Accessing the Private Area, it is possible to import CSV files. This format is supported by the most popular spreadsheets such as Microsoft Excel, OpenOffice or LibreOffice. Click on the version you own to download the example file, from which you can start to create your own database to import.
– Clients (Excel per Windows, Excel per Mac, OpenOffice)
– Products (Excel per Windows, Excel per Mac, OpenOffice)
– Discounts (Excel per Windows, Excel per Mac, OpenOffice)
– Venues (Excel per Windows, Excel per Mac, OpenOffice)
– Customised price lists (Excel per Windows, Excel per Mac, OpenOffice)
These imports can also be carried out from an Excel file, by means of Copy/Paste of the data contained in that file.
Once the data has been entered in the importer, it must be indicated whether the file contains a header row (like the one in the example files) and whether it is intended to remove the data that is not in the file, so as to eliminate the master records that are no longer used.
In any case, the records in the file will be updated with those being imported.
In the last step, it is necessary to associate the columns present in the CSV file with the fields that can be imported into the system. If there is no header row, as in the example files, it will be possible to associate these fields using the drop-down menus in each row.
It is possible that the system does not automatically recognise the file structure and therefore it is necessary to specify which ‘Column delimiter’ and which ‘String delimiter’ are used in that document. Try changing and pressing ‘Update Preview’ to check that the system correctly recognises the individual data to be imported.
Exporting data always takes place in CSV format, and in addition to the master data listed above for importing, it is also possible to export order data.
