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  1. Sales App
  2. Settings

Export & Import Favourites and Sticky Notes (Beta)

This feature allows users to export and import their favourites and sticky notes. It is useful for backing up personal preferences or sharing them with your collegues

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Last updated 1 month ago

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What Can Be Exported

  • Sticky Notes The following details of each sticky note are exported (if filled in):

    • Color

    • Description

    • Name

  • Favourites A list of the products you’ve marked as favourites.

Preconditions: Before the export/import options become available, a collection must be selected.

You can find the export/import buttons by going to:

Settings → Managed Storage

Once there, you’ll see the following buttons:

  1. Export StickyNotes

  2. Export Favourites

  3. Import Favourites / Notes

Export Example

Clicking an export button will download a file in JSON format containing your selected data.

How to Import

  • Navigate to Settings > Manage Storage.

  • Under Exports, select:

    • Import Favorites / Notes for [Collection Name]

  • Upon selecting a valid JSON file, the app will prompt the user with the following three options to manage the import:

Import Options Explained

  1. Overwrite

    • Replaces all current Favorites or Sticky Notes for the selected collection with the data from the import file.

    • Importing a Favorites file with "Overwrite" will only overwrite existing Favorites, leaving Sticky Notes untouched.

    • Likewise, importing a Sticky Notes file with "Overwrite" will only replace existing Sticky Notes.

  2. Append

    • Adds the data from the import file to the existing Favorites or Sticky Notes.

    • Avoids data loss by preserving existing content and supplementing it with new entries.

  3. Cancel

    • Aborts the import operation.

    • No data will be modified or added.

Export view
Import mode