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Microsoft Excel/CSV

1 Handling Non-English Characters in CSV Files

Overview This tutorial explains how to import data from a csv file into a spreadsheet program and how to export it from a spreadsheet program while maintaining accents. Table of Contents The Issue With Accents Warning For Mac Users Using Microsoft Excel How…

2 How to Export Clients to CSV

Overview This tutorial will explain how to export your full client list to CSV. If you need to export a subset of your clients to CSV then please see How to Create a Marketing Campaign. How to Export Your Clients to CSV Click on the Clients component Click…

3 How to Import Your Calendar from a CSV File

Overview StudioCloud allows several ways of importing calendar information including a CSV file. The instructions below will explain how to import calendar information from a CSV file. Please note, importing calendar information from CSV is limited to the…

4 Import Invoices from a CSV File

Overview This tutorial will show you the step s to import orders or invoices from a CSV file. I f an invoice is being imported that has a client attached to it that already exists in StudioCloud then StudioCloud will automatically attach the invoice to that…

5 Import Products and Services from a CSV File

Overview This tutorial explains how to import products or services from a CSV into StudioCloud. Columns The csv columns should be ordered as follows: Bar Code Product or Service Name Product or Service Description Product or Service Price Product or Service…

6 Importing Clients, Prospective Clients, & Leads From CSV File

Overview This tutorial will show you how to import your clients, prospective clients, or inquiries from a CSV file. Limitations StudioCloud only supports importing 22 columns from a csv file. If your csv file has more then 20 columns they will not appear…