The Data Management Tab in Spechy offers a robust set of tools to efficiently handle and maximize the potential of your data. The tab is divided into three main sections:
1. Import Data:
The Import Data section allows you to seamlessly upload and integrate external data into Spechy’s database. This feature simplifies the process of adding new contacts, companies, or other essential information, ensuring that your data is up-to-date and accurate. You can directly drag & drop your data here and it will automatically be injected to the system.
2. Data List:
In the Data List tab, you have a comprehensive view of all the data stored within the system. This well-organized list enables easy access and management of your contacts, companies, products, notes, and other data points. The Data List ensures that you can quickly find and modify the necessary information as needed.
3. Export Data:
Within the Export Data tab, you gain the ability to extract and export specific data sets according to your preferences. This advanced filtering capability allows you to refine the exported data based on various criteria, tailoring the exported file to your exact needs.
Moreover, you can choose precisely which data to export, providing you with a high level of control over the exported content. Whether you require a Contacts Product Report, Contacts Note Report, Company Export, Companies Product Report, or Companies Note Report, the Export Data tab ensures you have the flexibility to obtain the precise information you need.
The Data Management Tab empowers you to efficiently handle your data, ensuring it remains organized, updated, and easily accessible. With the ability to import, view, and export data seamlessly, you can leverage valuable insights from your information, helping you make well-informed decisions and enhancing your communication and business processes.
4. Streamlined Reason Code Import
In the Data Management Tab of Spechy, you will find the Reason Code Import feature, designed to simplify and expedite the process of adding and managing reason codes for conversations and tickets. There are three types of Conversation Reason Code Imports available:
1. Conversation Reason Code Import List
This import type allows you to upload a list of conversation reason codes. The import file, typically in Excel format, should contain the title in the first row, followed by the name of the reason code in the first column and the corresponding reason code type in the second column.
2. Ticket Reason Code Import
With this import option, you can effortlessly add reason codes specific to support tickets. The format of the import file follows the same structure as for conversation reason codes.
3. Ticket Reason Code Import List
Similar to the previous import type, this option allows you to upload a list of ticket reason codes, providing an organized way to manage ticket-related reasons.
To ensure a smooth import process, the first line of the Excel file should always be the title, followed by the relevant reason codes and their corresponding types.
Furthermore, you have the convenience of downloading a sample template, which serves as a guideline for properly formatting your import file. This template ensures that your reason codes are correctly categorized and ready for import.
One crucial aspect of the reason code import is the inclusion of the reason code type as an “id.” You can find the reason code type ids conveniently provided, enabling you to match the reason codes with their respective types accurately.
The Reason Code Import feature within the Data Management Tab optimizes the management of reason codes, allowing you to efficiently add, modify, or update reason codes for conversations and tickets. By leveraging this functionality, you can streamline your data processes and enhance the accuracy and effectiveness of your communication management.