Learn how to download the Booking Import template, including how to optimize your file for import.
New to Booking Import? Read the first article in this series for an introduction to the Booking Import feature.
Which plans include this feature?
Where can I find this feature using the top menu?
Reports > Booking Index > Import
What more do I need to use this feature?
Which Checkfront version supports this feature - classic, new or both?
- This feature is available in both our classic version using items (Inventory > Items) and our newest version using products (Inventory > Products). → Learn more about products
Downloading the import templateBack to top
Once you arrive at the Booking Import page, you see a Download Template button. Clicking on this downloads a CSV file containing a sample booking which you can use as a template for your external bookings.
Once you download the template, open it up and add your booking details. You can delete the sample row before saving the document or override its contents with your information.
Most fields are self-explanatory and match the fields you have chosen to show on your Booking Form (Manage > Layout > Booking Form). There are a few things to note, but we look at those below.
Inputting the item/product idBack to top
Looking at the inventory image above, you see the indicated example IDs.
This field is critical and matches the item(s)/product(s) included in the booking.
A booking cannot be imported without a matching item or product ID.
Returning to the CSV file, the second column is labelled Item ID. You input the ID we just looked at in the inventory.
A space in the Item ID field must separate multiple item/product IDs. A comma is not acceptable and prevents the booking from importing correctly.
Formatting date fieldsBack to top
When entering your information, it is important to use the correct formatting on columns such as Start Date and End Date. Date formats can be in MM/DD/YYYY or YYYY/MM/DD.
The date columns should also have a time associated with them. If you need to know what time the original booking was created, you can estimate the time.
The example booking contains two products in this case: London Walking Tour and Guided Walking Tour.
Working with checkbox fieldsBack to top
In the screenshot above, the custom field labelled Stay up to date on our newsletter is a checkbox.
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 the option has been left unchecked, while a '1' means the option has been selected.
In the following article, we look at the booking import process itself.