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”
-
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.
-
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?
-
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!
-
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...
-
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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People watching this ticket
Apirak Panatkool
Frank van Bokhoven
Mike Dvorkin
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