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  1. 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…

    5 votes
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    1 comment  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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.

    4 votes
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    0 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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).

    15 votes
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    5 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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…

    8 votes
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    4 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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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    2 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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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    1 comment  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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…

    4 votes
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    1 comment  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
  8. Import Program Should Not Include Hidden "Notes" Field

    There is a field called Notes that is an internal use field. This field is "hidden" in the sense that is does NOT show up in the Contacts or Members fields lists.

    This causes confusion because upon import, the import program will attempt to match an imported field name of Notes to this internal use field called Notes. This causes confusion because the admin doing the import will not remember creating a Notes field (because they didn't) and won't see it in the Fields lists (because it isn't there).

    I would HIGHLY recommend you either add this field to the…

    3 votes
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    2 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
  9. 1 vote
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    0 comments  ·  Import / Export  ·  Flag idea as inappropriate…  ·  Admin →
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