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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...

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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...

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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...

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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...

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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...

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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...

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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...

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