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!
Please read the entire series of articles, accessed at the side and bottom of this page, to learn more about the Booking Index.
Which plans include this feature?
Legacy: Soho, Pro, Plus, Enterprise, Flex
New: Starter*, Growth, Managed | Learn more about our new plans or how to change your plan.
*Report exports are not available with the Starter plan.
Where can I find this feature using the top menu?
Reports > Booking Index
What more do I need to use this feature?
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Admin or restricted permissions to View all reports or the Booking Index.
Which Checkfront version supports this feature - classic, new or both?
- The Booking Index is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.
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New to Checkfront - Products ✨ With our newest version of Checkfront, we have added products (Inventory > Products) as the successor to items (Inventory > Items). Are you interested in migrating to our newest version? Please reach out to our Technical Support team for more information. |
Importing bookings
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Access our Booking Import feature by clicking on 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.
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Learn more about importing bookings and Customer account management here: |
Exporting all
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To quickly export all the filtered booking information in view, click on the Export option at the top right of the page. The Export modal opens with your export options.
See the Export Modal section below for the next steps.
Exporting select listings
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To export select bookings, choose one or more from the list.
If you select the checkbox at the top of the checkbox column, ALL bookings listed are automatically selected.
Alternatively, you can independently select one or more bookings by checking the boxes next to the Booking Code.
After you select one or more listings, a menu appears at the top of the page with the number of bookings selected and the option to access the Export modal. Click the Export option to open the Export modal.
See the Export Modal section below for the next steps.
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Looking for instructions on Bulk Updates and Invoices? Learn more here: |
Export modal
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The Export modal allows you to choose your preferences for file exports. These options are the same whether you are exporting all or select bookings. Click Export once you are satisfied with your choices.
Save As
Specify the name of the export file. By default, the file name includes the report's name plus the applicable date range. You can edit the file's name by focusing on the Save As field and entering a different name.
Format
Export report to MS Excel (XLSX), CSV (Comma-separated Value), PDF (Portable Document Format), or XML (eXtensible Markup Language).
Save To
The report can be saved to My Computer, Email, or Google Drive.
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Learn more about exporting to Google Drive here: |
Columns
Choose to export Visible columns or All columns (if there are columns you have chosen to hide in the online report view).
Max Rows
Limit the maximum number of rows to export (Max Rows) or All Rows.
Formatting
Use ISO Dates allows you to choose the format of dates within the export.
- When selected, you see the format YYYY-DD-MM, for example, 2020-06-09.
- When not selected, you see the format configured with the Date Format setting (Manage > Setup > Locale).
< Editing columns within the Booking Index | Viewing invoices booklets from the Booking Index >