Exporting the contacts ::
In order to export/back up the contact information you need to go to contacts and click on the spanner next to the "new" button.
Once you have clicked on the spanner the below screen will open you need to click on the "Export contacts" option. This will export the contacts into an Excel CSV file.
Opening the Export in Excel ::
To open the export you just need to click on the downloaded document and open it. It may open with all the data jumbled ei:
aragorn;gondor;082555555;aragorn@gondor.com;;;discovery,015454;;;;
samwise;gamgee;0826666666;sam@gondor.com;;;discovery,015454;F32.9;;2010-01-02;;;;
To convert the text to columns they need to do the following::
- Select the first column.
- Select Data > Text to Columns.
- In the Convert Text to Columns Wizard, select Delimited > Next.
- Select the Delimiters for the data. For smeMetrics the delimiter's are Comma and Semicolon. You can see a preview of your data in the Data preview window.
- Select Next.
- Select the Destination in your worksheet which is where you want the split data to appear.
- Select Finish.
Video link :: Microsoft
Exporting the Invoice Data::
To export the invoicing data ( invoices) you need to go to Billing/Invoices and select the "Bulk" button. Then click on download all option. This will download all invoices from your system into a Zip folder so that you have access to them should you need them in the future.
