{"id":184,"date":"2020-07-31T08:28:13","date_gmt":"2020-07-31T08:28:13","guid":{"rendered":"https:\/\/start.mycasavi.com\/?page_id=184"},"modified":"2025-09-11T10:16:42","modified_gmt":"2025-09-11T08:16:42","slug":"dienstleister","status":"publish","type":"page","link":"https:\/\/training.casavi.com\/de\/dienstleister\/","title":{"rendered":"Dienstleister"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Schritt 3:<\/p>\n\n\n\n<div class=\"wp-block-group is-style-cta-dark is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-group is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-group is-layout-flow wp-block-group-is-layout-flow\">\n<h2 class=\"wp-block-heading has-text-align-center has-gray-0-color has-text-color\">Dienstleisterkontakte anlegen<\/h2>\n<\/div>\n<\/div>\n<\/div>\n\n\n<div class=\"lh-feature-card card image-position-left lh-block-lh-feature-card align has-text-color has--color has-background-color has-gray-0-background-color\">\n\t<div class=\"feature-card-image\">\n\t\t\t\t\t<img decoding=\"async\" width=\"637\" height=\"592\" src=\"https:\/\/training.casavi.com\/de\/wp-content\/uploads\/sites\/2\/2023\/04\/Screenshot-2023-04-21-114318-300x279.png\" class=\"attachment-full size-full lazyload\" alt=\"\" data-sizes=\"auto\" data-srcset=\"https:\/\/training.casavi.com\/de\/wp-content\/uploads\/sites\/2\/2023\/04\/Screenshot-2023-04-21-114318-300x279.png 300w, https:\/\/training.casavi.com\/de\/wp-content\/uploads\/sites\/2\/2023\/04\/Screenshot-2023-04-21-114318.png 637w\" data-src=\"https:\/\/training.casavi.com\/de\/wp-content\/uploads\/sites\/2\/2023\/04\/Screenshot-2023-04-21-114318.png\" \/>\t\t\t<\/div>\n\t<div class=\"feature-card-content stack\">\n\t\t\n\n<p class=\"wp-block-paragraph\">ACHTUNG: Sollten Ihre Dienstleister \u00fcber die Schnittstelle eingespielt werden k\u00f6nnen, d\u00fcrfen Sie diesen Schritt \u00fcberspringen<\/p>\n\n\t<\/div>\n<\/div>\n\n\n\n<div style=\"height:63px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Um Ihre Dienstleister in casavi zu hinterlegen, haben Sie zwei M\u00f6glichkeiten:<\/p>\n\n\n<ol class=\"wp-block-list\">\n<li>Sie legen die Kontakte manuell unter dem Men\u00fcpunkt \u201eKontakte\u201c an<\/li>\n\n\n\n<li>Sie pflegen diese in unsere Import-Vorlage\u00a0<strong>Import Beispiel Dienstleister<\/strong>\u00a0ein. Diese finden Sie\u00a0<strong><a href=\"https:\/\/downloads.casavi.com\/de\/download-category\/onboarding-paket\/manueller-import\/dienstleisterimport\" target=\"_blank\" rel=\"noreferrer noopener\">hier<\/a><\/strong>\u00a0in unserem Kundenmaterial.<\/li>\n<\/ol>\n\n\n<p class=\"wp-block-paragraph\">Senden Sie uns die Datei anschlie\u00dfend mit dem Betreff \u201eImport Dienstleister\u201c an:&nbsp;<a href=\"mailto:onboarding@casavi.de\">onboarding@casavi.de<\/a>. Wir pr\u00fcfen Ihre Datei, \u00fcbernehmen einmalig den Erstimport f\u00fcr Sie und geben Ihnen zeitnah R\u00fcckmeldung<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Sind die Dienstleister in casavi importiert, k\u00f6nnen Sie diese mit den entsprechenden Liegenschaften und den Dienstleistertypen verkn\u00fcpfen und so intern hinterlegen bzw. auch Ihren Kunden im Portal sichtbar machen. Eine genaue Beschreibung dazu finden Sie\u00a0<strong><a href=\"https:\/\/verwalter.hilfe.casavi.com\/s\/article\/4971000-dienstleister-zuweisen-fur-kunden-im-portal-sichtbar-machen?language=de\" target=\"_blank\" rel=\"noreferrer noopener\">hier<\/a><\/strong>\u00a0.<\/p>\n\n\n\n<div style=\"height:63px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button aligncenter\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/training.casavi.com\/de\/smarttask\/\">Zu Schritt 4 \u2192<\/a><\/div>\n<\/div>\n\n\n\n<p class=\"has-text-align-center has-small-font-size wp-block-paragraph\"><a href=\"https:\/\/training.casavi.com\/de\">zur\u00fcck zur Startseite<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Schritt 3: Dienstleisterkontakte anlegen Um Ihre Dienstleister in casavi zu hinterlegen, haben Sie zwei M\u00f6glichkeiten: Senden Sie uns die Datei anschlie\u00dfend mit dem Betreff \u201eImport Dienstleister\u201c an:&nbsp;onboarding@casavi.de. Wir pr\u00fcfen Ihre Datei, \u00fcbernehmen einmalig den Erstimport f\u00fcr Sie und geben Ihnen zeitnah R\u00fcckmeldung Sind die Dienstleister in casavi importiert, k\u00f6nnen Sie diese mit den entsprechenden Liegenschaften [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_show_the_title":false,"footnotes":""},"class_list":["post-184","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Dienstleister - DE - casavi Training<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"de_DE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Dienstleister - DE - casavi Training\" \/>\n<meta property=\"og:description\" content=\"Schritt 3: Dienstleisterkontakte anlegen Um Ihre Dienstleister in casavi zu hinterlegen, haben Sie zwei M\u00f6glichkeiten: Senden Sie uns die Datei anschlie\u00dfend mit dem Betreff \u201eImport Dienstleister\u201c an:&nbsp;onboarding@casavi.de. 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