MaxxSync for MaxxTraxx Anywhere users
MaxxTraxx Anywhere is a versatile shop management system that allows access to your business data from wherever you have internet access. Downloading reports and accounting files, or uploading pictures and documents, requires a couple of extra steps not found on our Desktop version.
When you have MaxxTraxx Anywhere, a special folder were created on your local PC for uploading and downloading files. It is labeled "MaxxSync" and is usually found on the C: drive.
Inside that folder are two sub-folders, "Downloads" and "Uploads". There should be only two folders in MaxxSync.
Uploading a file to the server
To upload a document (pdf) or picture from your local PC to the cloud-based server, move the file (copy & paste, drag & drop, etc.) to the MaxxSync Uploads folder described above.
Then in MaxxTraxx, you will have to open one of the following record types so you can associate it with the document in the Uploads folder:
- Repair Order
- Customer Master Record
- Vehicle Master Record
- Part Master Record
In this example, we'll upload a document and associate it with a repair order. The other record types are very similar.
Open the repair order then click on the Documents box:
This opens the documents window that displays all the files (documents, pictures, or spreadsheets) associated with that repair order, customer, or vehicle.
Click on the Attach New Document box.
You will now be in a window where all the documents in MaxxSync/Uploads folder will be displayed. Select the document you want to upload, make sure it is highlighted, and click on the Upload and attach the selected file from your computer box.
That document is now part of that record (in this case the repair order) and stored in the server.
Downloading a report, spreadsheet, or QuickBooks export
To download files created on the cloud server, run the report of your choice then click Save as PDF or Export to Excel.
In the example below we will download a report and save it as a PDF file.
The screenshot below is for the QuickBooks export function only.
Under the Accounting menu click on QuickBooks Export and identify the items you want to export. Click on the Export Selected Items once the export is defined.
To retrieve the documents, navigate to the MaxxTraxx Utilities dropdown then click on MaxxSync Download box.
If you don't see the "MaxxSync Download" button, go to the cloud server, open up the mxtrxpro.ini and make sure that there is the following in the ini. [CLOUD]
IsCloudUser=1 and make sure the BypassCreateMaxxSyncFolders=1 is not in the ini.
This will open the Download Files window. From here, find the file you are downloading, highlight it, then click on Download the selected file to your computer box.
Please note there are three tabs for the different file types: PDF, Excel, or QuickBooks Export.
The downloaded file will now appear in the MaxxSync/Downloads folder described earlier. You can manipulate the file from that folder just like any other file.
Related Articles
Update for DataTraxx Users
We have resolved the cloud backup issue that has affected some DataTraxx users. A patch has been created to fix the backup issue. Please note that this patch will not update users that are still on Version 7.9 of MaxxTraxx. DataTraxx will NOT work in ...Reminder: MaxxTraxx Cloud Users Getting Updated To Version 9 This Week!
Urgent Notice To MaxxTraxx Anywhere Cloud Users We will begin updating the remaining Anywhere cloud users this week Our plan is to try and coordinate with each shop to get that done during normal business hours or, where possible, we will perform the ...Final Notice: MaxxTraxx Cloud Users v9 Updates To Begin Starting Tomorrow
Final Notice To MaxxTraxx Anywhere Cloud Users We will begin updating remaining Anywhere cloud users starting Tomorrow Our plan is to try and coordinate with each shop to get that done during normal business hours or, where possible, we will perform ...MaxxTraxx Cloud Users Will Get Updated To Version 9 Starting Monday, June 12th
Urgent Notice To MaxxTraxx Anywhere Cloud Users Please Contact Support This Week If You Want The v9 Update Done We have many MaxxTraxx customers using our cloud installation option which means the Support Team has to manually perform the version 9 ...Update for Mitchell users
We have been testing an update to repair the integration with Mitchell. This update is now ready to be installed. Please make a backup of your database by clicking the backup icon near the upper right corner of the MaxxTraxx screen. You must be on ...