This tool is useful for tasks such as uploading customer lists, exporting reports, or transferring data for backup.
Import Data
Follow these steps to import your data into Libromi:
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Prepare Your File
- Ensure your data is in the correct format (usually CSV or Excel).
- Verify column names match the system requirements (e.g., Name, Phone Number, Email).
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Go to Import Tool
- Navigate to Settings → Import/Export → Import.
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Upload File
- Click Upload and select your prepared file.
- Map the file columns to the system fields (e.g., CSV “Phone” → Libromi “Contact Number”).
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Validate & Confirm
- Preview a sample of your data before final submission.
- Fix any errors flagged during validation.
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Finish Import
- Click Confirm.
- A success message will appear once the import is complete.
Export Data
Export data from Libromi for analysis, reporting, or backup:
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Go to Export Tool
- Navigate to Settings → Import/Export → Export.
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Select Data Type
- Choose the type of data you want to export (e.g., Contacts, Conversations, Reports).
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Apply Filters (Optional)
- Narrow down data by date range, status, or other filters.
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Download File
- Click Export.
- The system generates a CSV/Excel file for download.
Common Issues
| Issue | Cause | Solution |
|---|---|---|
| Import fails | Wrong file format (e.g., PDF instead of CSV) | Use CSV/Excel format only. |
| Data mismatch | Incorrect column mapping | Re-map fields correctly during import. |
| Export too large | No filters applied | Apply filters to reduce file size. |
With the Import/Export Tool, you can seamlessly manage customer data while keeping it organized, secure, and accessible.