Deze handleidingen zijn alleen in het Engels beschikbaar.
Import and export
For example: Old software lets you export “Contacts.csv”. Upload it here, check that “Mobile” is matched to Phone and “Post Code” to Postcode, and import. Anyone already in TradePro with the same email address is left as they are, or updated if you choose.
Vragen die mensen stellen
A customer asked for their data, or asked to be forgotten.
Use WordPress’s own tools under Tools → Export Personal Data and Tools → Erase Personal Data, with their email address. TradePro includes their customer record, jobs, quotes and invoices. Erasing removes their contact details but keeps invoices, which you need to keep for tax.
My spreadsheet has accents or £ signs that come out wrong.
Save it as “CSV UTF-8” if your spreadsheet offers it. TradePro also reads the older Windows format and converts it.
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Bedankt dat je het laat weten.
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