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Coachview Knowledge Base

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Import your own companies and people in Coachview

Read how you can import companies and persons in Coachview using a CSV file. Decide for yourself how and when you want to do this.
Importing Companies and Persons in Coachview: introduction.

Introduction. Why? Data of persons, a participant, teacher contact or one of your colleagues are recorded in Coachview in a personal file. The details of the company where these persons work are recorded in company files. It is possible to import these data once or periodically into Coachview it...

Importing Companies and Persons in Coachview: that's how you do it.

That's how you do it. Why? Data of persons, a participant, teacher contact or one of your colleagues are recorded in Coachview in a personal file. The details of the company where these persons work are recorded in company files. It is possible to import these data once or periodically into...

What Business data can be imported into Coachview?

These fields can be imported. There are several columns you can import to create a new company file or to modify an existing company file. You don't need to include all the columns in your import file. Only the column for the name of the company is required. Do you only use columns to crea...

What Personal Data can be imported into Coachview?

You can import these fields. There are several columns you can import to create a new personal file or to change an existing personal file. You do not need to include all the columns in your import file. Only the column for the surname of the person is mandatory. Do you only use columns to crea...

Which free fields (company - person) can be imported into Coachview?

That's how you do it. Met vrije velden houdt u extra informatie bij die niet standaard door Coachview wordt aangeboden. Het is mogelijk om persoon en bedrijf vrij te stellen voor de bestanden. Important conditions: The content of a free field may consist of a maximum of 25 characters ...

Which categories (company - person) can be imported into Coachview?

That's how you do it. All relationships are recorded using the function 'Company' and/or the function 'Person'. Categories make it easier to distinguish and search for a company or person. Using a category, indicate whether a company is, for example, a customer or a pr...