Can I retrieve the data I have stored in the service?
You can export the information available in list views (invoice, contact, and product lists) as a CSV file.
Please note that the CSV file will only include the data shown in the column headers of each list. For example, invoice line details or contact activity history will not be included in the CSV file.
If you are transferring data between Isolta accounts, after creating the CSV file, import it as-is to the other account via Actions > Import from CSV file. Do not open or modify the file before importing.
If you want to transfer the CSV file to Excel:
Open Excel and create a new blank file (File > New). IMPORTANT: Do not open the CSV file directly.
Go to the Data tab, select From Text/CSV, and choose the CSV file you just created.
In the window that opens, ensure File Origin is set to 65001: Unicode (UTF-8) and Delimiter is Comma. Finally, click Load.
The service also allows you to save the following billing-related reports under the Sales Reports section:
Invoice Summary
Payments Received
Outstanding Receivables
Please contact us if you need additional features or instructions for exporting your data!