• Importing data via the CoManage CRM module

  You're only starting to use CoManage and would like to add your customers in the tool? Easy! Import file (CSV) In CoManage you can import your data using CSV files. A CSV file is actually a simplified version of an Excel file. For more information about saving an Excel file as a CSV-file, check your Excel program help. In Microsoft Office it's really a piece of cake. You just have to change the file type to '.csv' when saving it! (https://storagFew readers

• Exporting data using the CoManage CRM module

  In CoManage it is possible to export your data to a CSV-file (comma separated values). A CSV file is a general file type that can be read by programs like Microsoft Office Excel. You can also export invoices, credit notes and offers to PDF. They will be exported together in a ZIP-file. So how do you export? Easy peasy! Navigate to the overview page of whatever it is you want to export (for example contacts overview page) click the export button on the upper right side (https://storaFew readers