Umai CRM › Knowledge Base

Knowledge Base

Answers to common questions and guides for working with UMAI CRM

Categories

All articles 98 Modules 3 Kanban Settings 9 Classes 5 Main Screen 3 Sales funnel 7 Schedule and Classes 8 Visits and Visit Statuses 1 Employees 9 Students 11 Finance 4 Analytics and Reports 18 Integrations 2 Settings 12 Mailings 5 Notifications 1

#Import

Found: 2 · reset

Universal import

🕒2 min Integrations

Universal import

Universal import allows you to bulk-create Teachers, Classes and Students in the system from a CSV file, and immediately assign students to classes. The function is located in the Settings (Настройки) section, on the Integrations (Интеграции) tab.

#Import #Teacher #Student

Payment reconciliation

🕒1 min Analytics and Reports

Payment reconciliation

This section is intended for matching a bank statement with Umai income. It helps quickly detect errors and verify data accuracy.

#Report #Payment #Import