SpinLessPlates – How To Import Using CSV Files

Enter existing data into SpinLessPlates by using our .csv import feature. To import your data please follow these steps (or watch the video below). You can upload images from this tab also. Make sure that the product images are names as per the product SKU code. If you have multiple images make sure the main…

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SpinLessPlates – How To Link To KashFlow

Link SpinLessPlates to your online accounting software KashFlow. To link to KashFlow please follow these steps (or watch the video below). NOTE: KashFlow does not allow us to automatically update the nominal accounting codes so you have to manually ensure that these codes match where applicable.

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SpinLessPlates – How To Link To MailChimp

Link SpinLessPlates to your email marketing software MailChimp. To link to MailChimp please follow these steps (or watch the video below). NOTE: The initial sync copies all your contacts to MailChimp. You can then change each contact on an individual basis in their contact file.

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SpinLessPlates – How To Link To Xero

Link SpinLessPlates to your online accounting software Xero. To link to Xero please follow these steps (or watch the video below). NOTE: Xero does not allow us to automatically update the nominal accounting codes so you have to manually ensure that these codes match where applicable.

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SpinLessPlates – How To Edit Your Lists

Speed up entering repeat data by using the lists function. Edit or add entries to your lists simply and quickly in SpinLessPlates. To edit your lists please follow these steps (or watch the video below). You can save lots of time by systematising your data entry in SpinLessPlates.

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Scheduling Software Small Business

In the purchases module SpinLessPlates has a scheduling tab that ensures each purchase your business makes runs a smooth as clockwork. You can create a custom schedule in your My Details module under the Schedules tab. To use the scheduling software small business owners please follow these steps (or watch the video below). SpinLessPlates’ scheduling…

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SpinLessPlates – How To Edit Your Details

In SpinLessPlates you can edit your company data simply. You can also upload a background, T&Cs and set sequentially running numbers that can then be used on products, quotes, sales, purchases and invoices. To edit your details please follow these steps (or watch the video below). SpinLessPlates’ custom CRM email templates lets you systematise and…

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CRM Email Templates – How To Edit Email Templates

SpinLessPlates allows you to customise standard emails that can then be used in quotes, sales, purchases and invoices. To edit the CRM email templates to read as you like please follow these steps (or watch the video below). SpinLessPlates’ custom CRM email templates lets you systematise and simplify regular communications with you customers and suppliers.…

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CRM Custom Fields – How To Rename Custom Fields

Product and CRM custom fields are used in SpinLessPlates. To edit the custom field titles please follow these steps (or watch the video below). SpinLessPlates’ product and CRM custom fields lets you rename fields to reflect the unique nature of your business. SpinLessPlates lets you concentrate on enjoying your business rather than drowning in admin…

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How To Set Up The Background On Your PDF Documents

You can upload a background for your quote, sale, invoice and purchase document easily in the My Details window. Just follow the simple guidelines below. Note: If you would like to add yours T&Cs as the last page of your document lay these out as an A4 PDF file and upload via My Details.

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