{"id":216,"date":"2025-05-23T19:41:10","date_gmt":"2025-05-23T19:41:10","guid":{"rendered":"https:\/\/kllix.com.br\/ajuda\/?p=216"},"modified":"2025-05-23T19:41:11","modified_gmt":"2025-05-23T19:41:11","slug":"importar-clientes-e-fornecedores","status":"publish","type":"post","link":"https:\/\/kllix.com.br\/ajuda\/importar-clientes-e-fornecedores\/","title":{"rendered":"Importar Clientes e Fornecedores"},"content":{"rendered":"<div class=\"tm-page\">\n<div class=\"uk-section-muted uk-section uk-section-xsmall\">\n<div class=\"uk-container\">\n<div class=\"uk-grid tm-grid-expand uk-grid-column-small uk-grid-divider uk-grid-margin\">\n<article id=\"template-OMia3m-2#3\" class=\"uk-grid-item-match uk-width-3-5@m\">\n<div class=\"uk-tile-default uk-tile uk-tile-small\">\n<div id=\"template-OMia3m-2#1\" class=\"uk-panel uk-margin\" style=\"font-family: 'Segoe UI', Arial, sans-serif; color: #333; line-height: 1.6; padding: 20px;\">\n<p><!-- \u00cdndice --><\/p>\n<div style=\"background: #f8f9fa; padding: 20px; border-radius: 4px; margin-bottom: 30px; border-left: 4px solid #2c5aa0;\">\n<h2 style=\"font-size: 18px; color: #2c5aa0; margin-top: 0; margin-bottom: 15px;\">Neste artigo voc\u00ea vai aprender a:<\/h2>\n<ol style=\"font-size: 14px; color: #444; padding-left: 20px; margin: 0;\">\n<li style=\"margin-bottom: 8px;\"><a style=\"color: #2c5aa0; text-decoration: none;\" href=\"#Baixaraplanilhadeexemplo\">Baixar a planilha de exemplo<\/a><\/li>\n<li style=\"margin-bottom: 8px;\"><a style=\"color: #2c5aa0; text-decoration: none;\" href=\"#Importarplanilha\">Importar planilha<\/a><\/li>\n<li style=\"margin-bottom: 0;\"><a style=\"color: #2c5aa0; text-decoration: none;\" href=\"#Vincularcolunas\">Vincular colunas<\/a><\/li>\n<\/ol>\n<\/div>\n<p><!-- Se\u00e7\u00e3o 1 --><\/p>\n<div style=\"margin-bottom: 40px;\">\n<h2 id=\"Baixaraplanilhadeexemplo\" style=\"font-size: 18px; color: #2c5aa0; border-bottom: 2px solid #eee; padding-bottom: 8px; margin-bottom: 20px;\">1. Baixar a planilha de exemplo<\/h2>\n<p style=\"font-size: 14px; color: #555; margin: 15px 0;\">Acesse o menu: <strong>Vendas \u21e2 Clientes ou Fornecedores \u21e2 Importar<\/strong><\/p>\n<p><!-- V\u00eddeo 1 --><\/p>\n<div style=\"position: relative; padding-bottom: 56.25%; height: 0; margin: 20px 0; border-radius: 4px; overflow: hidden; background: #f0f7ff;\"><video style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\" controls=\"controls\" width=\"300\" height=\"150\"><source src=\"https:\/\/kllix.com.br\/ajuda\/wp-content\/uploads\/2025\/05\/Vid-1-6.mp4\" type=\"video\/mp4\" \/><\/video><\/div>\n<p style=\"font-size: 14px; color: #555; margin: 15px 0;\">Clique na op\u00e7\u00e3o <strong>&#8220;Baixar a planilha de exemplo&#8221;<\/strong>, para que voc\u00ea importe de maneira f\u00e1cil seus dados para o sistema.