Create import CSV from emailed service order spreadsheet
Create import CSV from emailed service order spreadsheet
Your service order spreadsheets arrive as XLSX attachments and need manual conversion before DMS import. It produces import-ready CSVs stored for team use, enabling same-day imports.
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Overview
Emailed service spreadsheets often sit as attachments and require manual conversion, costing time and risking missed import windows. This flow turns those attachments into import-ready CSVs and saves them for team use, enabling same-day imports and fewer manual errors.