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API","\u002Fpl\u002Fdevelopers\u002Fapi-reference","pl\u002F03.developers\u002F05.api-reference","i-prime-server",{"title":770,"path":771,"stem":772,"icon":6},"Przykłady","\u002Fpl\u002Fdevelopers\u002Fexamples","pl\u002F03.developers\u002F06.examples",{"id":774,"title":240,"body":775,"description":1513,"extension":1514,"links":1515,"meta":1516,"navigation":1525,"path":241,"seo":1526,"stem":242,"__hash__":1527},"docs_pl\u002Fpl\u002F01.guides\u002F05.clients\u002F06.import.md",{"type":776,"value":777,"toc":1492},"minimark",[778,787,803,810,815,818,821,850,853,857,860,865,930,935,970,975,981,1015,1022,1026,1029,1042,1046,1050,1060,1071,1074,1081,1085,1093,1106,1113,1117,1125,1132,1147,1150,1176,1180,1183,1312,1315,1343,1350,1354,1418,1422,1426,1432,1436,1439,1443,1449,1453,1458,1463,1479,1484],[779,780,781,782,786],"p",{},"Na stronie ",[783,784,785],"strong",{},"Hurtowy import klientów"," wczytujesz do Requiply listę klientów z arkusza kalkulacyjnego. Służy do szybkiego przeniesienia istniejących danych klientów zamiast tworzenia każdego klienta ręcznie i zasila bezpośrednio tę samą listę klientów, z której korzystają rezerwacje, faktury i rabaty.",[779,788,789,790,793,794,797,798,802],{},"Stronę znajdziesz w ",[783,791,792],{},"Klienci → Import"," (można też na nią przejść przyciskiem ",[783,795,796],{},"Importuj klientów"," na stronie ",[799,800,801],"a",{"href":217},"Zarządzaj klientami",").",[779,804,805],{},[806,807],"img",{"alt":808,"src":809},"Strona Hurtowy import klientów","\u002Fassets\u002Fclients\u002Fimport\u002Fimage.png",[811,812,814],"h2",{"id":813},"dlaczego-ta-strona-jest-ważna","Dlaczego ta strona jest ważna",[779,816,817],{},"Większość organizacji ma już listę klientów w innym systemie: w CRM, w arkuszu kalkulacyjnym lub w wyeksportowanym pliku kontaktów. Ta strona pozwala wczytać te dane do Requiply w jednym kroku, bez przepisywania każdego kontaktu.",[779,819,820],{},"Po imporcie ci klienci stają się takimi samymi kartami jak wszystkie inne:",[822,823,824,830,836,844],"ul",{},[825,826,827,829],"li",{},[783,828,42],{},": zaimportowanych klientów można od razu wybierać przy tworzeniu rezerwacji.",[825,831,832,835],{},[783,833,834],{},"Faktury i płatności",": rozliczenia korzystają z zaimportowanego imienia i nazwiska, telefonu i e-maila.",[825,837,838,840,841,843],{},[783,839,576],{},": rabaty można przypisać zaimportowanym klientom pojedynczo lub hurtowo na stronie ",[799,842,801],{"href":217},".",[825,845,846,849],{},[783,847,848],{},"Pola dodatkowe",": zaimportowani klienci mają tę samą strukturę pól dodatkowych co klienci utworzeni ręcznie (wartości pól dodatkowych nie są częścią pliku importu).",[779,851,852],{},"Czysty import pierwszego dnia oszczędza dużo porządków później.",[811,854,856],{"id":855},"co-widać-na-stronie","Co widać na stronie",[779,858,859],{},"Strona jest podzielona na dwie kolumny.",[779,861,862],{},[783,863,864],{},"Lewa kolumna (przesyłanie i przyciski):",[822,866,867,872,884,917,920,923],{},[825,868,869,870,843],{},"Tytuł strony ",[783,871,785],{},[825,873,874,875,878,879,883],{},"Przycisk tekstowy ",[783,876,877],{},"Pobierz szablon",", który otwiera okno z opisem szablonu (zobacz ",[799,880,882],{"href":881},"#pobieranie-szablonu","Pobieranie szablonu"," poniżej).",[825,885,886,887,890,891,894,895],{},"Rozbudowane pole przesyłania pliku z napisem ",[783,888,889],{},"Prześlij plik .xlsx"," i podpowiedzią w pustym stanie ",[783,892,893],{},"Przeciągnij i upuść lub kliknij, aby wybrać plik (.xlsx)",".