Which data can I export or download from OptiOffice?

Data backup

You can export or download the following data from OptiOffice.

People -> Contacts
Klicke den Button: „Alle exportieren“ (darin enthalten sind -> Kundennummer, Anrede, Titel, Vorname, Nachname, Firmenname, Geburtstag, Mobil, Telefon, Telefon Geschäftl., E-Mail, Adresszusatz, Strasse, PLZ, Ort, Lebenspartner, Kinder, Kontaktgruppe, Kontaktstatus, Bank, Kontoinhaber, IBAN, BIC, Bemerkung, Vertragsname, Vertragsdauer, Zeiteinheit, Erstbeitrag, Folgebeitrag, Rabatt in %, Zahlungsart, Lastschrift zum, Lastschriftmandat, Mandatsdatum, Vertragsbeginn, Vertragsende, Vertragseingang, Nächste Fälligkeit, Bisher verbrauchte Einheiten, Kartennummer, Guthaben)

People -> Packages
Click the button: “Export” (this includes -> salutation, title, first name, last name, credit on, service, OR package, package name, number of services, validity)

People -> Contracts
Click the button: “Export” (this includes -> contract name, customer number, salutation, first name, last name, telephone, email, street, zip code, city, mandate, mandate date, IBAN, comment, price, tax rate, income account, start of contract , Paid until, Terminated on, Paused, Direct debit, Discount, Total rest days, Rest times, Status)

Invoices
You can select “Export” (csv file, no PDF) using the serial function. You can also download invoices in PDF format. To do this, the "PDF" button must be clicked for each invoice.

Cashbox
You can download all entries in the cash book (in a CSV file) with one click using the "Export" button.

Coaching
Training plans, nutrition plans and check-ups can be downloaded separately as PDFs using the "PDF" button.

NISV documentation
This can be downloaded for each customer using the "Export" button. To do this, go to the contact and select the menu item "EMS".

Appointments
You can download a list of appointments from the calendar. To do this, click on "List" -> "Print day / Print week / Print month". The print window opens. In this you set "save as PDF".

Customer appointments
You can export all customer appointments. To do this, go to the customer and click on the menu item “Appointments”. Set the filters to “empty” and click “Print”. The print window opens. In this you set "save as PDF".

Employees appointments
You can export appointments per employee. To do this, go to the employee and click on the menu item “Appointments”. Set the filters to “empty” and click on “Export”.

Working hours
You can download the working hours for each employee. To do this, go to the employee. Select the menu item "Working hours". Set the filter to “empty” and click on the “Timesheet” button. The print window opens. In this you set "save as PDF".

Customer history
You can download the entire history for each customer. To do this, go to the contact and select the menu item "History". Set the filters to “empty” and click the “Print” button. The print window opens. In this you set "save as PDF".

Studio settings
You can export your studio settings from OptiOffice. Afterwards you can import these into your additional or new OptiOffice account. For example, if you open a second location.

You can select the following settings for the export:

• Studio settings
• Contact groups
• Contact status
• Contract settings
• Appointment types
• Services
• Packages
• Tasks
• Online booking
• EMS plans

Keywords: data export, save data, files, master data, database, export file, download, backup, back-up