4 months ago
📊 Rates Export CSV
We've added a new Rates Export CSV feature to make it easier to transfer rates from SitePad CRM back into Syrinx.
What's New?
You can now export all rates configured within SitePad CRM into a CSV file that can be imported directly into Syrinx.
How to Export Rates
- Go to Settings
- Select Syrinx Integration
- In the Asset Category panel, click the Download icon
The export will include:
- Global Rates
- Customer Rates
- Rate Cards
Export Columns
The CSV export contains the following columns:
| Column |
|---|
| Level |
| Rate Card Name |
| NameAccNo |
| Category |
| Category Name |
| Week Rate |
| Per Hour |
| Per Day |
| Per Week |
| Per 6 Day Week |
| Per 7 Day Week |
| Per Fortnight |
| Per Month |
| Set Charge |
| Weekend |
| Sale Item |
This export format has been designed to simplify the process of maintaining rate information between SitePad CRM and Syrinx.
