The folks at JobProgress have provided this quick and informative video for exporting contacts out of their system. Once you have your export, follow the instructions here to submit your contact information to GuildQuality with ease.
A great many of our Guildmembers use this export feature to help them stay current with their surveying. The good folks at MarketSharp produced an excellent, short video showing off their easy-to-use GuildQuality import/export feature: Once you have your export, follow the instructions here to submit your contact information to GuildQuality with ease.
If you use QuickBooks to store and track your contacts and leads, you can easily export reports into Excel to send or upload to GuildQuality anytime. For the QuickBooks Online tutorial, please click here.
Here are the instructions to generate an Excel file from an AccuLynx Report to upload directly to or send into GuildQuality: Log into your AccuLynx Account. At the top of the screen locate your Reports menu.
Within Improveit! 360, visit the Reports tab and search for GuildQuality Report → define the fields to be included and run the export.
In JobNimbus, you can create a custom report for your customers who are ready to be surveyed that will update based on a given timeframe and job status. Create a Custom Report Log in, then click on Reports on the left side of the page.
From the Lead Opportunities grid, use the filter options at the top to filter by date and lead status. Once you’ve filtered for the customers or leads you’re ready to send to GuildQuality, click on the Excel icon directly above the grid to export.
Contact Lead Perfection as they will set up an automated export at no cost.By phone: 800.
Part 1: To select a module and the cross-functional modules in Zoho In Zoho, click the Reports tab. In the Reports Home page, click Create Report.
Within ContractorsCloud, visit Data Export → Projects Lists → select your date range. From here you can export into a .
From the main Dashboard, go to “Contacts” and use Advanced Search to select the criteria needed (“Won” or “Completed” lead stage, sale date, owner, etc). Click “Search” then “Export Contacts”.
Within the DASH application, select Help & Training on the lower right hand side of the page and search “Export to Excel”. Follow the prompts within DASH.
You can export your Jobber Client list from Jobber a *.CSV file.
Click the Contacts tab on the left menu. Click the Export link on the right side of your Contacts page, and then “Export to CSV“: Once you have your export, you can upload it to your account, or email it to data@guildquality.
To export out of iRestore: Open Jobs List Click File > Export Records Change the “Save as Type” to “Excel Workbook”, name it, then click Save Click Continue Click Move All in the middle and then Export If you need any fields added, you’ll need to contact iRestore: firstname.lastname@example.org or 561-337-2900 x2 Once you have your export,
Exporting the Customers List to a CSV file From the main menu of Sage 50 Accounting click on Reports, Lists, Customers. The Customer List Options box will come on.