I have to be honest here: So we’ve hired an external developer to start working on ‘Import/Export’ feature, but something came up in his personal life, and we had to pause for a while until we rearranged our forces.
We have made an agreement that one of the founding members (who’s also a developer) start working on that feature from tomorrow.
So basically: we’ve defined the feature, it’s been fully designed, and the production is starting tomorrow. We hope that it’s going to take 3-4 weeks.
Any update on this? I really need it within the next 2 weeks, otherwise I will have to manually type everything over into Excel or something. The thing is I need to be able to print my lists in a proper manner and don’t know how to do it without the CSV export.
Then I’ll continu to fill Infinity with all the data
I only need the CSV export for now because I don’t have a proper way to print my lists. Or do you perhaps have another workaround for this to print a list / export if to PDF?
lol, well this might be fun for this area. Put a note at the top that the thing has been invented. There were only 14 things to read thru and I always find something interesting. But I was not sure it had been done until I looked at the date, deduced that this has been open a while and went the help section.
A note would have saved some time, but I am new thanks for making the thing
FYI the last note on here. “For now, there’s no workaround” I was sad for a min.
Thanks Cindi for the hint. I also was reading through the conversation and last post before you was that “there is no workaround”. I finally found it. Took me a couple of minutes though. LoL.
For those who are new to Infinity (Like Me), this is where you can find it. I believe it is available within a board or within a folder.
Hey I just started this today. Looks great so far. I found the export option, but currently I want to Import instead to get started. I am just trying to import a simple CSV file from my other CRM. Is this available? Or is it export only at this point? Thanks and by the way, I love to see how you are currently updating and working on the feedback given!
Once you create a board, or just in any existing board, you can click on ‘Create a new Folder’, and on a right part of the screen, you should see an option to import from csv.
Hi @marketing1! Do you mean you can’t see the option to export to csv?
If you are not the owner or admin, you will not be able to see the option to export a board or folder to csv - for security reasons. Could this be the case with you?
You would have to make someone as an admin (role) in order to be able to download your data as CSV, otherwise it is not possible for now.
Role of a person can be changed through the workspace settings → permissions → find a memeber which you want to make as an admin and that should be it.