\n",[822,896,897,908,914],{},[825,898,899,900,904,905,843],{},"Akceptuje tylko pliki ",[901,902,903],"code",{},".xlsx"," i ",[901,906,907],{},".xls",[825,909,910,911,843],{},"Maksymalny rozmiar pliku to ",[783,912,913],{},"5 MB",[825,915,916],{},"Jeden plik naraz. Po wybraniu pliku przycisk wyboru jest nieaktywny, dopóki plik nie zostanie usunięty.",[825,918,919],{},"Wybrany plik jest widoczny jako wiersz z ikoną Excela, nazwą pliku, sformatowanym rozmiarem i czerwonym przyciskiem usuwania.",[825,921,922],{},"Jeśli plik ma problemy, pod polem przesyłania pojawia się lista błędów walidacji. Przy wielu błędach lista się przewija.",[825,924,925,926,929],{},"Przycisk ",[783,927,928],{},"Rozpocznij import"," na dole. Jest nieaktywny, dopóki nie zostanie odczytany co najmniej jeden poprawny wiersz, i nie działa w trakcie trwającego importu.",[779,931,932],{},[783,933,934],{},"Prawa kolumna (podgląd):",[822,936,937,943,964],{},[825,938,939,940,843],{},"Nagłówek ",[783,941,942],{},"Podgląd",[825,944,945,946,949,950,953,954,953,957,904,960,963],{},"Gdy poprawne wiersze zostały odczytane: karta ze znacznikiem ",[783,947,948],{},"Wyświetlane wiersze: {shown} z {total}"," i małą tabelą z kolumnami ",[783,951,952],{},"Imię",", ",[783,955,956],{},"Nazwisko",[783,958,959],{},"Telefon",[783,961,962],{},"E-mail",". Podgląd pokazuje najwyżej 10 pierwszych wierszy.",[825,965,966,967,843],{},"Gdy żaden plik nie został jeszcze odczytany: wyśrodkowany tekst zastępczy z ikoną tabeli i komunikatem ",[783,968,969],{},"Prześlij plik, aby zobaczyć podgląd",[779,971,972],{},[783,973,974],{},"Okno potwierdzenia:",[779,976,977,978,980],{},"Po kliknięciu ",[783,979,928],{}," otwiera się okno z:",[822,982,983,990,1000,1006],{},[825,984,985,986,989],{},"tytułem ",[783,987,988],{},"Potwierdź import",",",[825,991,992,993,996,997,989],{},"komunikatem ",[783,994,995],{},"Gotowe do importu: {count} klientów"," i podpowiedzią ",[783,998,999],{},"Import przebiega partiami i może chwilę potrwać.",[825,1001,1002,1003,989],{},"w trakcie importu: paskiem postępu z wartością procentową i napisem ",[783,1004,1005],{},"Importujemy klientów",[825,1007,1008,1009,1012,1013,843],{},"przyciskami w stopce: ",[783,1010,1011],{},"Anuluj"," (nieaktywny w trakcie importu) i ",[783,1014,928],{},[1016,1017,1018,1021],"warning",{},[783,1019,1020],{},"Uwaga:"," W trakcie importu okna nie można zamknąć: zamknięcie, klawisz Escape i kliknięcie poza oknem są zablokowane do zakończenia importu.",[811,1023,1025],{"id":1024},"pusty-stan","Pusty stan",[779,1027,1028],{},"Ta strona nie ma pustego stanu w zwykłym sensie: sama jest punktem wejścia do wczytania danych. Dopóki plik nie