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Importing & exporting

Most people don’t start from scratch — you already have a list somewhere, maybe in a spreadsheet. And once your app is full of useful information, you’ll want to be able to take a copy out. Both are things you can ask Exepad to set up.

If you already keep a list — customers, products, past bookings — you can ask Exepad to add a way to bring it into your app so you don’t have to re-type everything:

“Let me upload my customer list from a spreadsheet.”

“Add a way to import products from a CSV file.”

A few tips for a smooth import:

  • Match the details. Make sure your spreadsheet’s headings line up with the information your app keeps — a “Name” heading for the name, “Email” for the email, and so on.
  • Start small. Try a handful of rows first to confirm everything lands where you expect, then bring in the rest.
  • Tidy up first. Clean, consistent entries import more predictably than a messy sheet.

Your information is always yours. When you need a copy — for a report, a backup, or to move it elsewhere — you can ask for a way to export it:

“Add a button to download all my bookings as a spreadsheet.”

“Let me export this list to CSV.”

Once it’s set up, you get a plain file you can open in any spreadsheet app, share with a colleague, or keep as a record. As with importing, exporting isn’t built into every app by default — if you don’t see a way to do it, just ask.

For very large lists, bring information in a batch at a time rather than all at once, and check the results as you go. If an import doesn’t look right, describe what’s off and Exepad can adjust it.