Managing Data Using Files

Use a file to manage the data of an appointment.

Managing Appointment Data in CSV Files

Manage appointment data using CSV files.

Importing Data from a CSV File

Import the appointment data from a CSV file.

Steps:
  1. Create a CSV file to import data.

    For information on items that can be managed in CSV files, refer to the topic about Scheduler CSV format.

  2. Click the user name in the header.

  3. Click "Personal settings".

  4. Select the "Setting of each application" tab.

  5. Click "Scheduler".

  6. Click the item to import schedules.

  7. On the screen to import schedules from CSV files Step 1/2 Select the CSV file that you created in step 1.

  8. Set the data to import, and click "Next".

    The setting fields are as follows:

    • Character encoding:
      Encodes data from a CSV file with the selected character code.
      The following character encoding can be selected:
      • Unicode (UTF-8)
      • Japanese (Shift-JIS)
      • ASCII
      • Latin1 (ISO-8859-1)
      • Simplified Chinese (GB2312)
      • Thai (TIS-620)
    • Skip the first row:
      If the header row contains information other than data such as an item name and a comment, select "Yes".

  9. On the screen to import schedules from CSV file Step 2/2, check the details of the CSV file, and then click "Import".

Exporting Data to a CSV File

Export the appointment data to a CSV file.

Steps:
  1. Click the "User name" in the header.

  2. Click "Personal settings".

  3. Select the "Setting of each application" tab.

  4. Click "Scheduler".

  5. Click the item to export schedules.

  6. On the screen for exporting CSV files from Scheduler, set the data you want to export.

    The setting fields are as follows:

    • Period to export:
      Select the period of time of appointments to export.
    • Character encoding:
      Select the character code that you want to use for encoding.
      The following character encoding can be selected:
      • Unicode (UTF-8)
      • Japanese (Shift-JIS)
      • ASCII
      • Latin1 (ISO-8859-1)
      • Simplified Chinese (GB2312)
      • Thai (TIS-620)
    • Include header row:
      To export an item name to the header row of a CSV file, select "Yes".

  7. Confirm your settings and click "Export".

  8. Save the file with a function provided by your Web browser.

Exporting Scheduler Statistics Data to a CSV File

Summarize the registered schedules in each appointment type and export them to CSV files.
You can check the data such as who, how long, and for what the time spent for appointments.

Steps:
  1. Click the "User name" in the header.

  2. Click "Personal settings".

  3. Select the "Setting of each application" tab.

  4. Click "Scheduler".

  5. Click the item for the Scheduler statistics.

  6. On the Scheduler Statistics screen, select the organization or user who you want to summarize, and then click "Next".

    For details on how users can select organizations, see Selecting Organizations, Categories and Folders.

  7. Set the required items for the data to export.

    The setting fields are as follows:

    • Date:
      Select the period of the appointment you want to summarize.
    • Working hours:
      Select the working hours of the appointment you want to summarize.
    • Character encoding:
      Select the character code that you want to use for encoding.
      The following character encoding can be selected:
      • Unicode (UTF-8)
        You can select with BOM as required.
      • Japanese (Shift-JIS)
      • ASCII
      • Latin1 (ISO-8859-1)
      • Simplified Chinese (GB2312)
      • Thai (TIS-620)
    • Handling of weekends and holidays:
      Determines whether or not to include appointments for weekends and holidays in statistical data.

  8. Confirm your settings and click "Export".

  9. Save the file with a function provided by your Web browser.