Importing and Exporting Data

RunSensible supports data management through import and export functions that handle leads, contacts, and institutions. The system accepts Excel, CSV, and Gmail sources for importing, allowing bulk record updates. For exporting, users access the Export Data tab, select the relevant entity, and receive an Excel file via email containing the requested data.

FAQs

RunSensible supports the import of a wide range of data, including client contact details, case information and notes, lead data, institutional records, document files, calendar events, schedules, and financial information such as invoices and payments.

No, RunSensible does not impose strict limits on data imports or exports.

The time required for importing or exporting data in RunSensible depends on several factors, including the size of the data file, the complexity of the data being processed, network speed, and server load. On average, the process typically takes 3-4 days to complete.

You can back up your data in RunSensible by exporting all client, case, and financial information, as well as documents and files stored in the system. Regular backups can also be automated or scheduled using API tools for added convenience and reliability.

Importing and Managing Data

RunSensible offers a streamlined solution for importing data, allowing you to create or update records for leads, contacts, and institutions effortlessly.

Exporting and Managing Data

To export your data, start by accessing the Settings located in the top-right corner of the dashboard.

Exporting Specific Data

If you do not want to export all the data within a specific entity, you can filter and select only the records you need. To do this, navigate to the desired entity section using the menu located on the right-hand sidebar.