Tag Archive for 'CSV'

Now Available: Export Data to Excel (Beta)

Since last month’s data importing feature, we’ve increased our focus on helping users manipulate their data in batches. Over the last several weeks, we’ve been working hard to develop a data exporting tool to help them backup their data and work offline.

We’ve designed the new tool in such a way that they can choose the data in which module to be exported, and an option of including notes or not. Additionally, the exported files are following the MS Outlook, iCalendar  specifications and the open data access protocol. So, they can be imported into other software with no hassle at all.

To access to the tool, you need to login Bizroof, and click the Export to Excel link on the left hand side of your dashboard. Now, you need to choose the module you want to export and whether or not to include notes, and then when you click Export & Download button Bizroof will create a CSV file for you to save to your computer.

Let us know if this data exporting tool works for you!

New Feature: Import Contacts From Outlook, Gmail, ACT! and Hotmail

We are exited to annouce that you can now import multiple contacts into Bizroof CRM, and the data sources we currently support are Microsoft Outlook, Outlook Express, Gmail, Microsoft Live Hotmail and Sage ACT!.

To import multiple people into Bizroof, you’ll need to export them from your original data source as a CSV (Comma Separated Values) file, and then upload the CSV file into Bizroof.

At the same time, you can specify the privacy settings for the whole batch. You can make all these contacts available to everyone; make them visible only to a group of users; or make them visible only to yourself. Also, you can add tags to the whole batch to make them easier to find later.

Another cool thing we want to mention is that we support data in multiple languages, and we’ve tested it in French, German, Japanese, Spanish and Portuguese so far. :-)

Why do we develop this feature?

It is simple – Customers like yourself told us to!

We only develop features being asked by our customers, and we make sure the new features are easy-to-use and add value to you.

What’s next?

You know what I am going to say, don’t you? —– Please Let us know what do you need from Bizroof CRM and we will build it for you.

New Feature In Development: Import Data From CSV Format

Last month, our development team worked on the permission engine and user groups setting, which had been rolled out last week. Now, we are focusing on importing contacts in the CSV file format (Comma Separated Values), so that you can import all your contacts with just a few clicks.

CSV file format is being used by many popular software, such as Outlook, Outlook Express, Yahoo!, Gmail, Hotmail, Salesforce,  and ACT!. I bet you use some of them on a daily basis and stored a lot of contacts there. It doesn’t make sense that if you have to manually type in all those data into Bizroof again.

As we said before, Bizroof CRM is designed and developed in such a way to help you, and we believe that if we help you, you will help Bizroof to grow. So, let us hear your voice!