filas no válidas aparecen en la lista de errores de validación de la izquierda.",[798,1081,1017,1082,1084],{},[756,1083,902],{}," se activa cuando hay al menos una fila válida.",[752,1086,1087,1088,1091],{},"Para cambiar de archivo, pulsa la ",[756,1089,1090],{},"×"," roja junto al archivo elegido (o usa el control para quitar del cargador). Así se borran el archivo, las filas leídas y los errores de validación.",[1026,1093,1095],{"id":1094},"iniciar-la-importación","Iniciar la importación",[752,1097,1031,1098,1100,1101,1103],{},[756,1099,902],{},". Se abre el diálogo de confirmación con el número de filas. Pulsa ",[756,1102,902],{}," en el diálogo para empezar.",[752,1105,1106,1107,1110],{},"La importación envía las filas al servidor ",[756,1108,1109],{},"por lotes",":",[795,1112,1113,1116,1123],{},[798,1114,1115],{},"Los tres primeros lotes son pequeños a propósito (10, 15 y 25 filas), para que los fallos se vean pronto.",[798,1117,1118,1119,1122],{},"Después, las filas se envían en lotes de ",[756,1120,1121],{},"50"," hasta terminar el archivo.",[798,1124,1125],{},"La barra de progreso se actualiza después de cada lote con el número de filas procesadas.",[752,1127,1128],{},"Cuando termina la importación:",[795,1130,1131,1144],{},[798,1132,1133,1134,1137,1138,1141,1142,817],{},"Si al menos una fila ha salido bien: se muestra un aviso de ",[756,1135,1136],{},"confirmación"," (o un aviso de ",[756,1139,1140],{},"advertencia"," cuando han fallado algunas filas), se actualiza la lista de clientes en memoria, el diálogo se cierra y se te lleva a ",[772,1143,774],{"href":217},[798,1145,1146,1147,1150,1151,1154],{},"Si han fallado todas las filas: se muestra un aviso de ",[756,1148,1149],{},"error"," ",[756,1152,1153],{},"Import failed"," (la importación ha fallado) y el diálogo se cierra.",[784,1156,1158],{"id":1157},"formularios-y-campos","Formularios y campos",[752,1160,1161],{},"Cada fila de la hoja de cálculo se convierte en un cliente nuevo. Los encabezados se comparan sin distinguir mayúsculas y minúsculas, e ignorando los guiones bajos y los guiones. Se admiten varios alias por columna.",[1163,1164,1165,1184],"table",{},[1166,1167,1168],"thead",{},[1169,1170,1171,1175,1178,1181],"tr",{},[1172,1173,1174],"th",{},"Columna",[1172,1176,1177],{},"Obligatoria",[1172,1179,1180],{},"Encabezados admitidos",[1172,1182,1183],{},"Validación",[1185,1186,1187,1218,1241,1271],"tbody",{},[1169,1188,1189,1194,1197,1211],{},[1190,1191,1192],"td",{},[756,1193,927],{},[1190,1195,1196],{},"Sí",[1190,1198,1199,928,1202,928,1205,928,1208],{},[875,1200,1201],{},"first name",[875,1203,1204],{},"firstname",[875,1206,1207],{},"first_name",[875,1209,1210],{},"name",[1190,1212,1213,1214,1217],{},"Debe estar presente; máximo ",[756,1215,1216],{},"25"," caracteres.",[1169,1219,1220,1224,1226,1237],{},[1190,1221,1222],{},[756,1223,931],{},[1190,1225,1196],{},[1190,1227,1228,928,1231,928,1234],{},[875,1229,1230],{},"last name",[875,1232,1233],{},"lastname",[875,1235,1236],{},"last_name",[1190,1238,1213,1239,1217],{},[756,1240,1216],{},[1169,1242,1243,1247,1249,1260],{},[1190,1244,1245],{},[756,1246,934],{},[1190,1248,1196],{},[1190,1250,1251,928,1254,928,1257],{},[875,1252,1253],{},"phone",[875,1255,1256],{},"phone number",[875,1258,1259],{},"phone_number",[1190,1261,1262,1263,1266,1267,1270],{},"Debe ser un número internacional completo: ",[875,1264,1265],{},"+"," seguido del prefijo del país y entre 7 y 15 dígitos en total, por ejemplo ",[875,1268,1269],{},"+380951234567",". Debe ser único en el archivo y no estar ya en uso por un cliente existente.",[1169,1272,1273,1277,1280,1288],{},[1190,1274,1275],{},[756,1276,937],{},[1190,1278,1279],{},"No",[1190,1281,1282,928,1285],{},[875,1283,1284],{},"email",[875,1286,1287],{},"e-mail",[1190,1289,1290],{},"Si se