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Mapping your imported bookings to fields in Checkfront

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.

 

Which plan do you need to use this feature?

✓ Soho | ✓ Pro | ✓ Plus | ✓ Enterprise  | ✓ Flex |

Where can I find this feature using the top menu?

Reports > Booking Index > Import

What prerequisites are there?

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

  • The Booking Import feature 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.

 

Products

New to Checkfront - Products ✨

Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront.

Not yet on our newest version and interested in upgrading? Please get in touch with our Technical Support team for more information.

Discover more product-related help articles here: Products (New).

 

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.  

 

Import Button

Once you select all the fields, click Import. You are asked to confirm the action.

 

Import Now Button

To continue, click the red Import Now! button. If you want to make changes, click the No, I need to fix something! button instead.

 

Import Success

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

Should the import not be able to complete, then 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.

 

Import Undo Button

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

 

Import Undo Continue

Choose Continue from the resulting Restore popup.

 

Import Undo Select

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.

Select Undo Import. The action completes, and you return to the Booking Index.

Import Undo Button

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

 

The following article looks at how to find and view imported bookings.

 

 

< Importing your bookings file     |     Viewing your imported bookings >

 

 

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