Create data export wizard
Reported by Mike Dvorkin | June 27th, 2009 @ 02:51 PM | in Feature Requests
For the sake of data portability, it would be extremely valuable
to
have CSV/XML importing and updating capability + CSV/XML
exporting.
Salesforce has a tool called the Data Loader which does exactly
this.
It is a wizard like tool that reads your CSV, maps its columns to
the
CRM fields and then updates, inserts, or upserts. It can also
export
records in those formats.
Comments and changes to this ticket
-
Mike Dvorkin January 12th, 2010 @ 08:45 PM
- Milestone changed from 0.9.8 "Lasker" to Feature Requests
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Frank van Bokhoven October 21st, 2010 @ 02:40 AM
- Milestone order changed from 0 to 0
I have two implementations of FatFree. I would be very pleased if this report function is created.
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Frank van Bokhoven November 9th, 2010 @ 01:13 AM
The users of my fat free, would -for the time being- be satified if they at least could create an export (csv, excel, xml, doen't matter) of the contacts.
If possible, please concentrate on that feature first.
Is there a time span for realisation?
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Frank van Bokhoven December 8th, 2010 @ 02:20 AM
I can't imagine anyone using this crm without the import export functionality. otherwise, converting would be very difficult.
Please have this implemented as soon as possible. If i need to program on this, please let me know!
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Mike Dvorkin December 20th, 2010 @ 10:13 PM
- State changed from new to open
(from [5562b6645c35fee1296090f4e3d8863f764463d8]) Added working prototype of XLS and CSV export (Account only, no specs) [#61 state:open] https://github.com/michaeldv/fat_free_crm/commit/5562b6645c35fee129...
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Mike Dvorkin December 20th, 2010 @ 10:13 PM
(from [0761520dd2616825ae747f163c9fa574004ac020]) Added Array#to_xls and Array#to_csv [#61 state:open] https://github.com/michaeldv/fat_free_crm/commit/0761520dd2616825ae...
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Frank van Bokhoven December 21st, 2010 @ 11:06 AM
Great!
Do you have any idea when this feature is available? (that is: export of the contacts)
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Mike Dvorkin December 22nd, 2010 @ 12:20 AM
(from [1735f1deff61d7fcbe3a86e49338bc93431176a7]) 030 migration: adds single_access_token column to User model [#61 state:open] https://github.com/michaeldv/fat_free_crm/commit/1735f1deff61d7fcbe...
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Mike Dvorkin December 22nd, 2010 @ 12:20 AM
(from [35eb86a362e747e8f13b392daf6824d502267c28]) Minor refactoring in application and authentication controllers [#61 state:open] https://github.com/michaeldv/fat_free_crm/commit/35eb86a362e747e8f1...
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Mike Dvorkin December 22nd, 2010 @ 12:20 AM
(from [fa8206a9b298c90818c594582562a051a1629b1f]) Added working prototype of RSS and ATOM feeds (Accounts only so far) [#61 state:open] https://github.com/michaeldv/fat_free_crm/commit/fa8206a9b298c90818...
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Mike Dvorkin December 22nd, 2010 @ 12:20 AM
(from [257824c4e9f1d0f3e48bd5b9247d0b356b47a93e]) Added User#set_individual_locale and User#set_single_access_token [#61 state:open] https://github.com/michaeldv/fat_free_crm/commit/257824c4e9f1d0f3e4...
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Mike Dvorkin December 23rd, 2010 @ 11:05 PM
(from [0455354c351d4df4e0403699a52bb54c54b478a7]) Added model specs for exportable behavior [#61 state:open] https://github.com/michaeldv/fat_free_crm/commit/0455354c351d4df4e0...
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Mike Dvorkin December 23rd, 2010 @ 11:05 PM
(from [1e20a49a13a0efb96afc41d61ae48811773b2285]) Initial implementation of Exportable module [#61 state:open] https://github.com/michaeldv/fat_free_crm/commit/1e20a49a13a0efb96a...
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Mike Dvorkin December 28th, 2010 @ 11:50 PM
(from [9dbd3d9b7f698db15a8939ec003dbd2ce3031e39]) Added data export and feeds for Campaigns [#61 state:open] https://github.com/michaeldv/fat_free_crm/commit/9dbd3d9b7f698db15a...
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Mike Dvorkin December 29th, 2010 @ 07:14 PM
(from [89b7031d112a16085a7cc7444dc282378315c2ca]) Added data export and feeds for Activities [#61 state:open] https://github.com/michaeldv/fat_free_crm/commit/89b7031d112a16085a...
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Mike Dvorkin December 29th, 2010 @ 07:14 PM
(from [cf63aa46789041522c8ebc7285e6d76bf969d038]) Refactored :my permissions scope to use current user by default [#61 state:open] https://github.com/michaeldv/fat_free_crm/commit/cf63aa46789041522c...
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Mike Dvorkin December 29th, 2010 @ 07:14 PM
(from [85bc48a328311db29e9e504d155a9b59db89c148]) Added data export and feeds to Contacts, Leads, and Opportunities [#61 state:open] https://github.com/michaeldv/fat_free_crm/commit/85bc48a328311db29e...
