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  Public Ticket #2591394
Import and export
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Comments

  •  5
    Patrick McCormick started the conversation

    I need to figure out how to do 2 things that I can't find in the manual:

    1)  Is it possible to import a list of customers, employees, services & appointments?

    2) Is there a way to export the latest calendar of appointments at the end of each day?

  • [deleted] replied

    Hello Patrick, 

    1) There isn't a possibility of importing customers, employees, services & appointments to Amelia, unfortunately.

    2) You can export appointments on the Amelia -> Appointments page. This can be done only manually, it can't be done automatically if this is what you want to achieve. You choose the date that you want in the date picker first , so these appointments show up in the list, and then export appointments these appointments by click on the Export button next to the Search field , in the top right corner. 

  •  5
    Patrick McCormick replied

    I am in a situation with my customer where they use their own scheduling system.  That system is not web based and they need to continue using it because it has a number of functions essential to their business processes.

    But they need a way for their customers to book their own appointments in available time slots.  To do that, I would like to be able to upload appointments in batches from their own system to Amelia. My customer's clients then book their own appointments into Amelia.  My customer manages Amelia and changes appointment status from Pending to Approved after copying them manually into their own system.

    I need a way to email a list of all unapproved appointments at the end of each day. When looking at the Amelia calendar in the back end of WordPress, there is a button for doing exactly that.  The only problem is that I can't hover that button to see what URL I should use to obtain that export because that button does not have a URL - it's controlled by JavaScript.

    If I were able to look into that JavaScript code, I'm sure I could find out what the URL is and possibly how to configure that request to filter for unapproved appointments.  I'm sure your developers use an organized approach in their development and I'm sure they have a fairly structured format for the URLs used to obtain exports.  But, if I write my own JavaScript to operate on the Amelia calendar page to obtain this type of report, any update of Amelia that might change the location, name, id, etc., of whatever buttons I need to simulate clicks upon, that code can easily break.  I need to do this in coordination with Amelia developers so that I don't end up with unreliable code.

    Automated CSV exports are a fundamental part of WP All Export, however, the post types that Amelia defines and uses are not available to WP All Export, so I am unable to do this using that plugin.  

    Import and export are fundamental features in the case of any software or plugin that manages lists of stuff.  If those features don't already exist, I strongly encourage you to add them.  There are many circumstances where I could get a lot more uses out of this plugin if I could do this rudimentary sort of communication. I know I'm not alone.

  • [deleted] replied

    Hello Patrick,

    Exporting is available in Amelia, but not in the way you need it to be, unfortunately. You can suggest these feature request for Amelia here, or vote for them if there is some same request there. 

    Please note that customizations like this one are not covered by our support, so we can't help out with that. I will ask our developer about the URL of the button, if it is possible for you to obtain it and get back to you when I get a feedback from them. 

    There is the Web hooks feature in Amelia, so you can check it out if that could help you achieve what you need. Or the WP hooks.

    These are the WP hooks for Amelia, this should be added to  "wp-content/mu-plugins/functions.php"

    <?php
    function amelia_booking_added_hook($reservation, $bookings, $container) {
    }
    add_action('AmeliaBookingAdded', 'amelia_booking_added_hook', 10, 3);
    function amelia_booking_time_updated_hook($reservation, $bookings, $container) {
    }
    add_action('AmeliaBookingTimeUpdated', 'amelia_booking_time_updated_hook', 10, 3);
    function amelia_booking_status_updated_hook($reservation, $bookings, $container) {
    }
    add_action('AmeliaBookingStatusUpdated', 'amelia_booking_status_updated_hook', 10, 3);
    function amelia_booking_canceled_hook($reservation, $bookings, $container) {
    }
    add_action('AmeliaBookingCanceled', 'amelia_booking_canceled_hook', 10, 3);
    ?>

    So, these functions will be triggered after these actions: booking, cancelling, time update, status update

    $reservation has data about the appointment (startTime, endTime...)

    $bookings contains data about the bookings that started the action (from the front-end there will be one booking, and in the back-end there can be more, if a group appointment is created)


  • [deleted] replied

    Hello Patrick, 

    Regarding obtaining the URL of the button, you can find the URL for the button in the Network error log, when you inspect the page, please look at the attachment. 

  • Benjamin replied

    We missed a export function too.....we will export events to import it in a other calendar

  •  2,507
    Aleksandar replied

    Hello Benjamin.

    Thank you for your vote, we'll add it to our list. Unfortunately, event export is not available yet, but please feel free to vote for this feature (or add it if you can't find it) here.

    Kind Regards, 

    Aleksandar Vuković
    [email protected]

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  •  9
    PeriPeriCreative replied

    I also have the need to export and import more than just customers. I need to import from another system all past appointments, and I need to add 309 employees so the ability to import that would be fantastic....

  •  2,507
    Aleksandar replied

    Hello there, thanks for your feedback.

    We'll make sure to forward this to our development team, but also, please feel free to add it to our feature suggestion page, so it's up for voting.

    Kind Regards, 

    Aleksandar Vuković
    [email protected]

    Rate my support

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  •  7
    Helmut replied

    Hi,
    the ticket was opened 2020 and now its 2023 - the import / export function is one of the highest voted feature on the suggestions list. Any idea if this will be possible in the near future?

    I think appointments / notifications / events are the most wanted export / import suggested ones.
    Our company always struggle because we have to move 30 notifications from one site to another.

    Is there any other solution to get this exported and imported from one to another site. Maybe copy database tables or something else but this is the last most wanted thing to make amelia one of the best appointment tools.
    Kind regards, Daniel

  •  1,193
    Uroš replied

    Hello Daniel,

    Thank you for reaching out to us.

    As there are a lot of new features being developed at any time, we have to decide the priority of certain features.

    In regards to the import/export function, we have a plan to implement it in the next 6 months or so. Thank you very much for pointing out the importance of this feature, we really appreciate the feedback of our users, especially the ones that use Amelia for so long.

    In the meantime, please let me know if you have any other questions.


    Kind Regards, 

    Uros Jovanovic
    [email protected]

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  • Jeniffer replied

    Hi Uroš,

    I'm also in need of an complete export / import function. Since you stated in May last year that the feature should be implemented within 6 months, I was hoping you have an update on this topic?

    Thanks in advance, 

    JP

  •  1,193
    Uroš replied

    Hello Jennifer,

    Thank you for reaching out to us.

    This has not been implemented yet, but we hope that it will be in the foreseeable future.

    If you have any other questions, please let us know and I will gladly assist you.


    Kind Regards, 

    Uros Jovanovic
    [email protected]

    Rate my support

    wpDataTables: FAQ | Facebook | Twitter | InstagramFront-end and back-end demo | Docs

    Amelia: FAQ | Facebook | Twitter | InstagramAmelia demo sites | Docs | Discord Community

    You can try wpDataTables add-ons before purchasing on these sandbox sites:

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