Table of contents

MIDAS Documentation v4.37

Import And Export

The Import / Export screen may be accessed via MIDAS Admin Options → Import / Export.

From this screen data may be imported into, or exported from, your MIDAS system.

Importing Data

MIDAS allows importing of bookings, clients, or users from 3rd party applications or other sources.

For more information and instructions on importing data into your MIDAS, please refer to our Knowledge Base

Exporting Data

MIDAS allows data to be exported in a range of different formats for use elsewhere in 3rd party applications, for example spreadsheets, calendar programs, finance packages, etc.

From the export screen, select the type of data your wish to export:

  • Bookings
  • Clients
  • Invoices
  • Resources
  • Users

Export Bookings

Select the date range of bookings you wish to export, and the desired export format, then click Export. Available export formats include:
  • CSV File (.csv) - Comma Separated Values
  • Excel 2007+ (.xlsx)
  • iCal Format
  • Tab-Delimited Text File
  • XML Data

Export Clients

By default, exporting clients will export all clients in the database. However, you may choose to only export clients who have bookings over a certain date range by deselecting the "All Clients" tick box and selecting a date range.
Then Select the desired export format and click Export. Available export formats include:
  • CSV File (.csv) - Comma Separated Values
  • Excel 2007+ (.xlsx)
  • Tab-Delimited Text File
  • XML Data

Export Invoices

Select the type of invoices to be exported. Options include "Regular", "Deposit", "Cancellation", and "Credit Notes". Next, select the desired export format. Additional options may be presented depending upon the format chosen. Click Export to export data. Available export formats include:
  • CSV File
  • CSV File (Clear Books)
  • CSV File (KashFlow)
  • CSV File (Quickbooks Online)
  • CSV File (QuickFile)
  • CSV File (Sage Business Cloud)
  • CSV File (Xero)
  • CSV File (Zoho Invoice)
  • Excel 2007+ (.xlsx)
  • Tab-Delimited Text File
  • XML Data

Export Resources

Select the desired export format and click Export. Available export formats include:
  • CSV File (.csv) - Comma Separated Values
  • Excel 2007+ (.xlsx)
  • Tab-Delimited Text File
  • XML Data

Export Users

Select the desired export format and click Export. Available export formats include:
  • CSV File (.csv) - Comma Separated Values
  • Excel 2007+ (.xlsx)
  • Tab-Delimited Text File
  • XML Data
MIDAS » Documentation » Import And Export