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-219\" style=\"border: 1px solid #ddd; border-radius: 4px; margin: 15px 0; max-width: 100%;\" src=\"https:\/\/kllix.com.br\/ajuda\/wp-content\/uploads\/2025\/05\/Print-1-7.png\" alt=\"Tela de download da planilha\" width=\"1274\" height=\"612\" srcset=\"https:\/\/kllix.com.br\/ajuda\/wp-content\/uploads\/2025\/05\/Print-1-7.png 1274w, https:\/\/kllix.com.br\/ajuda\/wp-content\/uploads\/2025\/05\/Print-1-7-300x144.png 300w, https:\/\/kllix.com.br\/ajuda\/wp-content\/uploads\/2025\/05\/Print-1-7-1024x492.png 1024w, https:\/\/kllix.com.br\/ajuda\/wp-content\/uploads\/2025\/05\/Print-1-7-768x369.png 768w\" sizes=\"auto, (max-width: 1274px) 100vw, 1274px\" \/><\/p>\n<p style=\"font-size: 14px; color: #555; margin: 15px 0;\">Ap\u00f3s baixar o arquivo, insira e organize as seguintes informa\u00e7\u00f5es na planilha e depois <strong>salve como &#8220;.csv&#8221;<\/strong>:<\/p>\n<p><!-- Lista em 2 colunas --><\/p>\n<div style=\"display: grid; grid-template-columns: repeat(2, 1fr); gap: 25px; margin: 20px 0;\">\n<ul style=\"font-size: 14px; color: #444; padding-left: 20px; margin: 0;\">\n<li style=\"margin-bottom: 8px;\">tipo pessoa (PJ\/PF);<\/li>\n<li style=\"margin-bottom: 8px;\">tipo cadastro (cliente\/fornecedor\/ambos);<\/li>\n<li style=\"margin-bottom: 8px;\">CNPJ\/CPF;<\/li>\n<li style=\"margin-bottom: 8px;\">raz\u00e3o social\/nome;<\/li>\n<li style=\"margin-bottom: 8px;\">fantasia;<\/li>\n<li style=\"margin-bottom: 8px;\">endere\u00e7o;<\/li>\n<li style=\"margin-bottom: 8px;\">n\u00famero;<\/li>\n<li style=\"margin-bottom: 8px;\">bairro;<\/li>\n<li style=\"margin-bottom: 8px;\">complemento;<\/li>\n<li style=\"margin-bottom: 8px;\">CEP;<\/li>\n<li style=\"margin-bottom: 8px;\">cidade;<\/li>\n<\/ul>\n<ul style=\"font-size: 14px; color: #444; padding-left: 20px; margin: 0;\">\n<li style=\"margin-bottom: 8px;\">c\u00f3digo <a style=\"color: #2c5aa0; text-decoration: none;\" href=\"http:\/\/www.ibge.gov.br\/\">IBGE<\/a>\/cidade;<\/li>\n<li style=\"margin-bottom: 8px;\">UF;<\/li>\n<li style=\"margin-bottom: 8px;\">contato;<\/li>\n<li style=\"margin-bottom: 8px;\">telefone;<\/li>\n<li style=\"margin-bottom: 8px;\">celular;<\/li>\n<li style=\"margin-bottom: 8px;\">fax;<\/li>\n<li style=\"margin-bottom: 8px;\">e-mail;<\/li>\n<li style=\"margin-bottom: 8px;\">inscri\u00e7\u00e3o estadual\/rg;<\/li>\n<li style=\"margin-bottom: 8px;\">observa\u00e7\u00f5es;<\/li>\n<li style=\"margin-bottom: 8px;\">situa\u00e7\u00e3o (ativo\/inativo);<\/li>\n<li style=\"margin-bottom: 0;\">data de nascimento.<\/li>\n<\/ul>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" style=\"border: 1px solid #ddd; border-radius: 4px; margin: 15px 0; max-width: 100%;\" src=\"https:\/\/lh4.googleusercontent.com\/W-odkAWs35ormW_lB-rniFlgQ51-rJGmGJ2IyhkPy2WrZBOTgXxDm9E10PHgM-d7md83l2FeXVp_jGmdxg-A2aNP7UPr_QwgFjQ3lnxFSvG6R-vmgB-6zJ_Kwah_KItKAKftuV6UNt7ICeMBOcFbyw\" alt=\"Exemplo de planilha\" width=\"602\" height=\"97\" \/><\/p>\n<p style=\"font-size: 14px; color: #555; margin: 15px 0;\">Ap\u00f3s organizar as informa\u00e7\u00f5es na planilha, clique em <strong>&#8220;Salvar como&#8221;<\/strong>. Verifique se o formato \u00e9 o <strong>.CSV separado por v\u00edrgulas<\/strong>.