Exporting your appointments:
From your ZenMaid dashboard, go to Scheduling. You may use the calendar view you prefer.
Click on the Action button in the upper left corner.
Click on the Export Appointments button.
The Data export pop-up window will be opened. Here you will land on the Appointments tab, where you can choose the time frame you want your appointments to be exported and all the data you need in that export.
After setting preferred dates and types of data you need to click on the Export .csv button.
The export will be then set to download on the directory you choose
Exporting your assignments:
The same procedure is in place for exporting assignments. Click on the Export Appointments button and the Data export pop-up window will be opened. This time, choose the Assignments tab. Then, choose the time frame you want your assignments to be exported and all the data you need in that export.
After setting preferred dates and types of data you need to click on the Export .csv button.
The export will be then set to download on the directory you choose
Exporting your customers' information:
From your ZenMaid dashboard, go to Contacts. Click on the Actions button, and you will find the Export Customers button.
Click on the Export Customers button and the Data export window will be opened on the Customers tab. Here you can choose the type of data you need to export.
Exporting your credit card charges:
From your ZenMaid dashboard, go to Reports. There, you will see the report under the Data Export section of the page.
Click on the Credit Card Charges Report button and the Data export pop-up window will be opened. You will land on the Charges tab. Here you can choose the type of data you need to export.
After setting the preferred type of data, you need to click on the Export .csv button.
The export will be then set to download on the directory you choose
Exporting your cleaner's information:
From your ZenMaid dashboard, go to Cleaners. Click on the Actions button, and you will find the Export Cleaners button.
Click on the Export Cleaners button and the Data export pop-up window will be opened. You will land on the Cleaners tab. Here you can choose the type of data you need to export.
Keywords:
export customers, export appointments, export assignments, .csv exports, Customer Report, Appointment Report, Cleaner Report, Charge Report
Updated on 12/09/22