Import Bookings: Spreadsheet Template & Fields

Template Download

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Once you arrive at the Booking Import page, you will see a button labeled Download Template. Clicking on this will download a .csv file containing a sample booking which you can use as a template for your own external bookings.  

 

 

 

 

Once you've downloaded the template, open it up and begin to add your own booking details. You can delete the sample row before saving the document, or simply override its contents with your own information.

Most of the fields are self-explanatory and correspond to the fields you have chosen to show on your booking form at Manage > Layout > Booking Form. There are a few things to note however and we will look at those below.  

This field is critical and corresponds to the item(s) included in the booking. The booking cannot be imported without a matching item ID(s). If you take a look at the inventory below, you will see the Item IDs highlighted in yellow.  

Returning to the .csv file we are editing, you will see the first column is labeled Item ID. This is where you input the ID we just looked at in the inventory.   

Date Formatting

When entering your information it is important to use the correct formatting on columns such as Date. Date formats can be in MM/DD/YYYY or YYYY/MM/DD. The Date column should also have a time associated with it. If you're not sure of what time the original booking was created, don't worry just enter the approximate time.

In this case, the booking contains two items: Full Day Kayak and Horseback Adventure. Multiple items must be separated by a space in the ID field. A comma is not acceptable and will prevent the booking from importing correctly.  

In the screenshot below, the custom field labeled Stay up to date... is actually a checkbox field.  

On the booking form, a customer must check the box to receive future newsletters from the company they are booking with. When adding bookings via the spreadsheet, this option should be input as either a '0' or a '1'. A '0' means that the option has been left unchecked, while 1 means that the option has been selected.  

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