MioCommerce allows company owners to download company data as CSV files.
Depending on the data category, you can download customer and prospect records, bookings, invoices, payments, quotes, communications, time tracking information, attachments, and other available records.
This article explains the data categories available for download and what each downloaded file contains.
Who Can Download Company Data?
Company owners can download company data. Owners can also give permissions to team members to download data.
To give a user the permission to download company data:
Go to Operational Settings.
Select Users.
Open Employee Permissions.
Find Data Download.
Select Yes to allow the staff member to download company data.
How Downloads Work
Customers and Prospects: You can download all available records in each category. You do not need to select a year.
Other data categories: You can select the year or years you want to download.
Each selected data category and year generates a separate CSV file.
Categories with no available data cannot be downloaded.
Booking Attachments and Quote Attachments are downloaded as ZIP files rather than CSV files.
Customers and Prospects
Customer and prospect records are available as separate CSV files. These downloads include all available records in their respective categories and do not require you to select a year.
Customers: One CSV file containing your customer records.
2. Prospects: One CSV file containing your prospect records.
Additional Data
For the other data categories, you can select the years you want to download. Each selected data category and year generates a separate CSV file.
The available years and record counts depend on the data in your company account. Categories with no available data cannot be downloaded.
CSV File Previews
The following examples show the information and column headings included in selected CSV downloads.
3. Bookings
4. Coupons
5. Invoice
6. Payment
7. Quote
8. Service Provider Assignment
9. Time Tracking
10. Tips
11. Service Requests
12. Website Chat Preview
13. Team Chat Preview
14. Booking Attachments
When a user downloads Booking Attachments, the system will download a zip file containing all attachments associated with all the bookings.
Each attachment file name will include the relevant Booking Number.
This allows users to identify and trace each attachment back to its booking.
15. Quote Attachments
The same approach will apply to Quote Attachments:
The system will download a zip file containing all quote attachments.
Each attachment file name will include the relevant Quote Number for easy identification and traceability.