How do I Export Reservation History out of Apex?
In order to Export the information from Apex the below steps need to be followed:
1. Record Merge and Mailshot
- Navigate to Processing -> Interface -> Record Merge and Mailshot.
- The user can choose to export either Reservations, Guest History, Debtors, Wait listed Reservations, Banqueting Bookings or Owners information.
- If we take Reservations as an example, click on the Reservations tab, then select your Date Range for reservations staying between certain dates.
- Next under Type select "Both'" this will then include both Active and Archived Reservations.
- Then navigate to the bottom of the page and click on the "file" icon next to field name "Export.txt".
- A new window will open:
- Select where you would like to save the file for example, to your desktop.
- In the file name field, type in the name you would like to save the file as, and then add a .csv at the end, for example Export.csv.
- Click "Open" the system will respond with a message informing the user that the file does not exist and a new one needs to be created, click on "Yes".
- The system will generate a link in the File Name field, click on "Create the Merge File" button.
- Apex will advise once the export has been completed.
- Navigate to the location where you saved the file and the information will now be available.
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