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Mapping your imported bookings to fields in Checkfront

Once you’ve uploaded your bookings file, the next step is to map your file’s columns to Checkfront’s booking fields. Correct field mapping ensures your imported data appears in the right place — customer names, dates, products, payments, and more - minimizing manual corrections later.

Learn how to map the fields of an imported CSV file to system fields in Checkfront, including how to undo an import.

New to Booking Import? You can read the first article in this series for an introduction to the Booking Import feature.

 

Accessing the features mentioned in this article


Where can I find this feature using the top menu?

  • Reports > Booking Index > Import
     

What more do I need to use this feature?

  • Admin or restricted permissions to View all reports or the Booking Index.
     

Which Checkfront version supports this feature - classic items, classic products, or both?

  • This feature is available in both our classic version, which uses classic items (Inventory > Items), and our classic version, which uses classic products (Inventory > Products).  → Learn more about products

 

Mapping fields

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When the spreadsheet is uploaded, you need to map the data columns to the matching fields in your system.

You only need to map the fields you wish to import. If there's a particular column you don't want to import, then don't select anything from its dropdown menu.  

  1. Click Import once you select all of the fields. The system prompts you to confirm the action.

    Booking import mapping page highlighting the Import button used to confirm uploading bookings from a CSV file.
     
  2. Click the red Import Now! button. If you want to make changes, click the No, I need to fix something! button instead.

    Confirmation dialog asking if the user is sure before importing bookings since it ignores existing availability.

     
  3. If everything goes according to plan, you receive a success message. Click OK to continue.

    Confirmation message showing successful CSV data import completion with an OK button.

If the import cannot be completed, an error message is displayed. You can adjust the information in the CSV file accordingly and try the import again.

 

Undoing an import

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It is possible to undo an import should you change your mind. Undoing an import removes the selected imported bookings from your account.

  1. In the Booking Import (Reports > Booking Index > Import), select the Undo Import button from the left menu.

    Booking import page highlighting the Undo Import option to reverse a previously completed import.
     
  2. Choose Continue from the resulting Restore pop-up.

    Confirmation dialog for restoring bookings showing restore points created prior to each import.
     
  3. From the Undo Import window, place a checkmark next to the restore point you want from the Booking Undo Points dropdown menu. Note that you can only select one restore point at a time.

    Undo import dialog showing a dropdown menu to select from available booking undo points.
     
  4. Select Undo Import. The action completes, and you return to the Booking Index.

    Booking import mapping page highlighting the Undo Import button to remove bookings from the last import.
     
  5. After choosing a file to import from the Booking Index and selecting the Undo Import button, you can start the import undo process. The process after this point is the same as the steps provided above.

 

Next Steps

The following article explores how to locate and view imported bookings.

 

 

< Importing your bookings file     |     Viewing your imported bookings >

 

 

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