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Status Assessment
Workspace Verse
Categories Verse on Premises
Created by Guest
Created on Oct 21, 2021

Allow users to export their contacts directly from Verse

In the Notes client, we've always been able to export contacts into a csv/spreadsheet format. We would like to be able to do that in Verse as well.

  • Attach files
  • Guest
    Feb 4, 2022

    Download Email Recovery and Migration tools from Shoviv

  • Guest
    Nov 16, 2021

    Every table has required columns that must exist in your input file. We recommend that you create a template. First, export data from the table. Use the same file (modified with your data) to import data into the table. This template saves time and effort. You won't have to account for the required columns for each table.

    Prepare the file template.

    a. Export the table data to the CSV file. Follow the steps in Export data to CSV.

    b. Define a plan to make sure data is unique. Use either primary keys or Alternate Keys.

    c. Refer to the next section for instructions to make sure data is unique before you import it into a table.

    Modify the file with your data.

    Copy data from your Excel or CSV file into the template that you just created.

    Import the file.

    a. On, expand the Data section. Select Tables in the left navigation pane.

    b. Select the table that you want to import data into.

    c. Select the ellipsis or menu at the top. Select Get Data. Select Get data from Excel.


    To import data into more than one table, in the top menu, select Get Data. Select Get data from Excel. Then you can choose multiple tables and select Next.

    Example of importing data to an Account table.

    d. On the Import data screen, choose whether to import data from an Excel or a CSV file.

    e. Select Upload.

    f. Choose your file. Follow the prompts to upload your file.

    g. After the file is uploaded and Mapping status is green, select Import in the top-right corner. Refer to the next section to navigate and fix any mapping errors.

    h. After the import finishes successfully, you'll see the total number of inserts and updates.



  • Guest
    Oct 22, 2021

    csv and vcard format, please.

  • Guest
    Oct 22, 2021