Import and export of settlement rates

export, update, and import settlement rates when to use it? when you want to set different rates for a specific person from your own team, cleaning company, type of cleaning, and property when you want to update existing individual rates, but you have a lot of properties and don't want to do it one by one export file for editing log in to your lula cleaning account https //app lula cleaning/ click on your profile icon (top right corner) select “rates export/import” or go directly to the page https //app lula cleaning/settlement rates/export import download the excel file ( xlsx) to your computer be careful, a warning may be displayed to avoid issues e g with formatting, press the button enable editing what you are allowed to edit (and only that!) make changes only in the green green columns rate valid from – the date from which the new rate is to apply rate valid to – optional information on how long the rate is to be in effect rate – amount of the rate (we do not specify the currency only the numbers; you simply operate in the currency you use) important! in order for the rate to be imported at all, you must fill in both fields in the given row, both rate valid from and rate filling in only one of them and leaving the other blank will be interpreted as a lack of data for the change! ✋ do not change not change any other other columns (names, ids, types, etc ) changing anything other than the three green columns will invalidate the import ude these formats rate valid from yyyy mm dd (for example 2025 07 01) rate valid to yyyy mm dd ( for example 2025 07 01) rate number ( for example 120 lub 120 50 / 120,50) after changing the date in the spreadsheet, excel may display it differently, e g , as 07/01/2025 this is acceptable and should not affect the import importing the file back into lula after entering the new rates and dates, save the file on your device (in the same xlsx format) and close it return to lula's page https //app lula cleaning/settlement rates/export import https //app lula cleaning/settlement rates/export import select the file to import and confirm the changes from the file will be uploaded in the background they will be available in the system shortly if, after importing rates from excel, the value is updated directly on the propertycard in lula, it will be set as the default value for the cleaner or company individually set rates for specific individuals or companies will not change how to implement changes – examples a setting a rate for one person only find the line(s) for this person (e g , john smith ) for specific properites and types of cleaning fill in rate valid from and rate only in these lines leave the fields for other individuals/companies blank – their rates will remain unchanged b rate change from the new date (continuation of rate history) enter the new date in rate valid from (for example 2025 07 01) and a new value for rate the system will automatically “cut off” the old rate until the previous day (in our case, until 2025 06 30) and apply the new rate from the specified date ℹ️ reminder if rate valid from or rate remains empty, this means that there is no change in the given row how to make editing in excel easier to make it easier to quickly fill in data, you can use the built in functions in excel and apply table filtering below is an explanation of how you can streamline data entry in a few steps in excel, select the entire table (e g , using ctrl+a) go to the “insert” tab click on “table” (most likely the third button from the left) – the “create table” window will appear after making sure that the entire table is selected, confirm select the header/column from which you want to select the item to sort, e g , if you want to set a fixed rate for a selected person, click the arrow to the right of the “who” column in the list that appears, select only the person for whom you want to enter the specified rate and confirm this will cause excel to display only the fields to be filled in for that person bulk edit after filtering, paste the same date/amount into multiple rows