In the Extra menu you will find functions such as data export and import, various settings for the software and users, as well as the job list and property exchange.
You will find more detailed explanations of the individual functions in the individual navigation sub-items.
CSV export is limited to 5,000 records during the day for performance reasons. The export of larger amounts of data is only possible after 5 pm.
With onOffice enterprise edition you can export all available data like tasks, projects, appointments, properties or contacts as *.csv file.
To do this, go to.
First select the type of data you want to export. After that you can tick the fields you want to export. All active fields are available for selection, the Status field for contacts and properties even if it is not active.
For property, linked contact data of contact person, owner, tenant and buyer of the property can also be exported.
You can split fields with multiple entries (e.g. phone number), then a column will be created in the export file for each entry in this field.
You can select all fields or deselect all fields using the selector next to the “Selected profile” entry.
In “Field names” you can set whether the column names in the export file should be the field names from the database or the field contents / labels.
If the assignment for all desired fields is set, the export can be started with “Export Execute”.
Now you can open the generated file for example with Excel, import it into Outlook etc.
Using this function, you can create predefined export profiles. Select all the desired fields once and save them in a profile (New Profile tab). The next time you need these export settings, select the stored profile and the predefined field settings will be loaded automatically without having to select them again.
Data import from CSV
With onOffice enterprise edition you can import both your external contact data and your external property data in *.csv format.
First of all, the data to be imported must be prepared. When exporting e.g. from Outlook, there are many unneeded columns in the CSV file. Columns such as Street Business2 and Street Business3 can normally be deleted. But if you want to import the content, you have to create the corresponding fields in onOffice beforehand.
Please delete the columns you do not need in your CSV file!
To start a CSV import, click onand select the desired import function here.
1. CSV contact import
Select your corresponding CSV file via the “Browse” button on your computer and upload it to onOffice enterprise edition via the “Upload” button. After successful upload, the fields known from the CSV file are automatically displayed under the heading “CSV field name”. As soon as matching enterprise fields are available, they are automatically assigned to the matching CSV field name. Unknown fields are first marked as “do not import” by default, but can be manually assigned to a specific field.
Various options are available to you for the duplicate check. Select the desired check and mark the fields to be checked by placing the check mark. Please note here that records that match the duplicate criteria from the CSV file will not be recreated in enterprise.
Once you have made all the settings, you can start the CSV import by clicking the “Import” button.
2. CSV property import
The property import works in the same way as the CSV contact import. For further explanations, see above.
3. CSV agent’s log entry import
Import of agent’s log entries is possible, but the assignment of the fields must be done carefully. If you are not sure, please contact onOffice Support (+49 241 44 686 122 / firstname.lastname@example.org / Support Chat in Messenger).
With the help of the option “Data import from portal” you can e.g. transfer properties from Immobilienscout automatically into your onOffice enterprise edition.
You can find more information about this function here.
In general, the record information can only be called up by users with the“Call up record information”right. Via the “Extras” menu, the item is only available in the detailed view of a property or a contact record.
When you call up the record information via the menu, the basic information is displayed first – created on, created by etc..
In the extended information, all changes to the data are reflected. Here you can select a period (max. 360 days) from which the changes to the record should be displayed.
This opens the job overview of the portal transfers. It gives a quick overview of portal transfers and their status.
There is a possibility in onOffice to import property data from another software or also from other onOffice versions. This property data must be sent in OpenImmo format to the import interface of your onOffice version. Detailed information can be found at OpenImmo-Import.
The default settings of your software are made so that you can work directly with onOffice enterprise. In addition, you have the possibility to make various fine adjustments in your onOffice application. The integrated user administration allows you to create users including the assignment of individual rights. You can change the fields of the input masks and menus etc. via the administration.
The “Notifications” setting can be used to control how the settings are set in the browser. Notification settings that have already been made can only be changed in the settings of your browser.
Detailed descriptions of the majority of the functions under the Settings menu item can be found here.