Tag Archive: excel

We think we’ve really “Excelled” with our forthcoming update to MIDAS… literally!

…because we’re adding the ability to export directly in the native Excel (2007+) .xlsx format.

Previously in MIDAS, if you wished to export bookings, clients, invoice summaries, or resources directly to Excel, you’d first need to export as a .CSV (Comma Separated Values) file, and then import this file into Excel.

However, in MIDAS v4.18, you’ll now be able to export data directly into a native .xlsx Excel 2007+ format!

Export data to Excel (.xlsx)

Furthermore, following customer feedback, we’re also providing the ability to export Statistics & Reports data directly to Excel too. On Statistics report pages you’ll now find an “Export” icon:

Export statistics to Excel (.xlsx)

Self-Hosted Customers: Please note – in order to take advantage of the new Excel export options in MIDAS v4.18, you’ll need to ensure that the Perl module “Excel::Writer::XLSX” has been installed on your server. (This module is already installed on our cloud-hosted infrastructure). For assistance installing Perl modules on your server, please refer to our KB article: How to install Perl modules.

Click here to continue reading about some of the other new & improved features coming in MIDAS v4.18!

MIDAS v4.18 is coming soon! To be notified when it becomes publicly available, please join our mailing list, or to be among the very first to try the v4.18 “Beta”, why not join the Beta Test? (We reward our Beta testers too!)

New Tool: Import Client Data into MIDAS

One of the things we frequently get asked by our customers is; “Is there a way to import my existing data into MIDAS?”. Well, we’ve listened to you, and have now released an easy-to-use import tool to allow you to do just that!

Using our free import tool, you can import client data into MIDAS v3.00 or later, that is either in a .csv (Comma Separated Values), or a .txt (Tab, or other character, Delimited) file format.

This means that provided your 3rd party application allows you to export client/contact data in one of these formats, you can easily import it directly into MIDAS!

You can also use our import tool to import data directly from a spreadsheet application, such as Microsoft’s Excel!

We’ve even give you the option to replace, or simply add to your existing client data when importing new data!

Here’s a few screenshots of the new import tool:
Step 1 - Select data to import
Step 2 - Import settings
Step 3 - Import data

For further information, and to download our free import tool, please see the following Knowledgebase Article:
How do I import client data from another application into MIDAS?