How to Export Data Using the CSV Export v2 App
The CSV Export v2 app allows you to quickly export data from various entities, making it easy to work with the information you need. Here’s a quick overview of the types of data you can export:
Customers
Users
Projects
Events
Feedback
Interactions
Support
Tasks
Usage
Setting Default Fields for Exports
To streamline your exports, you can set specific fields as defaults. Once set, these fields will automatically be selected whenever you create a new export, saving you time by eliminating the need to select them manually each time.
To set default fields:
Go to the CSV Export v2 app.
Navigate to Settings.
Select the fields you want as default for all future exports.
Need Help?
For a step-by-step guide on using the export app, please watch the video below.
How to Import Data Using the File Import App in Startdeliver
The File Import app in Startdeliver simplifies the process of importing data for users and customers, giving you complete control over field mapping, matching criteria, and data updates. Here’s a step-by-step guide on how to make the most of the import options:
Step 1: Map File Fields to Startdeliver Fields
In this step, you'll match the data fields in your file to the corresponding fields in Startdeliver. By accurately mapping these fields, you ensure that each piece of information from your file ends up in the right place within the platform.
Step 2: Select an Import Method
Here, you can choose how to handle the incoming data. Startdeliver provides three import methods: Create New Customers: Adds new customer records based on your file data. Update Existing Customers: Modifies customer records that already exist in Startdeliver. Create and Update: A combined option to create new records while updating any existing ones as necessary.
Step 3: Select a Field to Match Existing Customers
To prevent duplicates, select a field to identify existing customer records. This can be either a custom field ID or the Startdeliver ID, allowing the app to match and update records accurately.
Step 4: Select a Field to Look Up Parent Customers
If your data includes parent-child relationships between customers, you can use this
option to specify a field for the parent customer ID. This helps organize customers hierarchically, reflecting parent relationships directly in Startdeliver.
Step 5: Create All Imported Customers as Active?
You can specify if new customers should be marked as active based on a field in your file. By setting this field to “true” or “false,” you control which customers are active upon import.
Using these options, the File Import app gives you flexibility in data import, ensuring smooth integration and accurate record-keeping within Startdeliver.