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Mapping your imported bookings to fields in Checkfront

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Locate: Reports > Booking Index > Import
Prerequisites: 

  • Admin permissions or restricted permissions to View all reports or the Booking Index.
  • The Import Bookings 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 contact our Technical Support team for more information.

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

 

In this article, we look at how at to map the fields of an imported CSV file to system fields in Checkfront.

New to importing bookings and what is required? Be sure to read the first article in this series for an introduction!

Please read the full series of articles, accessed at the side and bottom of this page, to learn more about the full capabilities of the Booking Import feature.

 

Mapping fields

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When the spreadsheet is uploaded, you need to map the data columns to the corresponding fields in your system.

You only need to map the fields you wish to import. If there's a particular column you don't wish to import, then just leave it alone and 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, then click on 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 you receive an error message. 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 desired restore point from the Booking Undo Points dropdown menu. Note that only one restore point can be selected at a time.

Select Undo Import. The action is completed and you are brought back to the Booking Index.

Import Undo Button

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

 

In the next article, we look at how to find and view the imported bookings.

 

 

< Importing your bookings file     |     Viewing your imported bookings >

 

 

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