zostanie przesłany:",[822,1030,1031,1034,1037],{},[825,1032,1033],{},"Lista błędów walidacji jest ukryta.",[825,1035,1036],{},"Obszar podglądu pokazuje opisany wyżej tekst zastępczy.",[825,1038,925,1039,1041],{},[783,1040,928],{}," jest nieaktywny.",[811,1043,1045],{"id":1044},"główne-działania","Główne działania",[1047,1048,882],"h3",{"id":1049},"pobieranie-szablonu",[779,1051,1052,1053,1055,1056,1059],{},"Kliknij ",[783,1054,877],{},", aby otworzyć okno ",[783,1057,1058],{},"Pobierz szablon importu",". Okno wyjaśnia, że:",[822,1061,1062,1065,1068],{},[825,1063,1064],{},"szablon zawiera przykładowy wiersz klienta, na którym można się wzorować,",[825,1066,1067],{},"zawiera arkusz pomocniczy z ograniczeniami i dozwolonymi wartościami dla każdej kolumny,",[825,1069,1070],{},"do wypełnienia szablonu lub przekształcenia istniejących danych do jego formatu można użyć narzędzi AI.",[779,1072,1073],{},"Powiadomienie o powodzeniu potwierdza pobranie; jeśli pobranie się nie uda, pojawia się powiadomienie o błędzie.",[1075,1076,1077,1080],"note",{},[783,1078,1079],{},"Wskazówka:"," Zalecamy zacząć od szablonu, ponieważ zawarte w nim nagłówki kolumn są dokładnie tym, czego oczekuje importer.",[1047,1082,1084],{"id":1083},"przesyłanie-pliku","Przesyłanie pliku",[779,1086,1087,1088,904,1090,1092],{},"Przeciągnij plik do obszaru przesyłania lub kliknij, aby go wybrać. Strona akceptuje pliki ",[901,1089,903],{},[901,1091,907],{}," do 5 MB. Zaraz po wybraniu plik jest odczytywany w przeglądarce i:",[822,1094,1095,1098,1101],{},[825,1096,1097],{},"Poprawne wiersze trafiają do podglądu po prawej.",[825,1099,1100],{},"Niepoprawne wiersze są zgłaszane na liście błędów walidacji po lewej.",[825,1102,925,1103,1105],{},[783,1104,928],{}," staje się aktywny, gdy jest co najmniej jeden poprawny wiersz.",[779,1107,1108,1109,1112],{},"Aby zmienić plik, kliknij czerwony ",[783,1110,1111],{},"×"," obok wybranego pliku (lub użyj przycisku usuwania w polu przesyłania). Usuwa to plik, odczytane wiersze i wszystkie błędy walidacji.",[1047,1114,1116],{"id":1115},"uruchamianie-importu","Uruchamianie importu",[779,1118,1052,1119,1121,1122,1124],{},[783,1120,928],{},". Otworzy się okno potwierdzenia z liczbą wierszy. Kliknij w nim ",[783,1123,928],{},", aby zacząć.",[779,1126,1127,1128,1131],{},"Import wysyła wiersze na serwer ",[783,1129,1130],{},"partiami",":",[822,1133,1134,1137,1144],{},[825,1135,1136],{},"Pierwsze trzy partie są celowo małe (10, 15 i 25 wierszy), żeby wczesne błędy szybko wyszły na jaw.",[825,1138,1139,1140,1143],{},"Potem wiersze są wysyłane w partiach po ",[783,1141,1142],{},"50",", aż do końca pliku.",[825,1145,1146],{},"Pasek postępu aktualizuje się po każdej partii na podstawie liczby przetworzonych wierszy.",[779,1148,1149],{},"Po zakończeniu importu:",[822,1151,1152,1165],{},[825,1153,1154,1155,1158,1159,1162,1163,843],{},"Jeśli co najmniej jeden wiersz się powiódł: pojawia się powiadomienie ",[783,1156,1157],{},"Gotowe"," (lub ",[783,1160,1161],{},"Uwaga",", gdy część wierszy się nie powiodła), lista klientów w pamięci zostaje odświeżona, okno się zamyka i następuje