Import and complete your rates
Load the cleaning prices of all your properties from an Excel or CSV file, check each row before saving, then complete the properties left without a rate.
The video for this guide is coming soon.
Each property has a cleaning price. Rather than entering them one by one, import them from a file, then let the assistant complete the missing ones. To do when you start, and at each general price change. Allow 10 minutes for a first import.
Your rates are prepared beforehand, in Build your price list. The price of a single property is set in Set the prices of your properties.
Prepare the file
Step by step
- 1
Open the Finance › Rates and rules menu. The “Properties” tab is shown.
- 2
Click Import rates. The window opens on the “File” step.
- 3
Under “No file yet?”, click Download the template. The template already contains your properties, their current price and their client.
- 4
Open the template in your spreadsheet software and change only the prices.
- 5
Save the file as Excel (.xlsx) or CSV.
Import the file
Step by step
- 1
Drop the file in the “Drop your rates file here” area, or click “Choose a file”.
- 2
Click Continue. The “Columns” step is shown.
- 3
Check which column of the file goes into each piece of information. “Property” and “Cleaning price” are required.
- 4
Under “The prices in the file are”, choose “Excluding tax (excl. tax)” or the “Incl. tax” option.
- 5
Click Continue. The “Review” step is shown.
| Information | What it fills in |
|---|---|
| Property | The name of the property, as it is written in the software |
| Cleaning price | The reference cleaning price of the property |
| Client | The client of the property. If empty, the client chosen at the next step applies; otherwise the client does not change |
| Checklist | If filled in, the price applies to this checklist only, in this property |
| Hourly rate, Linen rate | The two other rates of the property |
Check before saving
Nothing is saved before the last step. The rows are sorted into “ready”, “to check”, “set aside” and “unchanged”.
Step by step
- 1
Under “Properties that already have a price”, choose “Replace with the price from the file” or “Keep their current price”.
- 2
Under “From when?”, choose “From today” or “From…”.
- 3
If needed, in “Client of the imported properties”, choose the client of the rows that have none.
- 4
Open the “To check” tab. For each row, answer the question, for example “Did you mean “…”?”: “Yes, that's it”, “Other…” or “Set aside”.
- 5
At the bottom of the window, click the “Update … rates” button. The confirmation window recalls what changes.
- 6
Click “Update … rates” again. The final screen shows the number of new rates, prices replaced and unchanged rows.
- 7
Click Close.
Complete the properties without a rate
The “Complete rates” button is only shown if some properties are still without a price. The number in brackets says how many.
Step by step
- 1
Click the “Complete rates” button. The assistant shows a first group of properties without a rate: a building, a tag or a client.
- 2
Read the suggestion. It is the median price of the properties in the group that already have a rate.
- 3
Click the “Apply to all …” button to keep the suggestion, or “Set another price…” to type your own.
- 4
In the confirmation, click Apply. The message “Rate saved for … apartments” appears.
- 5
Click “Next group”, or “Skip this group” to leave it aside.
When the message “All groups have been reviewed.” appears, the assistant sums up the apartments completed and the groups skipped.
Confirm a suggested price
In the list, a property without a rate may carry the “Suggested” badge: the price comes from your price list and from the property sheet.
Step by step
- 1
Click the “To complete” filter.
- 2
On the property's row, read the suggested price.
- 3
Click Confirm. The message “Price of … saved” appears.
Without a suggestion, the row says why: “No property sheet”, “Surface area missing”, “Layout missing” or “No cleaning line”. The “Complete the property sheet” or “Create the property sheet” button leads to what is missing.
Frequently asked questions
Can the import change the client of a property?
Yes, if the file has a filled-in “Client” column, or if you choose a “Client of the imported properties”. The invoiced client, however, does not change.
What happens to the rows the software does not recognise?
They are set aside, never silently ignored. The final screen gives the reason for each one and offers to download them so you can correct them.
My prices include tax, do I have to recalculate them?
No. Choose the “Incl. tax” option at the “Columns” step: the tax of each property's client is removed.
Can we import a different price depending on the checklist?
Yes. Fill in the “Checklist” column: the price then applies to this checklist, in this property.
Can a price completed by the assistant be corrected?
Yes. Nothing is fixed: each price can be changed afterwards in the list of the “Properties” tab.