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How to get any data in or out of Circa easily

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    • How do I import Events from a spreadsheet?

      If you have a list of events in a spreadsheet that you want to upload into Circa, you can import...

      1451 views 0 likes

    • How do I prepare an Events spreadsheet to be imported?

      To prepare an Events spreadsheet for import into your Circa Workspace, follow the instructions below. Then sign in and follow...

      1263 views 0 likes

    • How do I import Contacts?

      Importing Contacts from a spreadsheet  Preparing your spreadsheet  When preparing a spreadsheet for import your columns will need to be...

      1430 views 0 likes

    • How do I import Budgets from a spreadsheet?

      Quickly bring your Event Budgets up to speed by importing Expenses. You can create Expenses in one or many Events...

      1168 views 0 likes

    • How do I export a spreadsheet of Events?

      In Circa, you can create customized views within your Events Dashboard and download them directly via CSV or send them...

      1340 views 0 likes

    • How do I export Budget reporting?

      To export the Expenses and Payments from a single Event, go the Event Budget tab in the Event, select Payment...

      837 views 0 likes

    • How do I export Contacts?

      To export Contacts from a single Event, go to the Contacts tab within the Event and click the three dots...

      1083 views 0 likes

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