DejaOffice PC CRM - Importing and Exporting Tables

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You can easily Export any table in DejaOffice PC CRM to\from a CSV file or using Copy\Paste in the Grid View. For Import check the bottom of this page.

For a Video Guide to Importing and Exporting in DejaOffice PC CRM Click Here.

Exporting to Excel using Copy and Paste

Dpccopypaste2.png
  1. Open DejaOffice PC CRM.
  2. Select the table you want to Export. (Contacts, Calendar, Tasks, or Memos)
  3. In the top toolbar select 3 bars on the right and change the view to Grid. (Calendar Day View will change to List first, repeat this once more to change to Grid).
  4. Select the record or records you want to export. (You can select a record, then hold Shift on the keyboard, and select a lower record to select all records between your clicks).
  5. Open a blank Excel and Paste.







Exporting to a CSV

Dpcexport31111.jpg
  1. Open DejaOffice PC CRM.
  2. Select the table you want to Export. (Contacts, Calendar, Tasks, or Memos)
  3. In the top toolbar select 3 bars on the right and change the view to Grid. (Calendar Day View will change to List first, repeat this once more to change to Grid).
  4. Select the Export Icon on the toolbar.
  5. Select your destination folder for Export.













Importing from a File

When importing from a CSV file to DejaOffice PC CRM, to import correctly you will need to modify your current CSV to match the columns DPC uses.

  1. Click Here for an Excel Contacts Template with these columns preset.
  2. Click Here for an Excel Calendar Template with these columns preset.
  3. Click Here for an Excel Tasks Template with these columns preset.
  4. Click Here for an Excel Memos Template with these columns preset.



Once your formatting is correct in your CSV file, use the following steps to Import into DejaOffice PC CRM:

  1. Open DejaOffice PC CRM.
  2. Select the table you want to Import to.
  3. In the top toolbar select 3 bars on the right and change the view to Grid. (Calendar Day View will change to List first, repeat this once more to change to Grid).
  4. Select the Import icon on the toolbar.
  5. Navigate to your newly formatted CSV file and select it to Import.


Importing from a CamCard CSV File

  1. Open DejaOffice PC CRM.
  2. Select the Contacts.
  3. In the top toolbar select 3 bars on the right and change the view to Grid.
  4. Select the Import icon on the toolbar.
  5. Navigate to your CamCard CSV file and select it to Import.