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Import and export of data

Import and export of data.

The Collabox allows you to import your data to configure your account.

Export your Collabox agenda

By Agenda, Calendar, Import and export of data, Tips and tricks

Our calendar function is very useful for managing your appointments. On the other hand, we understand that you may want to gather all your appointments in one place. This is why we allow the export of the Collabox calendar in other calendar software such as that of Google or Apple.

To get there, you must first access your calendar. To do this, simply click on the “Calendar” icon located in the menu bar at the top of the page.Screen Shot 2016-03-16 at 09.31.28

Automatically, Collabox displays the current week containing all your appointments. To transfer to another calendar software, click on the “Export calendar in vCal format” link located at the bottom right of the page. Collabox will download a version of your calendar in a format compatible with most calendar management software.
Screen Shot 2016-03-23 at 13.29.30

Once the file has been downloaded, all you have to do is open it and add it to your other calendars. Usually, the software you use (that of Apple, Google or Outlook) automatically recognizes the downloaded file and allows its import.

Import your contacts from a CSV

By Import and export of data, Tips and tricks

Collabox allows you to import your data in CSV or Excel format so that they can be included with the rest of your information. So you have everything in one place.

The first step to do is to click on the “Configuration” icon located in the navigation bar at the top of the page.Configuration

Then click on “Import” in the left sidebar. CSV9

Once on the import page you can see all the ones you have made. To start a new import, click on “Add import”.

CSV8

To import your contacts, the file must be in CSV form. You can see the steps to convert your Excel to CSV here. If you already have your file, select it with the tool. Choose the options “Text” and “Do not import the first row” (only if the first row contains the column titles) in the import format.

Then you can choose where in the Collabox you want to import your data. You can choose between “Customers”, “Suppliers” or “Contacts”. In our example, we chose to import our data into our contacts.

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The next step is to associate the columns of your file with their correct designation in the Collabox.

CSV6

The third step allows you to create custom fields if you have information in your file that has no equivalent in the Collabox. You can therefore create these fields especially for you. If you don’t need it, continue to the next step.CSV5

The fourth step is important since it allows you to assign the files that will be created to your employees / salespeople. If more than one employee takes care of them, select them.

This step allows you to check the status of your files. If an error has occured, it is always time to modify it by clicking on “Modify”. You can switch from one contact to another using the arrows. If everything is fine, click on “Import contact list” (if you are importing anything other than contacts, the button will change accordingly).CSV3 The last step is to confirm the import. It is important to verify that the number of contacts imported is equal to the number of entries in your CSV file. If not, check your file and / or the import process.
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To delete an import


If you made a mistake in your import and want to cancel it, it is possible. When you are on the import page, you must check the import that you want to withdraw and click on “Cancel selected imports”. And There you go! The contacts are now deleted.

CSV1

Export reports to Excel

By Collabox software, Import and export of data, Tips and tricks

Most of your reports can be exported to Excel format. Our programmers created an Excel icon which automatically exports your data when you click on it. It is always placed at the bottom of the forms to produce reports, near the button View report . They also added the CSV icon which is a format compatible with all types of spreadsheets and platforms.

For reports that do not have these icons, you can copy and paste the information into an Excel or Calc page (the LibreOffice and OpenOffice spreadsheet program). To do this, select the elements of the report with your mouse to highlight them. With the right mouse click, select the option To copy .

Copy of a report in Collabox

Then, right click in a Calc or Excel page and select the option Special bonding … Unformatted text, in the case of Calc, or Text in Excel.

Note: The HTML paste option also works, but it’s much heavier than unformatted text. This can sometimes slow down the display on your device.

Paste special report in Excel (or LibreOffice Calc)

Your data will be well aligned and the result readable. You will only need a little layout.

Collabox report pasted in Excel (or LibreOffice Calc)

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