przejście na stronę ",[799,1164,801],{"href":217},[825,1166,1167,1168,1171,1172,1175],{},"Jeśli nie powiódł się żaden wiersz: pojawia się powiadomienie ",[783,1169,1170],{},"Błąd"," z komunikatem ",[783,1173,1174],{},"Import nie powiódł się",", a okno się zamyka.",[811,1177,1179],{"id":1178},"formularze-i-pola","Formularze i pola",[779,1181,1182],{},"Każdy wiersz arkusza odpowiada nowemu klientowi. Nagłówki są dopasowywane bez względu na wielkość liter, z pominięciem podkreśleń i myślników. Każda kolumna akceptuje kilka wariantów nagłówka.",[1184,1185,1186,1205],"table",{},[1187,1188,1189],"thead",{},[1190,1191,1192,1196,1199,1202],"tr",{},[1193,1194,1195],"th",{},"Kolumna",[1193,1197,1198],{},"Wymagana",[1193,1200,1201],{},"Akceptowane nagłówki",[1193,1203,1204],{},"Walidacja",[1206,1207,1208,1239,1262,1292],"tbody",{},[1190,1209,1210,1215,1218,1232],{},[1211,1212,1213],"td",{},[783,1214,952],{},[1211,1216,1217],{},"Tak",[1211,1219,1220,953,1223,953,1226,953,1229],{},[901,1221,1222],{},"first name",[901,1224,1225],{},"firstname",[901,1227,1228],{},"first_name",[901,1230,1231],{},"name",[1211,1233,1234,1235,1238],{},"Musi być wypełnione; maks. ",[783,1236,1237],{},"25"," znaków.",[1190,1240,1241,1245,1247,1258],{},[1211,1242,1243],{},[783,1244,956],{},[1211,1246,1217],{},[1211,1248,1249,953,1252,953,1255],{},[901,1250,1251],{},"last name",[901,1253,1254],{},"lastname",[901,1256,1257],{},"last_name",[1211,1259,1234,1260,1238],{},[783,1261,1237],{},[1190,1263,1264,1268,1270,1281],{},[1211,1265,1266],{},[783,1267,959],{},[1211,1269,1217],{},[1211,1271,1272,953,1275,953,1278],{},[901,1273,1274],{},"phone",[901,1276,1277],{},"phone number",[901,1279,1280],{},"phone_number",[1211,1282,1283,1284,1287,1288,1291],{},"Musi być pełnym numerem międzynarodowym: ",[901,1285,1286],{},"+",", a po nim kod kraju i łącznie 7–15 cyfr, np. ",[901,1289,1290],{},"+380951234567",". Musi być unikalny w pliku i nie może być już używany przez istniejącego klienta.",[1190,1293,1294,1298,1301,1309],{},[1211,1295,1296],{},[783,1297,962],{},[1211,1299,1300],{},"Nie",[1211,1302,1303,953,1306],{},[901,1304,1305],{},"email",[901,1307,1308],{},"e-mail",[1211,1310,1311],{},"Jeśli jest podany, musi wyglądać jak poprawny adres e-mail, być unikalny w pliku i nie może już należeć do istniejącego klienta.",[779,1313,1314],{},"Dodatkowe reguły sprawdzane przed uruchomieniem importu:",[822,1316,1317,1320,1330,1333],{},[825,1318,1319],{},"Plik musi zawierać arkusz z co najmniej jednym wierszem danych.",[825,1321,1322,1323,1326,1327,843],{},"Plik może zawierać najwyżej ",[783,1324,1325],{},"1000 wierszy",". Większe pliki są odrzucane z błędem ",[783,1328,1329],{},"Dozwolone jest maksymalnie 1000 wierszy",[825,1331,1332],{},"Powtarzające się numery telefonów w tym samym pliku są oznaczane przy każdym wierszu, tak samo jak powtarzające się e-maile.",[825,1334,1335,1336,1339,1340,843],{},"Wiersze, których telefon lub e-mail należy już do klienta w Twojej organizacji, są odrzucane z błędem ",[783,1337,1338],{},"Telefon już istnieje"," lub ",[783,1341,1342],{},"E-mail już istnieje",[779,1344,1345,1346,1349],{},"Każdy