indica, debe tener formato de email válido, ser único en el archivo y no pertenecer ya a un cliente existente.",[752,1292,1293],{},"Otras reglas que se comprueban antes de importar:",[795,1295,1296,1299,1310,1313],{},[798,1297,1298],{},"El archivo debe tener una hoja con al menos una fila de datos.",[798,1300,1301,1302,1305,1306,1309],{},"El archivo puede tener como máximo ",[756,1303,1304],{},"1000 filas",". Los archivos más grandes se rechazan con el error ",[756,1307,1308],{},"Maximum 1000 rows allowed"," (se permiten 1000 filas como máximo).",[798,1311,1312],{},"Los teléfonos duplicados dentro del mismo archivo se marcan fila por fila, igual que los emails duplicados.",[798,1314,1315,1316,1319,1320,1323],{},"Las filas cuyo teléfono o email ya pertenece a un cliente de tu organización se rechazan con ",[756,1317,1318],{},"Phone already exists"," o ",[756,1321,1322],{},"Email already exists"," (el teléfono o el email ya existe).",[752,1325,1326,1327,1330],{},"Cada fila no válida se indica como ",[756,1328,1329],{},"Row {n}: {reason}"," (fila y motivo; los números de fila empiezan en 2 porque la primera es la de encabezados). Las filas no válidas se omiten: la importación sigue con las filas que pasan la validación.",[784,1332,1334],{"id":1333},"cómo-se-conecta-esta-página-con-el-resto-de-requiply","Cómo se conecta esta página con el resto de Requiply",[1163,1336,1337,1347],{},[1166,1338,1339],{},[1169,1340,1341,1344],{},[1172,1342,1343],{},"Función",[1172,1345,1346],{},"Cómo le afecta esta página",[1185,1348,1349,1358,1367,1376,1388],{},[1169,1350,1351,1355],{},[1190,1352,1353],{},[756,1354,774],{},[1190,1356,1357],{},"Después de una importación correcta, se te lleva aquí automáticamente y los nuevos clientes aparecen en la tabla.",[1169,1359,1360,1364],{},[1190,1361,1362],{},[756,1363,42],{},[1190,1365,1366],{},"Los clientes importados están disponibles al momento al crear reservas.",[1169,1368,1369,1373],{},[1190,1370,1371],{},[756,1372,807],{},[1190,1374,1375],{},"Los documentos de facturación usarán el nombre, el teléfono y el email importados.",[1169,1377,1378,1382],{},[1190,1379,1380],{},[756,1381,813],{},[1190,1383,1384,1385,1387],{},"Los clientes importados se pueden elegir en bloque en la página ",[772,1386,774],{"href":217}," para asignarles un descuento.",[1169,1389,1390,1394],{},[1190,1391,1392],{},[756,1393,822],{},[1190,1395,1396,1397,817],{},"Los valores de los campos personalizados no forman parte del archivo de importación; se pueden rellenar después desde la página ",[772,1398,225],{"href":226},[784,1400,1402],{"id":1401},"casos-habituales","Casos habituales",[1026,1404,1406],{"id":1405},"empezar-a-partir-de-un-sistema-anterior","Empezar a partir de un sistema anterior",[752,1408,1409,1410,1412],{},"El usuario descarga la plantilla, copia en ella su lista de clientes, quita las filas que superan los límites y sube el archivo. La barra de progreso muestra cómo avanza la importación por lotes; al terminar, el usuario llega a ",[772,1411,774],{"href":217}," con las nuevas filas a la vista.",[1026,1414,1416],{"id":1415},"importar-una-lista-solo-en-parte-limpia","Importar una lista solo en parte limpia",[752,1418,1419],{},"El usuario sube un archivo en el que algunas filas no tienen teléfono o tienen emails no válidos. La lista de validación de la izquierda marca esas filas concretas por número de línea; la vista previa de la derecha muestra solo las filas que han pasado. El usuario importa ahora las filas válidas, corrige las rechazadas en el archivo de origen y vuelve a importar.",[1026,1421,1423],{"id":1422},"dividir-una-lista-grande","Dividir una lista grande",[752,1425,1426,1427,1429],{},"La organización tiene más de 1000 clientes que importar. El usuario ve el error ",[756,1428,1308],{},", divide el archivo en partes