Update client records from emailed QR code spreadsheet
Update client records from emailed QR code spreadsheet
Your emailed client spreadsheets sit in inboxes and delay updates to customer records and cabin assignments. The workflow imports and updates client rows so coordinators have accurate data same day.
Overview
Stop manually copying emailed client lists into your database and eliminate stale cabin assignments. This flow pulls the spreadsheet from email, updates client and cabin tables, and gives coordinators accurate data same day.