Syncing your employees and their payments
If you want to match up each customer with an assigned repair tech or salesperson, copy their employee ID number from Dent Shop Manager, and paste it into the corresponding cell on the spreadsheet template in the Employee ID column before you export the csv.
You can find each of your employees ID numbers in dashboard ->manage employees
Or a list of all of the employees and ID numbers right above the Data Import button.
Just copy and paste them into the customers you want to assign that employee to.
If you have made payments to those employees on those cars, change the column employee paid to "true"
-----------
If you don't want to mess with this you can still import your customers, leave the employee ID blank, and assign each job to employees later in the app by going into each customer's record and clicking "assign employees".
Employees must be assigned for the financial calculations to reflect the accurate amounts if you paid someone on a car.
Syncing up claim status /repair status
If you want Dent Shop Manager to sort your customer data into various stages of the claims process automatically, put the vehicle status number 0-7 in the corresponding column in the template (Customer Status).
Use the appropriate number below and this will tell Dent Shop Manager where to sort them in the shop.
Vehicle Status:
0 = new in shop (no estimate yet)
1 = estimate submitted to insurance company
2 = supplement submitted to insurance company
3 = Approved for Repairs by insurance company
4 = In Repair
5 = At bodyshop or paint
6 = Ready for pickup
7 = Delivered
----------------
----------------
Finally, Download the spreadsheet as a .csv file (click File -> Download as -> .csv file -> save it on your phone/computer)
Go to Shop Settings and Upload your .csv file to Dent Shop Manager
Thats it! Your customer data should be synced up.
If it looks like you made a mistake, click the "undo sync" button in Account Settings, and it will remove all the data you just uploaded.
Go back to the spreadsheet template and make sure everything looks correct, then export the .csv file and upload it into dent shop manager again. The order of the columns must match exactly for the sync to work.
