reminder-bot/templates/support/iemanager.html.tera

{% extends "base" %}

{% block init %}
    {% set title = "Support" %}

    {% set page_title = "Import/Export" %}
    {% set page_subtitle = "" %}
{% endblock %}

{% block content %}

    <section class="hero is-small">
        <div class="hero-body">
            <div class="container">
                <p class="title">Export data</p>
                <p class="content">
                    You can export data associated with your server from the dashboard. The data will export as a CSV
                    file. The CSV file can then be edited and imported to bulk edit server data.
                </p>
            </div>
        </div>
    </section>

    <section class="hero is-small">
        <div class="hero-body">
            <div class="container">
                <p class="title">Import data</p>
                <p class="content">
                    You can import previous exports or modified exports. When importing a file, the new data will be added alongside existing data.
                </p>
            </div>
        </div>
    </section>

    <section class="hero is-small">
        <div class="hero-body">
            <div class="container content">
                <p class="title">Edit your data</p>
                <p>
                    The CSV can be edited either as a text file or in a spreadsheet editor such as LibreOffice Calc. To
                    set up LibreOffice Calc for editing, do the following:
                </p>
                <ol>
                    <li>
                        Export data from dashboard.
                        <figure>
                            <img src="/static/img/support/iemanager/select_export.png" alt="Selecting export button">
                        </figure>
                    </li>
                    <li>
                        Open the file in LibreOffice. <strong>During the import dialogue, select "Format quoted field as text".</strong>
                        <figure>
                            <img src="/static/img/support/iemanager/format_text.png" alt="Selecting format button">
                        </figure>
                    </li>
                    <li>
                        Make edits to the spreadsheet. You can add, edit, and remove rows for reminders. Don't remove the top-most (title) row.
                        <figure>
                            <img src="/static/img/support/iemanager/edit_spreadsheet.png" alt="Editing spreadsheet">
                        </figure>
                    </li>
                    <li>
                        Save the edited CSV file and import it on the dashboard.
                        <figure>
                            <img src="/static/img/support/iemanager/import.png" alt="Import new reminders">
                        </figure>
                    </li>
                </ol>
                Other spreadsheet tools can also be used to edit exports, as long as they are properly configured:
                <ul>
                    <li>
                        <strong>Google Sheets</strong>: Create a new blank spreadsheet. Select <strong>File > Import > Upload > export.csv</strong>.
                        Use the following import settings:
                        <figure>
                            <img src="/static/img/support/iemanager/sheets_settings.png" alt="Google sheets import settings">
                        </figure>
                    </li>
                    <li>
                        <strong>Excel (including Excel Online)</strong>: Avoid using Excel. Excel will not correctly import channels, or give
                        clear options to correct imports.
                    </li>
                </ul>
            </div>
        </div>
    </section>

{% endblock %}