Exporting account data

MyVR makes it easy to pull data from an account. MyVR offers several applications that can both pull data from an account as well as push data into an account. These can be found by browsing the Apps section of a MyVR account.  However, MyVR also offers several exports that allow users to manually export data from an account.

Most data exports in MyVR produce a CSV (comma separated value) document that can be opened in Microsoft Excel, Google Sheets, and other popular spreadsheet editing applications. Users can also choose to export the data as JSON if working with a developer.

Article contents

• Navigating to Exports
• Accounting
  • Financial Summary (opens new tab)
  • Payments
  • Expenses
  • Expense Transactions
  • Line Items
• Inquiries
• Reservations
• Contacts

Navigating to exports

To export data manually, go to Setup > API & Data Access > Manual Exports

 

Payments

Step 1: Click on the Payments section under Accounting

Step 2: Fill out the form to choose which payments to export.  Users will choose a date range, and the payments produced will be for reservations that both started and ended within that range.

The resulting document will contain individual payment data for reservations - reservation id, date of payment, payment method date, payment amount, etc.

 

Expenses

Step 1: Click on the Expenses section under Accounting

Step 2: Select your criteria for exporting your reservation expense data, including the final total for all expenses and click the Export Data button

 

Expense transactions

Step 1: Click on the Expense Transactions section under Accounting

 

Step 2: Select your criteria for exporting your reservation expense transaction data and click the Export Data button

 

Line items

Step 1: Click on the Line Items section under Accounting

Step 2: Fill out the form to choose which line items to export. Users will choose a date range, and the line items produced will be for reservations that both started and ended within that range.

The resulting document will contain individual line items for reservations - reservation id, item type (e.g. rent, fee, security deposit, refund, etc.), date of item, item amount, eligible for taxation, etc.

 

Inquiries

Step 1: Click on the Inquiries section

Step 2: To download all inquiries, click the Export Data button 

 

These inquiries can then be sorted and filtered by things like date, property, etc. in spreadsheet software.

 

Reservations

Step 1: Click on the Reservations section

Step 2: Fill out the form to choose which reservations to export. Choose a date range, and the reservations will need to have both started and ended within that range.

The resulting document will contain the top-level data regarding these reservations - reservation id, dates, guest information, guest type (standard vs. owner), etc.

 

 

Contacts

Step 1: Click on the Contacts section

Users now have two choices: export contacts to one of our connected CRM apps, MailChimp and ConstantContact, or export a CSV/spreadsheet.  

To use the apps, click the Manage Application button and users will be directed to install the app if they have not already, and then export contacts.

With these two tools, users can manage lists (including sorting by inquiry and reservation history), create email templates, and reach the right customers with the right message.

Alternatively, users can click the button to down all contacts as a CSV.

These inquiries can then be sorted and filtered by things like name, contact info, etc. in spreadsheet software.