Exporting and importing data

Your data is yours. On Settings → Import and export you can download it any time as a file that opens in Excel, and bring records over from your old software. The business owner and managers can see this page.

Exporting

1. Under What to download?, choose Jobs, Customers, Warranties or Payments.
2. If you like, pick a date range, status and branch. Leave them empty to download everything.
3. Tap Download CSV.

The Export button on the Jobs and Customers lists gives you the same file; only the records matching the search and filters open on the list at that moment go into it. For example, if you filter jobs in the "Ready for pickup" status and tap Export, only those are downloaded.

The jobs file also has Tutar (amount), Ödenen (paid), Kalan (balance) and Ödeme durumu (payment status) columns for every job. The Payments file lists every payment and refund taken in the dates you chose, one per row: refunds are written as negative numbers, so the total of the Tutar column is the net money that came into the till. Cancelled records are in the file too; leave out the ones with an İptal tarihi (cancellation date) when you add them up. Details: Payments, credit and the cash desk.

The file is set up for Turkish Excel:

Device passwords, internal team notes and signatures are not included in the file. Every download is written to the Activity log with who downloaded it, when, and with which filters. You can download at most 20 files an hour.

The file contains your customers' personal data. Under KVKK, use it only for your business, delete it when you're done and don't share it with anyone.

Importing from your old software

You can bring over your customers or past jobs from other software or from Excel. First save a CSV from your old software or from Excel (in Excel: Save as → CSV (Comma delimited)). To see which columns you need, use Download sample file on the page.

1. File. Choose Customers or Past jobs and drop your file. It doesn't matter if it's separated by semicolons or commas, or if Turkish characters were saved the way older Excel versions do; İşlemde figures it out.
2. Columns. Choose what each column in your file matches in İşlemde. Headers like "Name", "Phone" and "Brand" are matched automatically; you only check them. Leave any column you don't want as Don't import.
3. Preview. You see the first rows and the status of each row: how many rows are ready, how many have errors, how many customers are already saved. Get the rows with errors as a file with Download errors, fix them and import them separately.
4. Confirm. Tap Import … rows. Rows with errors are skipped and the rest are saved.

A file can have at most 5,000 rows and be at most 2 MB. Split a larger list into several files.

No duplicate customers

Customers with the same phone number count as the same person, even if the number is written as 0532…, +90 532… or with spaces. In the Columns step you choose what happens:

• Skip: the saved customer isn't touched.
• Update: fields that are filled in the file (name, email, address…) are written to the customer; empty ones stay as they were.

When importing past jobs, each job is added to the customer whose number matches. A customer whose number isn't saved yet is created as new, with their name.

Past jobs

• Each job gets the next job number; jobs you open afterwards continue from there.
• If the status column is empty, the job counts as Handed over. If it says "Open", "Cancelled" or the name of a step in your workflow, it comes in with that status.
• Check-in and pickup dates stay as they are in the file; past months fill up in your reports too.
• Imported jobs don't count against your plan's job allowance, and no SMS or email goes to customers.

Undoing

You can undo an import within 24 hours with Undo in the Recent imports list. The customers and jobs the import added are deleted; existing customers changed with the Update option go back to how they were before the import.

Undo only works if nobody has worked on the imported records: if one of the jobs was edited, its status changed, a note was added, an SMS went out, a new job was opened for an imported customer, or a customer the import updated was edited afterwards, the import becomes permanent. We keep customers' old details only for these 24 hours; after that they're deleted.