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Mike Dvorkin December 29th, 2010 @ 07:14 PM
(from [711630a5c987bf5c86ef3f9dfb390c3aa016601e]) More Arel inspired refactoring [#61 state:open] https://github.com/michaeldv/fat_free_crm/commit/711630a5c987bf5c86...
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Mike Dvorkin December 29th, 2010 @ 07:14 PM
(from [3b80864e90109e4cf0ba86b90ad14e2400b5b5ec]) Refactored controllers to use single entry point for getting list of records [#61 state:open] https://github.com/michaeldv/fat_free_crm/commit/3b80864e90109e4cf0...
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Mike Dvorkin January 5th, 2011 @ 10:17 PM
(from [c9e0685ef6819ab9b869719f9940a9ae7e91ba4d]) Added XLS/CSV export and RSS/ATOM feeds for tasks [#61 state:open] https://github.com/michaeldv/fat_free_crm/commit/c9e0685ef6819ab9b8...
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Mike Dvorkin January 10th, 2011 @ 07:22 PM
- State changed from open to resolved
(from [d579e57fdce101be747ef45127c5a48c801a43dd]) Added XLS/CSV export and RSS/ATOM feeds for Admin/Users [#61 state:resolved] https://github.com/michaeldv/fat_free_crm/commit/d579e57fdce101be74...
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Emma Brown April 19th, 2023 @ 07:55 AM
The ability to import and update data in CSV/XML format and export data in this format is very useful in moving Pokemon Showdown and managing data between different systems, and also supports the portability of data.
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donna1205 April 25th, 2023 @ 01:49 AM
The organization of your tunnel rush article made it easy to follow along and understand.
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pahpah20 April 27th, 2023 @ 11:37 PM
Thank you very much. It is really complete, detailed and entertaining Spades
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Adam Kris May 25th, 2023 @ 06:37 PM
I appreciate the content of your article, the information you share helps me better understand the topic mapquest directions and makes me more interested in this topic.
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Christine Barber June 14th, 2023 @ 09:50 PM
You can use this wizard to export or import SQL Lego 2k drive created by MySQL Workbench or the mysqldump command.
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johndavidd June 16th, 2023 @ 12:13 AM
Choose the appropriate table (question form) at: Table/queries Infinite Fusion Calculator
Add a field from the Available Fields list to the Selected Fields box: click twice on the field name
To go to the next stage, click next. -
otis June 26th, 2023 @ 09:46 PM
Salesforce's Data Loader is a powerful tool among us that enables users to import, update, insert, upsert, and export data in CSV and XML formats. It provides a user-friendly interface where you can map the columns in your CSV/XML file to the corresponding fields in Salesforce CRM.
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Andreaa Ferrason June 29th, 2023 @ 07:17 PM
Before beginning the migration, DMV Practice Test disable all constraints on the target DB instance. Tables are copied in a random order by the Import and Export Wizard. If you enforce referential integrity on the target, this may result in failures.
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Drew Binsky July 6th, 2023 @ 02:30 AM
Yes, Salesforce includes a tool called Data Loader blossom word game that allows for the import, update, and export of CSV/XML data. via CSV or XML files, you can interface with Salesforce data via the client application Data Loader.
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timothyferriss July 6th, 2023 @ 02:36 AM
Data portability between CSV/XML files and your Salesforce org is made possible by the robust autistic test utility known as Data Loader, which may assist you in managing massive volumes of data in Salesforce.
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gameto8543 July 18th, 2023 @ 01:44 AM
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Annata Evan July 25th, 2023 @ 08:23 PM
You may also export output data automatically with each connections analysis by going to Database Definitions in the configuration file and selecting ODBC Settings.
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northeas tfletching August 10th, 2023 @ 03:17 AM
Explore a universe where the opportunities are almost endless and feel the rush of excitement that comes with doing so.moto x3m
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benjaminlouis680309 February 14th, 2024 @ 11:51 PM
The request for a data export wizard is pertinent, as it enhances data portability and interoperability.comcast cable and internet packageTools like Salesforce's Data Loader set a precedent for efficient CSV/XML importing and exporting, streamlining data management processes. Implementing such a feature would greatly benefit users, enabling seamless integration and manipulation of data across platforms, ultimately enhancing productivity and facilitating informed decision-making.
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peytonmegan March 1st, 2024 @ 01:06 AM
Creating a data export wizard is about offering users a seamless and intuitive way to transfer their data efficiently. Although unrelated to the rice purity test For Men, both require clear guidelines and a user-friendly approach to ensure a smooth and successful process.
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jenniferlopez1868 March 21st, 2024 @ 08:28 PM
For the EU's Digital ID wallet, this marks the end of the beginning. The most crucial query is, though: will it be confidential? slope game
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sofia August 14th, 2024 @ 10:00 PM
I appreciate the way you make your content easy to understand and interesting, as it has helped me a lot in expanding my knowledge base.run 3
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- 126 Add RSS feeds See http://fatfreecrm.lighthouseapp.com/projects/26360/ti...
- 128 Export contacts See http://fatfreecrm.lighthouseapp.com/projects/26360/ti...