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  1. Import to Quickbooks needs QB "item" entry mapped.

    When I do an export from the site to import to Quickbooks the invoice is created but is missing the "item" entry. I have had a conversation with Dmitry (tech support) on this and he ask that I post this to see if others want this feature. Doing the QB import doesn't do us any good if we don't have data mapped to the "item" in the invoice. The answer back from Dmitry was "The way QuickBooks import works, if it does not find the matching item, it creates a new one. So we figured the risk of messing up…

    9 votes
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      Collecting comments  ·  5 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
    • Waitlist Export Option

      We need the ability to export our waiting list participants into an excel spreadsheet. Currently it only pulls the class registrants with no option to add or pull the waiting list.

      9 votes
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        Collecting comments  ·  5 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
      • Importing: skip existing contacts

        Would be very nice to have an option to ignore existing contacts when importing, rather than allowing records to be updated. So that only unrecognised end up being created as new contacts. This is important when importing from lists where the quality of personal information data might not be as good as what already pre-exists in the database. (Esp for people who are members).

        8 votes
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          Collecting comments  ·  4 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
        • Exporting Profile Pictures

          Looking for an automated way to export all profile pictures into a directory with Member ID number as their file name.

          This is to be able to issue picture ID cards to members.

          Thanks,

          Shawn

          7 votes
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            Collecting comments  ·  2 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
          • import groups

            Hello,

            We are experiencing some difficulty importing lists from lets say,
            Constant Contact to Wild Apricot. We have created "saved searches" and
            there are contacts who belong to several "groups" we have created in WA.

            However, when we are uploading a fresh list to a group from CC to WA, it will upload to that specific group AND wipe out all other groups the constituent belongs too.

            It's not a very intuitive process and I advise WA create a warning sign
            that pops up before importing "this import will override any group the
            contact belongs to, are you sure you…

            7 votes
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              2 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
            • Enable bulk uploads of member ID photos.

              I'm converting to Wild Apricot, and have over 700 members to add to the database. I can upload everything from a spreadsheet except their ID photos, which have to be uploaded one at a time using the GUI. I would like the ability to include a column in the upload data spreadsheet that can contain the URL paths to the photo for each member, and have the photos uploaded with the rest of the data. Yes, this will make the upload take much longer, but not nearly as long as manually loading over 700 pictures.

              7 votes
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                Collecting comments  ·  1 comment  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
              • Export of information presented on dashboard

                The main and membership Dashboards both provide do a good job of summarizing data in the system and as such provide a valuable reporting tool.

                However, the essence of a report is the ability to share it with others and there is no mechanism to do this. At present these reports are on the screen only and short of taking a screen snap there is no way to pass them around.

                I would find it very valuable if there were an "Export" button which allowed us to receive a download of the dashboard in Excel (CSV??) format. This would allow…

                6 votes
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                  Collecting comments  ·  4 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
                • Seperate Data and Time in Data Exports

                  Add a separate database column for time. Date and time combined is a pain to sort in excel.

                  Also allow for member levels and created on date to event registration reports to help for priority seating lists.

                  4 votes
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                    Collecting comments  ·  0 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
                  • Exporting of credit card type

                    It would be really great if there was a way to export the type of credit card used in the payment export. We balance our deposits into our bank account and American Express is deposited separate from all other bank cards. It would be great to export the payments from a certain time period, sort by credit card used and then calculate totals by card type so we can reconcile our bank statements. Currently it is a manual effort.

                    4 votes
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                      Collecting comments  ·  1 comment  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
                    • Export registrants selectable template

                      Allow several templates to be created in the Export registrants in each Event. You currently can either export all information (a button) of pick each thing that you want to export. To make the program easier for novices to use, we need the webmaster to create standard export templates/reports. Currently a set of instructions need to be given to new users on exactly which buttons to select to get the exact export report we need.
                      We need somebody to select all the fields and then save/name the report for them to use. You already have a select all button just…

                      4 votes
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                        1 comment  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
                      • Export Blog Content

                        My reading of this forum this morning leads me to believe there is no way of extracting blog posts from the Wild Apricot CMS. Is this true? Across the board, meaning even WA staff cannot export the content? Or, a support request to the WA technical staff can solve this issue?

                        Thanks

                        4 votes
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                          Collecting comments  ·  2 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
                        • Import Photos en masse

                          We would like to have the ability to perform a mass import of member photos as .jpg (or other) images, associating them with a member record by an identifier OTHER THAN User Id. For example, coming from another system, we would like to be able to use the old Member Number to link existing Members with photos being imported, using the old Member Number in the filename.. Each record in the import file would contain a single .jpg image in the format (member number).jpg.

                          4 votes
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                            0 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
                          • importing data from other CRM software

                            currently our organization uses salesforce and has used it for the last 10 years. if we were to transition to WA, it would be invaluable to be able to bring that information over. i don't know what the export file looks like, but i imagine there are many transaction details for each member, as well as renewal information, and notes.

                            3 votes
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                              Collecting comments  ·  1 comment  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
                            • Would like to see the ability to have "Saved" Export Models

                              The ability to "Save" Export fields selected. We have multiple saved searches that we need to define the list of fields to be exported for each saved search.

                              3 votes
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                                0 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
                              • Import WordPress and BBphp Data FIles

                                Ability to import exported data files from WordPress and BBphp while preserving user name and date/time with post.

                                3 votes
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                                  0 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
                                • Export Invoice data to Access database or TXT files

                                  I would like a new Invoice Export to assist me to getting invoice data to access to print many invoices at one time via a report.

                                  The export format would be either an access database (or individual text files that could be easily imported as individual tables into an Access database). It would understood that a custom invoice would need to created in Access by the Exporter.

                                  The tables or individual files would mirror exactly what is returned when looking at the Macro button when editing Invoice Settings in Wild Apricot. The high level breakdown of the tables or individual…

                                  3 votes
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                                    Collecting comments  ·  1 comment  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Sort alphabetically by Last Name and then First Name (not ID) when exporting

                                    I have multiple contacts in my database with the same last name. As it stands now, when I export a list to excel, the default is that they are sorted by last name and then user ID (not first name) so my contacts do not end up in alphabetical order in the output (John Smith listed above Adam Smith, etc). I have to remember to sort them myself in Excel every time I export a list.

                                    3 votes
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                                      0 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
                                    • 3 votes
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                                        Collecting comments  ·  0 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Character limit and image export

                                        Ability to set character count input limit inn text fields and ability to export uploaded images.

                                        3 votes
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                                          0 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Import of Legacy Subscriptions

                                          We must migrated to WA and the one thing I couldn't do which would be nice would be to import email subscription options from our old system. The import function didn't allow me to select the Subscription field even though it's a field that can be exported.

                                          This was my work around. I created groups that matched each of our subscription options and imported to them. I then created saved queries that included anyone subscribed to that option OR anyone in that group to continue sending to the same people. The problem is people who want to unsubscribe can't do…

                                          3 votes
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                                            Collecting comments  ·  1 comment  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
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