Importing / Exporting Data


Import


Simbla allows you to import your own data to your online database table. You can import the information from a CSV file into any system table. To do this, use the main menu to go to Administration, then select Tables to find the relevant table for the import.

These are the names of the main tables in the system:
Accounts,
Leads,
Cases,
Opportunities,
Tasks,
Activities

Before you start importing your data, please make sure that:

1. The file format you are uploading is CSV (Comma-Separated Values).

2. Every field name in your CSV file matches a field name in the designated table.

3. The file has a maximum of 5,000 rows.

4. If you have a date field, it’s written in the following format : MM/DD/YYYY


You do not need to add the three fixed fields that Simbla adds to your table—they are self-generated (Id, updatedat, createdat). However, you do need to make sure that all the fields match exactly in your file and your Simbla table as shown in the next example( Name, Number, Date):


To start, go to your table and press the Import button.

In the new window that opened, select or drag your file to the designated area. After doing so, you will see a short preview of your data. Make sure it all appears correctly!

That’s it! Now you can use your imported data with all of our widgets and apps!

Export

Simply hit the export button and save the CSV file on your device. The file will consist of the complete table, including the three extra fields (Id, updatedat, createdat).

About Simbla

We believe that end users know exactly what they need to perform more efficiently and effectively. Simbla allows them to produce game-changing cloud CRM without writing a single line of code.

Simbla is an AI-generated cloud CRM and a no-code development platform that helps non-coders build quick, flexible, efficient solutions quickly and easily.

Our team has years of experience developing sophisticated cloud-based systems. Drawing on that experience, we built a platform that allowed non-coders to create a tailored CRM that exactly fits the business needs without long deployment and without the help of professionals.

It is a no-code platform with an AI layer, capable of reducing the cost of deploying and maintaining a tailored cloud CRM by as much as 90%.