We have enabled 'Automatic CSV Export' page in our settings. Now, you can effortlessly schedule CSV exports of your bookings data, ensuring you always have the latest information without having to manually login and download when needed.
Here’s how it works:
Frequency: Select the frequency, day and time of your CSV exports to match your workflow. Whether you need daily, weekly we’ve got you covered.
Receive Notifications Directly to Your Inbox: Simply input email address/es of receiver, and we’ll send you email with link to download your bookings CSV export file.
Workview Selection: Choose the workview that has the appropriate filters and columns. This ensures that only the filtered data you need will be captured in the CSV file.
Save: On click of 'Save', the configuration will be saved and emails will be received to specified inbox based on set frequency.
Enable automatic CSV export: This setting can be used to pause the export when it is not needed. Existing settings will still be saved in the system and you can enable the email notification anytime you need in future.
Important things to Note:
The settings are user sepcific but user can add multiple emails to receive the email notification.
Only master admin can be able to configure this export at present.