niepoprawny wiersz jest zgłaszany jako ",[783,1347,1348],{},"Wiersz {n}: {reason}"," (numery wierszy zaczynają się od 2, ponieważ pierwszy wiersz to nagłówek). Niepoprawne wiersze są pomijane: import jest kontynuowany z wierszami, które przeszły walidację.",[811,1351,1353],{"id":1352},"jak-ta-strona-łączy-się-z-resztą-requiply","Jak ta strona łączy się z resztą Requiply",[1184,1355,1356,1366],{},[1187,1357,1358],{},[1190,1359,1360,1363],{},[1193,1361,1362],{},"Funkcja",[1193,1364,1365],{},"Jak ta strona na nią wpływa",[1206,1367,1368,1377,1386,1395,1407],{},[1190,1369,1370,1374],{},[1211,1371,1372],{},[783,1373,801],{},[1211,1375,1376],{},"Po udanym imporcie następuje automatyczne przejście na tę stronę, a nowi klienci pojawiają się w tabeli.",[1190,1378,1379,1383],{},[1211,1380,1381],{},[783,1382,42],{},[1211,1384,1385],{},"Zaimportowanych klientów można od razu wybierać przy tworzeniu rezerwacji.",[1190,1387,1388,1392],{},[1211,1389,1390],{},[783,1391,834],{},[1211,1393,1394],{},"Dokumenty rozliczeniowe będą zawierać zaimportowane imię i nazwisko, telefon i e-mail.",[1190,1396,1397,1401],{},[1211,1398,1399],{},[783,1400,576],{},[1211,1402,1403,1404,1406],{},"Zaimportowanych klientów można hurtowo zaznaczyć na stronie ",[799,1405,801],{"href":217},", aby przypisać im rabat.",[1190,1408,1409,1413],{},[1211,1410,1411],{},[783,1412,848],{},[1211,1414,1415,1416,843],{},"Wartości pól dodatkowych nie są częścią pliku importu; można je uzupełnić później na stronie ",[799,1417,225],{"href":226},[811,1419,1421],{"id":1420},"typowe-sytuacje","Typowe sytuacje",[1047,1423,1425],{"id":1424},"przejście-z-poprzedniego-systemu","Przejście z poprzedniego systemu",[779,1427,1428,1429,1431],{},"Użytkownik pobiera szablon, kopiuje do niego istniejącą listę klientów, usuwa wiersze przekraczające limity i przesyła plik. Pasek postępu pokazuje kolejne partie importu; po zakończeniu użytkownik trafia na stronę ",[799,1430,801],{"href":217},", gdzie widać nowe wiersze.",[1047,1433,1435],{"id":1434},"import-częściowo-uporządkowanej-listy","Import częściowo uporządkowanej listy",[779,1437,1438],{},"Użytkownik przesyła plik, w którym w części wierszy brakuje numerów telefonów lub e-maile są nieprawidłowe. Lista walidacji po lewej oznacza te konkretne wiersze numerami; podgląd po prawej pokazuje tylko wiersze, które przeszły walidację. Użytkownik od razu importuje poprawne wiersze, poprawia odrzucone w pliku źródłowym i importuje je ponownie.",[1047,1440,1442],{"id":1441},"dzielenie-dużej-listy","Dzielenie dużej listy",[779,1444,1445,1446,1448],{},"Organizacja ma do zaimportowania ponad 1000 klientów. Użytkownik widzi błąd ",[783,1447,1329],{},", dzieli plik na części po mniej niż 1000 wierszy i uruchamia kolejne importy.",[811,1450,1452],{"id":1451},"wskazówki-i-ostrzeżenia","Wskazówki i ostrzeżenia",[1075,1454,1455,1457],{},[783,1456,1079],{}," Zawsze zaczynaj od pobranego szablonu: jego nagłówki odpowiadają wariantom, których oczekuje parser, więc unikniesz błędów „Brak imienia” lub „Brak telefonu” wynikających z niedopasowanych nagłówków.",[1075,1459,1460,1462],{},[783,1461,1079],{}," Imię