The Export function in TutorCruncher is the easiest way to export information about your Users, Jobs, Lessons, Reports and accounting quickly and easily. The file format exported is a CSV file suitable for use in Excel or for importing into other cloud-based platforms.
The Export page.
How do I export a CSV file listing my users’ information?
Navigate to System > Export before selecting ‘Users’. This will open the User Export page, from where you can specify which user role type (Tutor/Client/Student) to be exported and also filter out the users by any Labels applied to them.
Exporting Tutors with the ‘Contact by phone’ Label applied.
How do I export a CSV file listing my Jobs’ information?
Navigate to System > Export before selecting Jobs. This will open the Job Export page, from where you can specify a date range for the Jobs you would like to export.
How do I export a CSV file listing my Lessons’ information?
Navigate to System > Export before selecting Lessons. This will open the Lesson Export page, from where you can specify a date range for the Lessons you would like to export.
How do I export a CSV file listing my Lesson Reports’ information?
Navigate to System > Export before selecting Reports. This will open the Reports Export page, from where you can specify a date range for the Reports you would like to export.
How do I export a CSV file listing my Accounting information?
Navigate to System > Export before selecting Accounting. This will open the Accounting Export page, from where you can generate a CSV file to export for use in accounting packages such as Xero, Sage or Quickbooks.
Here you can specify the accounting item type you would like to export (Invoices/Credit Requests/Payment Orders) and specify a date range. Choose the Detailed Export to get a breakdown of each Lesson or Ad Hoc Charge, or choose the Basic option for a simple list of Invoice, Payment Order or Credit Request.
If you are using:
Xero: Use Detailed.
QuickBooks: Use Detailed or Basic.
Sage: Use Basic.
Exporting a detailed Invoices CSV file.
How do I export my accounting data into Xero?
Follow these steps:
Export your accounting information into a CSV file - make sure to select a detailed export type.
Once that CSV file has been downloaded, you will then need to log into your Xero account and navigate to Business > Invoices.
You will then be redirected to a new page containing a list of all of the Invoices linked to your Xero account. To import or update the Invoices recorded on your account, select the Import tab.
This will redirect you to a page breaking down the steps needed to import a CSV file into Xero. Select the ‘browse’ tab and select the CSV you downloaded from TutorCruncher.
Xero will notify you of how many Invoices are being imported as well as any issues that are linked to any of those Invoices. Click Complete Import to complete the import.
Your invoicing data should now be successfully linked to your Xero account.