How to export my customer invoices to an accounting software?

You can export customer invoices for direct integration into accounting software.

To do this, go to the module Simple ERP / Invoice (menu up -> Simple ERP, then menu up -> Invoice.

Click on the button "Export Invoices Sales". You receive a CSV file containing the accounting entries for the invoices issued.

How to export free tracks from your Simple CRM calendar?

You wish to provide an external service provider, for example a telephone company,
with the free areas of your Simple CRM calendar so that the service provider can make
an appointment with one of your customers.

The provider must not be able to consult the details of your appointments, only the free or busy beaches.

In the same way that you can export your complete Simple CRM calendar (with details),
to Outlook or a smartphone or an Apple or Android tablet, you can provide a service provider
with your anonymized calendar.

To do so, send the URL of the anonymous calendar located on the user list to the provider.

How to prohibit the export of data to certain users?

In Simple CRM, you can prevent users from exporting data as CSV files (Excel / OpenOffice / LibreOffice).

For that:

connect to Simple CRM with an Administrator account

go to the module Admin CRM (menu top -> Admin CRM)

click on the "User list" tab

click on the user concerned

uncheck the box "Can export data".

click on Save

Once this box is unchecked, the user concerned will no longer see any button "Export to CSV".

How do I save the data in Simple CRM on my computer?

It all depends on what you mean by saving.

You can synchronize your calendar with a local client, such as Outlook, Thunderbird or Sunbird, via the ICAL feed. This is already a first copy allowed by Simple CRM.

Via our CONTACT - GMAIL synchro, you can also synchronize your contacts with Outlook via the tools: https://tools.google.com/dlpage/gappssync.

Please note that this software only works with Google APPS. For classic GMAIL accounts, please use freeware: http://googlesyncmod.sourceforge.net.

Same for Thunderbird: https://addons.mozilla.org/fr/thunderbird/addon/google-contacts/

You can more simply, export a contact from its card, by clicking on the button "VCard - Export this contact in Outlook / Thunderbird".


If by saving, you mean copying the content present in Simple CRM, to read it from Microsoft Excel, Open Office or Libre Office, this is also possible.

You can indeed, at any time, recover the data via the export modules. Note that Simple CRM only allows this function to the CRM administrator.

Contacts and Companies: from the Administration area, button "Export contacts and companies in CSV format".

Interactions: from Interaction, button "Export Interactions".

How to customize the fields in a mass mailing?

Here is the procedure to use the first and last name of the contact in your emailing.

1) Export contacts

Export contacts from areas of interest

You get a CSV file. Double-click on the file that opens with Excel

Eliminate unnecessary columns to keep only the email, name and first name.

Save the file

2) Email fields definition

In the mass mailing module, create or modify a campaign

In the subject, customize the fields
Import a new list
When creating the recipient list, drag the file into the input field
The file is processed, assign each column of the file to the email fields

3) Test and finalize your campaign

How do I export all my data as a backup?

You can export all your Simple CRM data in the following way:

To do this, you must be connected to Simple CRM with an Administrator account.

For contacts and companies :

1) Go to the Admin module (top menu -> Admin)

2) Click on the "Import data" tab

3) Click on the button "Export contacts and companies in CSV format".

4) Your browser downloads the CSV file of contacts and companies


For interactions:

1) Go to the Interactions module (top menu -> Interactions)

2) At the top of the first table, click on the button "Export interactions".

3) Your browser downloads the CSV file of interactions

How to import your Simple CRM calendar on your Android tablet or smartphone?

You can import your Simple CRM calendar to your smartphone or Android tablet.

1) Connect to your Simple CRM account with your mobile or Android tablet.

2) Click on the application launcher

3) Click on the "Synchronization" tab

4) Click on the "Calendar on Android" icon

5) Follow the explanations provided.

I'm planning an SMS campaign. How do I export my contacts' mobile numbers?

You will probably target your SMS messages to send to certain contacts only, depending on their interest in your products.

Go to the Query module (menu up -> Queries).

At the top of the list of interest checkboxes, check the type of search to perform (either contacts that are assigned to at least one of the interest checkboxes, or all interest checkboxes).

Then check the area(s) of interest to search.

Finally, click on the "Search" button.

You get a list of contacts assigned to these areas of interest.

Then click on the button "Export to CSV". You then get the list as a CSV file.

Open this file in Excel. The "GSM" column contains the mobile numbers of the selected contacts.
Use this column to send your SMS campaign.