i nazwisko mogą mieć najwyżej po 25 znaków. Skróć długie imiona i nazwiska w pliku źródłowym przed przesłaniem.",[1016,1464,1465,1467,1468,1470,1471,1473,1474,1478],{},[783,1466,1020],{}," Numery telefonów muszą zawierać kod kraju i zaczynać się od ",[901,1469,1286],{},", np. ",[901,1472,1290],{},". Numer w formacie krajowym jest odrzucany z komunikatem ",[1475,1476,1477],"em",{},"„Telefon musi zawierać kod kraju, np. +48512345678”",", a spacje, myślniki i nawiasy też nie przechodzą walidacji. Przed importem przeformatuj kolumnę w arkuszu.",[1016,1480,1481,1483],{},[783,1482,1020],{}," Numery telefonów i e-maile muszą być unikalne zarówno w pliku, jak i wśród istniejących klientów. Jeśli ten sam klient występuje dwa razy, drugi wiersz zostanie odrzucony.",[1016,1485,1486,1488,1489,1491],{},[783,1487,1020],{}," Po kliknięciu ",[783,1490,928],{}," w oknie potwierdzenia nie można go zamknąć, dopóki import się nie zakończy. Nie przechodź na inne strony w trakcie importu.",{"title":1493,"searchDepth":1494,"depth":1494,"links":1495},"",2,[1496,1497,1498,1499,1505,1506,1507,1512],{"id":813,"depth":1494,"text":814},{"id":855,"depth":1494,"text":856},{"id":1024,"depth":1494,"text":1025},{"id":1044,"depth":1494,"text":1045,"children":1500},[1501,1503,1504],{"id":1049,"depth":1502,"text":882},3,{"id":1083,"depth":1502,"text":1084},{"id":1115,"depth":1502,"text":1116},{"id":1178,"depth":1494,"text":1179},{"id":1352,"depth":1494,"text":1353},{"id":1420,"depth":1494,"text":1421,"children":1508},[1509,1510,1511],{"id":1424,"depth":1502,"text":1425},{"id":1434,"depth":1502,"text":1435},{"id":1441,"depth":1502,"text":1442},{"id":1451,"depth":1494,"text":1452},"Zaimportuj hurtowo istniejącą listę klientów z arkusza Excel lub CSV przy przejściu do Requiply z innego systemu.","md",null,{"gitbook":1517,"translation":1521,"aliases":1523},{"source":1518,"icon":1519,"url":1520},"clients\u002Fimport-clients.md","file-import","https:\u002F\u002Frequiply.gitbook.io\u002Frequiply-docs\u002Fknowledge\u002Fclients\u002Fimport-clients",{"source":1522},"324a2e396b051ed3",[1524],"\u002Fknowledge\u002Fclients\u002Fimport-clients",{"title":240,"icon":193},{"title":240,"description":1513},"gvCBASCtDVrX5-rI39X5lvPz5Fzo1C2TVn-4hS0BhKs",[1529,1531],{"title":235,"path":236,"stem":237,"description":1530,"icon":238,"children":-1},"Rejestr połączeń z Binotel dla całej organizacji: filtruj nieodebrane, przychodzące, wychodzące i nieznane numery, odtwarzaj nagrania, oddzwaniaj i twórz klientów z nieznanych rozmówców w przeglądarce i w aplikacji mobilnej.",{"title":250,"path":251,"stem":252,"description":1532,"icon":245,"children":-1},"Jedna skrzynka na wszystkie czaty z klientami: Telegram, OLX, Instagram Direct, widżet czatu na stronie i czat w portalu klienta. Czytaj wiadomości i odpowiadaj na nie, edytuj lub usuwaj (cofaj wysłanie) swoje odpowiedzi w granicach każdego kanału, przeglądaj wiadomości automatyzacji i udostępnione posty i relacje, przejmuj rozmowy od asystenta AI, przypisuj je, wiąż z klientami i zamykaj, w przeglądarce i w aplikacji mobilnej.",1793354945836]