Importing and exporting via the Booking Index

Easily import large numbers of bookings into your system or export your booking data for analysis, backup, or integration—all from the Booking Index.

Learn how to import and export booking information via the Booking Index, including exporting select listings.

New to the Booking Index? Be sure to read the first article in this series for an introduction to this feature!

Accessing the features mentioned in this article

Where can I find this feature using the top menu?

• Reports > Booking Index
   

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?

• The Booking Index is available to both those using classic items (Inventory > Items), a key feature of our Classic Items version of Checkfront, and those using classic products (Inventory > Products), a key feature of our Classic Products version of Checkfront.

Access our Booking Import feature by clicking the Import option at the top-right of the page.

From there, you can download our template to help prepare your data for upload. Choose the CSV file for upload, and then submit your file for validation and import!

Each row in the CSV file applies to one booking and requires an Item ID/SKU, Start Date, and Customer Name. 

Importing bookings automatically creates and assigns Customer Profiles to the Customers connected with the bookings.

 

Learn more about bookings and Customer Accounts Find detailed instructions on importing bookings here: Introduction to importing bookings Learn more about managing customer accounts and profiles: Managing Customer Accounts from a Customer perspective

To export all your bookings, follow these steps.

1. Open your Booking Index with any necessary filters applied.
2. Click the Export button(represented by a download symbol). Clicking the option opens the Export modal.
3. Enter the name of the file within the Save As field.
4. Select your preferred file Format.
5. Select the destination for your export file from the Save To drop-down menu.
6. Choose whether to export all or visible columns only from the Columns drop-down.
7. Specify the maximum number of rows to export (optional) using the Max Rows input field. By default, the system selects All Rows for export.
8. Choose to Use ISO Dates by selecting the checkbox next to the Formatting field.
9. Click Export to download your file.
10. Open the file in your preferred spreadsheet application (e.g., Microsoft Excel, Google Sheets, or Numbers).

Take a look at the Export Modal section below for detailed descriptions of the export settings.

Follow these steps to export select invoice information: First, open your Booking Index with any necessary filters applied.

1. Use the checkboxes beside each booking to select bookings.
2. Click the Export button within the blue banner. Clicking the option opens the Export modal.
3. Enter the name of the file within the Save As field.
4. Select your preferred file Format.
5. Select the destination for your export file from the Save To drop-down menu.
6. Choose whether to export all or visible columns only from the Columns drop-down.
7. Choose to Use ISO Dates by selecting the checkbox next to the Formatting field.
8. Click Export to download your file.
9. Open the file in your preferred spreadsheet application (e.g., Microsoft Excel, Google Sheets, or Numbers).

Take a look at the Export Modal section below for detailed descriptions of the export settings.

Learn more about invoices Looking for instructions on Bulk Updates and Invoices? Learn more here: Bulk updating invoices from the Booking Index Viewing invoice booklets from the Booking Index

The Export modal allows you to choose your preferences for file exports.

Save As

Enter the name of your export file. 

• By default, the file name includes the report's name and date range.
• You can edit the file name by entering a different name in the Save as field.
   

Format

Choose the file type for your export:

• MS Excel (XLSX) - Microsoft Excel spreadsheet.
• CSV - Comma-separated Value file, easy to use in Excel or Google Sheets.
• PDF - Portable Document Format, good for printing or sharing.
• XML (eXtensible Markup Language) - useful for system integrations.

Save To

Decide where the export should go:

• Computer - Download directly to your device.
• Email - Send a secure link to your inbox (we host this file on Google Cloud Storage).
• Google Drive- Save straight to your connected Drive account.

Files securely hosted in Google Storage The system emails exports as links to the files securely hosted in Google Cloud Storage.

Learn more about Google Drive Learn more about exporting to Google Drive here: Introduction to Google Drive

Columns

Choose whether to export:

• Visible columns - Exports only what you see in your Item Events list.
• All columns - Exports all available data.

NOTE: With this report, all columns are always visible, so you get the same result with either option.

Formatting

Choose how dates are displayed:

• Use ISO Dates - Standard format YYYY-DD-MM  (e.g., 2020-06-09).

• Use ISO Dates (not selected): This option uses the date you set in the Date Format setting (Manage > Setup > Locale). 

  
   

Next Steps

The following article covers how to manage invoices from the Booking Index. 

< Editing columns within the Booking Index     |     Managing invoices from the Booking Index >