Feature review: Excel export and import

Microsoft Excel has more or less become the de facto standard for moving tabular data around. Entities in Bisnest, such as companies and contacts, are basically just tabular data too, with a little bit of relations between them, so it is not that big of a deal to produce an Excel sheet from a list of customers, for instance.

Export data to Microsoft Excel

The data that you store in Bisnest is your data, and we want to make that data as useful to you as possible. For that reason, you are able to export any data to an Excel worksheet. The Excel export functionality is available on all views that show a list of items, such as companies or contacts.

When exporting data, you have two options as you can see from the picture above.

  1. Export just the items on the page currently shown
  2. Or export all matching rows, regardless of how pages of results you have.

The third option, "Empty file as template for import", is only available on views that also allow importing. We'll cover importing a little bit later.

If you use filtering to narrow your listing down, you will automatically also decrease the amount of rows being exported. So for instance, if you would use the filtering to narrow your contacts to show only those contacts that have been tagged with a particular tag, let's say "Managing Director", you would automatically get a list of all your managing director contacts when exporting to Excel. Now that's pretty useful, especially when you start to get hundreds of contacts.

Importing data from Microsoft Excel

To get you going faster and easier, we've implemented Excel import for companies and contacts, which makes it super fast to create a large amount of companies and contacts, without having to manually enter each one separately.

When you start from scratch, you select the "Empty file as template for import" option and export that. This will create an empty Excel worksheet that you can fill with rows, and then import them.

Now, you probably figured this out already, but there is a cool feature here too - The empty template that you export is actually formatted the same way as the worksheet you get when exporting for instance a set of companies. The exported list contains the ID of each item.

What this means is that you can do bulk edits by first exporting a list of companies, editing that list, and then importing it back again. We will use the ID to recognize the item, and update the item instead of creating a new item.

If No ID is specified for the row in the Excel worksheet, or if we can't find an item with that ID (for instance if the item was deleted between the time you exported and imported), we will simply create a new item.

Now that's a feature you don't get in most CRM's in our price range! Interested? Sign up for our free beta and try it our yourself!

Mika Berglund