"when met" me 12/07, 12-07-2026, "5 days ago", "yesterday" (ya aaj / kal / parso, "2 hafte", "1 mahina") likh sakte ho, khaali = aaj. Type me dr / doctor / chemist / medical / clinic / hospital jaise shabd samjhe jaate hain, baaki 'Other'. Preview me galat line laal aur "✕" ke saath dikhti hai aur import nahi hoti. Ek baar me 2000 se zyada line nahi ("More than 2000 rows at once is not allowed"). 1 saal se purani ya bhavishya ki date wali line chhod di jaati hai. Same naam (aur phone mile ya kisi taraf phone khaali ho) wala contact pehle se ho to us par hi visit judti hai; us din ki visit pehle se ho to dobara nahi banti ("Same-day skip"). Shop ke naam me comma mat likho — comma se column badal jaata hai, tab | use karo.
Purani field visits ki list ek saath import kaise kare?
Patient Connect → Leads & Outreach → Field Marketing → "Contacts" tab → "📥 Import past visits" → har line me ek visit: "Name, type, shop/clinic, phone, area, when met" (comma ya | se alag) → neeche preview me "will be imported" / "invalid lines skipped" dekho → "Import N visits" → result me "New contacts" aur "Visit on existing" → "Done".
Where in ORALZY: Patient Connect → Leads & Outreach → Field Marketing · Field Marketing → "Contacts" → "📥 Import past visits"
Quick steps
- Field Marketing → "Contacts" tab kholo
- "📥 Import past visits" dabao
- Har visit ek line me paste karo: Name, type, shop, phone, area, when met
- Preview check karke "Import N visits" dabao
- "Done"