Looking for a way to download all client info like name, date stayed, email and phone number into a client database. Does anyone use one? Is there anyway to load this or does it all have to be built from scratch one name/reservation at a time?
Is the product that you are using for your CRM capable of uploading a csv file? If so, download a csv from the Reservations page.
I don't recall the reservations page having phone number and emails?
You can download your inbox. Choose specific dates or all. The file includes phone # and emails.
I use ownerrez and all info gets imported into it
Retrieving data ...