Integration
Simply log into Flex on the Flex Import page in CrewDriver to access tickets in Flex and draft calls based off of call data from Flex.
- Navigate to the Flex Import page.
- Click Sign In to open the sign in modal.
- Fill your Flex sign in details into the modal and click Sign In.
You can then search and view Flex quotes to select which to draft a call from. Here's an example video of creating calls from Flex quotes in CrewDriver.
Import
Email support@flexrentalsolutions.com and request to have the CrewDriver report enabled. You only have to do this once.
Once that's available you can export a show's labour details from Flex into a csv file. Follow these steps in CrewDriver to import:
- Click the graduation cap in the to right and select "Flex import".
- Pick the csv Flex export file.
- Use the import tool to adjust any of the name fields and to group the shifts together on calls, it will automatically populate the call details as you select shifts.
- Click save and it will build the calls for you.
Any call that needs more detail will be marked with a wrench icon, click the wrench and add any missing info. Any call that's ready to roll will have the standard play button available.
That's it! Just message j@crewdriverapp.com if you need help. Nothing launches without you manually saying Start This Call, so you can import things with impunity.
Troubleshooting
The exported file is a pdf instead of a csv
In Flex:
- Navigate to System Settings.
- Under Custom Reports open CrewDriver Export.
- Uncheck boxes for all formats except CSV and click UPDATE.
- Export Crewdriver Report.
Can't see the CrewDriver Export
In Flex:
- Navigate to Projects.
- Under Project Elements double click Quote.
- Select Reports tab.
- Under Instance Level reports, check the box for CrewDriver Export.
- Click Update in the bottom right-hand corner.
Language
CrewDriver and Flex use similar language but they're not the same. Here's the map of field names in Flex to CrewDriver
Flex → CrewDriver Line Item Start Date → Call Start Production Task → Production Task |