Backup & Sync with WP Easy Contact's Import/Export Addon

The WP Easy Contact Professional WordPress plugin provides seamless contact and task management by offering robust import, export, and sync capabilities. Users can efficiently transfer data between the plugin and external sources, facilitating a smooth integration with their favorite apps. Here are the key features of this functionality:

Import, Export, and Sync Operations:

• Operations Button on List Pages:
  • An easy-to-use operations button is available on both the Contact and Task list pages, providing users with quick access to import, export, and sync functionalities.

Import/Export Contacts:

• Import/Export Contacts from/to CSV Files:

  • Users can import and export all contact information to and from CSV files, streamlining the process of transferring contact data.

• Map Fields During Import:

  • The import feature allows users to map fields, ensuring that the necessary data is accurately imported. The option to select "Do not map" is available for fields that do not need to be imported.

• Google Spreadsheet CSV Exports:

  • Google Spreadsheet CSV exports are supported, providing users with flexibility in managing and sharing contact data.

• Reset Contact Information:

  • Users have the option to reset all contact information if needed, allowing a fresh start with the data.

• Administrator Role Requirement:

  • Import, export, and reset functionalities are accessible only to users with the administrator role, ensuring secure management of contact data.

• Import/Export Custom Fields:

  • The plugin supports the import and export of custom fields associated with contacts, allowing users to manage additional information as needed.

Import/Export Relationships:

• Import/Export Contact to Contact Relationships:

  • Users can import and export relationships between contacts, enhancing the synchronization of contact-related data.

• Import/Export Contact Task Relationships:

  • Importing and exporting relationships between contacts and tasks is supported, facilitating seamless data synchronization.

Use Case Example:

• Scenario:

  • An organization uses external applications to manage contact data and tasks. They want to integrate their contact and task information with WP Easy Contact Professional.

• Implementation:

  • The administrator uses the import feature to bring contact and task data into the plugin from external sources. This ensures that the information is synchronized between the plugin and the external applications.

• Result:

  • The organization achieves a unified and centralized contact and task management system, allowing for consistent data across different platforms.

Benefits:

• Efficient Data Transfer:

  • The import and export functionalities streamline the process of transferring contact and task data between WP Easy Contact Professional and external sources.

• Accurate Mapping of Fields:

  • Users can map fields during the import process, ensuring accurate and well-organized data within the plugin.

• Flexibility with Google Spreadsheet Exports:

  • Google Spreadsheet CSV exports provide users with flexibility in managing and sharing contact data in a familiar format.

• Secure Data Management:

  • Access to import, export, and reset operations is restricted to users with the administrator role, enhancing security in contact data management.

• Comprehensive Relationship Handling:

  • Importing and exporting contact relationships, both between contacts and with tasks, ensures a comprehensive approach to data synchronization.

The import, export, and sync capabilities in WP Easy Contact Professional empower users to manage contact and task data seamlessly, facilitating integration with external applications and enhancing the overall efficiency of contact management workflows.