<\/p>\n<\/div>\n<p><!-- Se\u00e7\u00e3o 2 --><\/p>\n<div style=\"margin-bottom: 40px;\">\n<h2 id=\"Importarplanilha\" style=\"font-size: 18px; color: #2c5aa0; border-bottom: 2px solid #eee; padding-bottom: 8px; margin-bottom: 20px;\">2. Importar planilha<\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-220\" style=\"border: 1px solid #ddd; border-radius: 4px; margin: 15px 0; max-width: 100%;\" src=\"https:\/\/kllix.com.br\/ajuda\/wp-content\/uploads\/2025\/05\/Print-2-4.png\" alt=\"Tela de importa\u00e7\u00e3o de planilha\" width=\"1274\" height=\"612\" srcset=\"https:\/\/kllix.com.br\/ajuda\/wp-content\/uploads\/2025\/05\/Print-2-4.png 1274w, https:\/\/kllix.com.br\/ajuda\/wp-content\/uploads\/2025\/05\/Print-2-4-300x144.png 300w, https:\/\/kllix.com.br\/ajuda\/wp-content\/uploads\/2025\/05\/Print-2-4-1024x492.png 1024w, https:\/\/kllix.com.br\/ajuda\/wp-content\/uploads\/2025\/05\/Print-2-4-768x369.png 768w\" sizes=\"auto, (max-width: 1274px) 100vw, 1274px\" \/><\/p>\n<p style=\"font-size: 14px; color: #555; margin: 15px 0;\">Clique no bot\u00e3o <strong>&#8220;Importar arquivo&#8221;<\/strong>:<\/p>\n<p style=\"font-size: 14px; color: #555; margin: 15px 0;\">Feito isso, sua planilha com os dados dos clientes\/fornecedores ser\u00e1 importada para o sistema.<\/p>\n<\/div>\n<p><!-- Se\u00e7\u00e3o 3 --><\/p>\n<div style=\"margin-bottom: 40px;\">\n<h2 id=\"Vincularcolunas\" style=\"font-size: 18px; color: #2c5aa0; border-bottom: 2px solid #eee; padding-bottom: 8px; margin-bottom: 20px;\">3. Vincular colunas<\/h2>\n<p style=\"font-size: 14px; color: #555; margin: 15px 0;\">Agora voc\u00ea precisa vincular as colunas de sua planilha com as informa\u00e7\u00f5es do sistema, por exemplo: CNPJ com CNPJ, etc.<\/p>\n<p><!-- V\u00eddeo 2 --><\/p>\n<div style=\"position: relative; padding-bottom: 56.25%; height: 0; margin: 20px 0; border-radius: 4px; overflow: hidden; background: #f0f7ff;\"><video style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\" controls=\"controls\" width=\"300\" height=\"150\"><source src=\"https:\/\/kllix.com.br\/ajuda\/wp-content\/uploads\/2025\/05\/Vid-2-4.mp4\" type=\"video\/mp4\" \/><\/video><\/div>\n<p style=\"font-size: 14px; color: #555; margin: 15px 0;\">Utilize as colunas para selecionar os dados desejados no cadastro.<\/p>\n<p style=\"font-size: 14px; color: #555; margin: 15px 0;\">Quando a coluna est\u00e1 na cor verde e com o s\u00edmbolo de <strong>confirmado (<img loading=\"lazy\" decoding=\"async\" style=\"vertical-align: middle;\" src=\"https:\/\/lh6.googleusercontent.com\/VEr2Na7xJGhYNjS_QMSHrvPYbYDO5m9jEQPZkx6xXHd9VhYpjKwmuaIAjIhbJapS5xHbK_P0tnPsRLtH7SbuETKf497ReenjO1lKVBDmpxKeQMm_MplQGeM-oU61YBOhm5RjVe75Vl5kLlsBNgWu8A\" width=\"20\" height=\"20\" \/>)<\/strong> \u00e9 porque os dados foram preenchidos.