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

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{% 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">
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<p class="title">Export data</p>
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<p class="content">
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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.
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</p>
</div>
</div>
</section>
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<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.
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</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>
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Make edits to the spreadsheet. You can add, edit, and remove rows for reminders. Don't remove the top-most (title) row.
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<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>
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<strong>Google Sheets</strong>: Create a new blank spreadsheet. Select <strong>File > Import > Upload > export.csv</strong>.
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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>
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{% endblock %}