de menos de 1000 filas cada una e importa una tras otra.",[784,1431,1433],{"id":1432},"consejos-y-precauciones","Consejos y precauciones",[1054,1435,1436,1438],{},[756,1437,1058],{}," empieza siempre por la plantilla descargada: sus encabezados coinciden con los alias que espera el lector del archivo, así evitas errores como \"Missing first name\" o \"Missing phone\" (falta el nombre, falta el teléfono) por encabezados que no coinciden.",[1054,1440,1441,1443],{},[756,1442,1058],{}," el nombre y los apellidos tienen un máximo de 25 caracteres cada uno. Recorta los nombres largos en el archivo de origen antes de subirlo.",[994,1445,1446,1448,1449,1451,1452,1454,1455,1459],{},[756,1447,998],{}," los teléfonos deben incluir el prefijo del país y un ",[875,1450,1265],{}," delante, por ejemplo ",[875,1453,1269],{},". Un número en formato nacional se rechaza con ",[1456,1457,1458],"em",{},"\"Phone must include a country code, e.g. +380951234567\""," (el teléfono debe incluir el prefijo del país), y los espacios, los guiones y los paréntesis tampoco pasan la validación. Cambia el formato de la columna en tu hoja de cálculo antes de importar.",[994,1461,1462,1464],{},[756,1463,998],{}," los teléfonos y los emails deben ser únicos tanto dentro del archivo como respecto a tus clientes existentes. Si el mismo cliente aparece dos veces, la segunda fila se rechaza.",[994,1466,1467,1469,1470,1472],{},[756,1468,998],{}," en cuanto pulsas ",[756,1471,902],{}," en el diálogo de confirmación, el diálogo no se puede cerrar hasta que termina la importación. No salgas de la página a mitad de la importación.",{"title":1474,"searchDepth":1475,"depth":1475,"links":1476},"",2,[1477,1478,1479,1480,1486,1487,1488,1493],{"id":786,"depth":1475,"text":787},{"id":829,"depth":1475,"text":830},{"id":1002,"depth":1475,"text":1003},{"id":1023,"depth":1475,"text":1024,"children":1481},[1482,1484,1485],{"id":1028,"depth":1483,"text":856},3,{"id":1062,"depth":1483,"text":1063},{"id":1094,"depth":1483,"text":1095},{"id":1157,"depth":1475,"text":1158},{"id":1333,"depth":1475,"text":1334},{"id":1401,"depth":1475,"text":1402,"children":1489},[1490,1491,1492],{"id":1405,"depth":1483,"text":1406},{"id":1415,"depth":1483,"text":1416},{"id":1422,"depth":1483,"text":1423},{"id":1432,"depth":1475,"text":1433},"Importa de golpe tu lista de clientes desde una hoja de cálculo de Excel o CSV cuando pasas a Requiply desde otro sistema.","md",null,{"gitbook":1498,"translation":1502,"aliases":1504},{"source":1499,"icon":1500,"url":1501},"clients\u002Fimport-clients.md","file-import","https:\u002F\u002Frequiply.gitbook.io\u002Frequiply-docs\u002Fknowledge\u002Fclients\u002Fimport-clients",{"source":1503},"324a2e396b051ed3",[1505],"\u002Fknowledge\u002Fclients\u002Fimport-clients",{"title":240,"icon":193},{"title":240,"description":1494},"vCXMeT8kMc8-iHTOvTCnwf59fQvdY7AIF00_zQOTkJc",[1510,1512],{"title":235,"path":236,"stem":237,"description":1511,"icon":238,"children":-1},"El registro de llamadas de toda la organización desde Binotel: filtra las llamadas perdidas, entrantes, salientes y de números desconocidos, escucha las grabaciones, devuelve llamadas y convierte a quien llama en cliente, en la web y en la app móvil.",{"title":250,"path":251,"stem":252,"description":1513,"icon":245,"children":-1},"Una sola bandeja de entrada para todos los chats con clientes: Telegram, OLX, Instagram Direct, el widget de chat de tu web y el chat del portal de clientes. Lee y responde mensajes, edita o elimina (anula el envío de) tus respuestas dentro de los límites de cada canal, consulta los mensajes de los flujos de trabajo y las publicaciones e historias compartidas, toma el relevo del asistente de IA, asigna conversaciones, vincúlalas a clientes y ciérralas, en la web y en la app móvil.",1792586054653]