Export Charges from Universal Scheduling

CRM Training: Import Data from Universal Scheduling

Export Charges from Universal Scheduling

  1. Login into your Antibex Report Manager Plus.
  2. Please select a correct clinic from dropdown menu.
  3. On the Left Side Report Explorer Menu Select Folder “CRM”.
  4. Select report Charges Created.
  5. Select Charge Create Date From: 2 months prior for updating previous charges.
  6. Select Charge Create Date To: Today.
  7. Click button “OK”.
  8. Wait for processing of the request.
  9. For exporting data Please Click Export and Select “CSV File”.
  10. In Export Settings:
  11. Expand “Settings” if required, just click “Plus”.
  12. Page Range must be “All”.
  13. Encoding must be “Unicode (UTF-8).
  14. Uncheck “Skip Column Headers”.
  15. Uncheck Open After Export.
  16. Click “OK”.
  17. Select your folder for CRM Import Reports.
  18. File Name: 2 letters are clinic code, “dash”, 4 digits are showing current year, and 2 digits are current month.
  19. For example: WB-201608.
  20. Save as type must be “CSV files”.
  21. Click save.
  22. Your charges export report is complete.

Repeat steps for all clinics.