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Rewards Program and Export to CSV

Rewards Program and Export to CSV

Rewards Program and Export to CSV

Now available within vPlan: our customer rewards program. Share vPlan and receive cool prizes. Additionally, you can now export the list view to a spreadsheet!

Patrick - 6 juni 2021

Customer rewards Program

Could you be the hero of your team? Share vPlan with your unique link within your network and earn awesome prizes! When friends sign up for a free vPlan account via your unique link, you've successfully recommended vPlan and you'll be rewarded right away! Check the leaderboard within vPlan and make sure you're at the top by the end of the month.


Export data from list view 

A much-requested feature within vPlan is now a reality! You can now easily export all data within vPlan to a CSV file.

For instance, if you use vPlan for your purchase and sales orders, you need to share planned sales orders with your supplier. Previously, you had to retype the information or take a screenshot. Now, you can quickly export a CSV document with the desired data for your supplier.

CSV files

A CSV file is a file format that allows you to easily separate and map data. You can import CSV files into many applications, including Excel, PowerBI, WooCommerce, or other programs.

For example, export a CSV file from vPlan with all contacts to create a mailing list. Or export a spreadsheet with all your recorded times, which you can then analyze in depth.

Choose Which Information to export ⚒️ 

When you choose to export, all displayed information within the list view is exported. In the list view, you can choose which information and columns you want to see. Use the filter to show or hide information, such as status 'completed', within the columns. With the tool icon, you can determine which columns to display. We'll show you how in the example below.