<\/p>\n<p style=\"font-size: 14px; color: #555; margin: 15px 0;\">Quando a coluna est\u00e1 na <strong>cor branca<\/strong> \u00e9 porque a descri\u00e7\u00e3o da coluna est\u00e1 diferente da rela\u00e7\u00e3o de colunas do sistema.<\/p>\n<p style=\"font-size: 14px; color: #555; margin: 15px 0;\">Ap\u00f3s preencher todas as colunas e elas aparecerem na <strong>cor verde<\/strong>, clique no bot\u00e3o <strong>&#8220;Importar&#8221;<\/strong> ao final da p\u00e1gina para finalizar o processo de importa\u00e7\u00e3o dos dados dos seus clientes e fornecedores.<\/p>\n<p style=\"font-size: 14px; color: #555; margin: 15px 0;\">Ap\u00f3s concluir o processo de importa\u00e7\u00e3o, as informa\u00e7\u00f5es do seu arquivo estar\u00e3o dispon\u00edveis no cadastro de Clientes\/Fornecedores.<\/p>\n<\/div>\n<p><!-- Rodap\u00e9 --><\/p>\n<div style=\"background: #f0f7ff; padding: 20px; border-radius: 4px; margin-top: 40px;\">\n<p style=\"font-size: 14px; color: #2c5aa0; margin: 0 0 10px;\">Se voc\u00ea ainda tiver alguma d\u00favida, pode falar com o nosso time de suporte pelo chat ou pelos outros canais de atendimento. Estamos aqui para te ajudar!<\/p>\n<p style=\"font-size: 14px; color: #555; margin: 0;\">Muito sucesso para o seu neg\u00f3cio e at\u00e9 breve.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/article>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Neste artigo voc\u00ea vai aprender a: Baixar a planilha de exemplo Importar planilha Vincular colunas 1. Baixar a planilha de exemplo Acesse o menu: Vendas \u21e2 Clientes ou Fornecedores \u21e2 Importar Clique na op\u00e7\u00e3o &#8220;Baixar a planilha de exemplo&#8221;, para que voc\u00ea importe de maneira f\u00e1cil seus dados para o sistema. Ap\u00f3s baixar o arquivo, [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[18],"tags":[],"class_list":["post-216","post","type-post","status-publish","format-standard","hentry","category-cadastros"],"_links":{"self":[{"href":"https:\/\/kllix.com.br\/ajuda\/wp-json\/wp\/v2\/posts\/216","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kllix.com.br\/ajuda\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kllix.com.br\/ajuda\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kllix.com.br\/ajuda\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/kllix.com.br\/ajuda\/wp-json\/wp\/v2\/comments?post=216"}],"version-history":[{"count":9,"href":"https:\/\/kllix.com.br\/ajuda\/wp-json\/wp\/v2\/posts\/216\/revisions"}],"predecessor-version":[{"id":229,"href":"https:\/\/kllix.com.br\/ajuda\/wp-json\/wp\/v2\/posts\/216\/revisions\/229"}],"wp:attachment":[{"href":"https:\/\/kllix.com.br\/ajuda\/wp-json\/wp\/v2\/media?parent=216"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kllix.com.br\/ajuda\/wp-json\/wp\/v2\/categories?post=216"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kllix.com.br\/ajuda\/wp-json\/wp\/v2\/tags?post=216"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}