New to Booking Import? Read the first article in this series for an introduction to the Booking Import feature.
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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.
New to Checkfront - Products ✨
Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront.
Discover more product-related help articles here: Products (New).
Mapping fieldsBack to top
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 wish to import, then don't select anything from its dropdown menu.
Once you select all the fields, click Import. You are asked to confirm the action.
To continue, click the red Import Now! button. If you want to make changes, click the No, I need to fix something! button instead.
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 importBack to top
It is possible to undo an import should you change your mind. Undoing an import removes the selected imported bookings from your account.
In the Booking Import (Reports > Booking Index > Import), select the Undo Import button from the left menu.
Choose Continue from the resulting Restore popup.
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 returned to the Booking Index.
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 imported bookings.