adding and importing data

• What are the ways to input data in Easydus?
• How do I import contacts or data into Easydus?
• How do I resolve error messages during data import?
• How do I manually enter additional contacts or data in Easydus?
• How do I modify data or add data to a registration or record?
• How can I see which emails/invoices or QR tickets have been sent to a person?
• How do I download data from Easydus?

What are the ways to input data in Easydus?

In Easydus, there are several ways to input data. You can do so through:

• An external Easydus Web Form. This can be used as a web form (on a website or through a link in an email) for registration purposes.
• Logging into Easydus and accessing the Input menu item.
• Importing data from an Excel or .csv file.
• Integrating with an external system through the Easydus API. This allows data exchange with other systems like CRM. For more information, please contact Easydus.

How do I import contacts or data into Easydus?

In Easydus, you can import data from an Excel file or a .csv file. The process involves mapping the field names in Easydus to the column names in the Excel file. It is important to try to make the names in Excel as similar as possible to the field names in Easydus. This makes the import process easier for you.

Follow these steps to import data into Easydus:

1. Go to menu items Data | Results and go to input.
2. At the top, Click on Import.
3. Now, click on Choose file and select the file you want to import.
4. After selecting the file, you will see some fields on the left. Go to Skip First Row and enter the number of rows you want to skip during import. Usually, this is 1 row because it contains the column names in Excel. If there are more rows you want to skip, enter the corresponding number.
5. You can now link the fields in Easydus to the columns in Excel. Go to Link and select the field you want to link to the Excel columns. Do this for each field you want to link and import. If the field names in Easydus are (largely) the same as those in Excel, you can also use the Auto Link feature by clicking Auto Link.
6. After linking all the fields, click on Import, and all the data will be imported. If everything went well, you will see a green checkmark in the bottom right corner. You can now view the imported data in the records overview.
   

How do you troubleshoot error messages when importing data?

Here are some tips for resolving potential errors when importing data:

• Error message in an email address: Check the email addresses in the Excel file. If there is a space at the end of an email address or if there are characters that do not belong in an email address, you will receive an error message. Verify the email address for any characters that do not belong in an email address.
• Error message in a date field: Ensure that the date field in Excel has the same format as in Easydus. You can adjust the field format in Excel.
• Error message in a choice field: Make sure that the choices in Easydus EXACTLY match the values in the columns. The choices in the Excel columns must be exactly the same, so check each character and even spaces.

By following these tips and ensuring data consistency between Excel and Easydus, you can troubleshoot and resolve error messages that may occur during the import process.

How do I manually enter additional contacts or data?

In Easydus, you can manually enter data on a form. This applies to all fields available on all forms. Follow these steps:

1. Go to Enter in the menu items Records | Results.
2. Enter the required fields.
3. Click Save to save the data. The new record can now be found in the listings.

How do I modify or add data to a registration or record?

In the overviews, you can modify data for contacts or registrations. Follow these steps to make changes:

1. Go to Records in the Data | Results menu.
2. Navigate to the overview where you want to modify the data.
3. Click on the record for which you want to modify the data. Make the necessary changes or add new data within the record, then click Save to save the modifications.

By following these steps, you can easily update or add data to a registration or record in Easydus.

How can I see which emails/invoices or QR tickets have been sent to a person?

In Easydus, similar to a CRM, you can find all information related to a contact or registration. This includes invoices, QR tickets, or other documents. You can also view the emails that have been sent within that registration. To access all the information of a registration, follow these steps:

1. Go to Records in the Data | Results menu.
2. Navigate to the overview where you want to view the data.
3. Click on the record for which you want to see the data. You will see the menu options ‘Data,’ ‘Emails,’ ‘New Emails,’ ‘Documents,’ and ‘Preview Documents’ at the top:

• ‘Data’: Here you can modify the data of a registration.
• ‘Emails’: Here you can view all the emails that have been sent. Click on a specific email to view its details.
• ‘New Emails’: Here you can send a new email. Click on the email template you want to send.
• ‘Documents’: Here you can view all the documents that have been sent to this registration.
• ‘Preview Documents’: Here you can preview a document before sending it, for example.

How do I download data from Easydus?

In Easydus, you can download data from any overview into an Excel or .csv file at any time. Follow these steps to download data:

1. Go to Records in the Data | Results menu.
2. Navigate to the overview from which you want to download the data.
3. Click on the Download button in the upper right corner if you want to download all data/registrations in that overview. If you want to download specific registrations, first select those registrations by clicking on them. You can click on the checkboxes located on the left side of the records. After that, you can click on the Excel or CSV button to download the file. The Excel or .csv file will appear in the lower left corner of your browser.