- Overview
- Enabling the LASSO Export Report
- Running the LASSO Export Report
- Matching Fields Between Flex and LASSO
- Importing the LASSO Export Report Into LASSO
Overview
Flex has partnered with LASSO to allow our customers to export a CSV file with labor and staffing information that can be imported directly into LASSO.
There are settings in Flex that have to be set correctly in order for the CSV export to work properly. These are default settings in Flex, but we encourage you to check to verify that they haven't been changed.
- On the Main Menu, select System Settings menu and click Resource Types. Verify that any labor or staffing resource type that will be used on your Quote element (or whatever your quoting element is called) has the Availability Mode set to "Labor or Staffing."
After putting labor roles onto a Quote (or whatever your quoting element is called), do not use the Staffing Assistant to assign staff to the labor roles. The LASSO export will not work properly if the labor roles on the Quote have downstream links.
Enabling the LASSO Export Report
- On the Projects menu, click Element Definitions.
- Double-click Quote.
- Select the Reports tab.
- In the Enabled Definition Level Reports section, check the box next to LASSO Export.
- This will auto-save.
This will make the LASSO Export report available for Quotes when you navigate to the Reports menu.
Running the LASSO Export Report
- On the Main Menu, select the Reports menu.
- Double-click LASSO Export.
- Enter a start date and and end date.
- Click Generate Report.
We do not recommend opening the CSV file once it has been downloaded, especially in Microsoft Excel. Some programs will reformat fields in the file and cause the import into LASSO to fail.
Matching Fields Between Flex and LASSO
This section will explain which fields in Flex correspond with fields in LASSO. Keep in mind, this list will show the default field names in Flex. Some names could have been changed in your system.
| Flex Field Name | LASSO Field Name |
|---|---|
| Client Name | Client Name |
| Venue Name | Venue Name / Job Site |
| Quote Name | Event Name |
| Quote Number | Event ID |
| Account Manager | Project Manager |
| Venue City | Location City |
| Venue State | Location State |
| Load In Date | Load In Date |
| Load Out Date | Load Out Date |
| Subtotal Title | Group |
| Line Item Quantity | Quantity |
| Line Item Description | Position |
| Line Item Start Date | Start Work |
| Line Item End Date | End Work |
| Line Item Start Time | Start Time |
| Line Item End Time | End Time |
| N/A | Airport Code |
| N/A | Duration To |
| N/A | Duration From |
| N/A | Description |
| N/A | Notes |
| Line Item ID | UUID |
Importing the LASSO Export Report Into LASSO
Please refer to LASSO support / documentation for instructions on how to import the CSV file into LASSO.