The article outlines the steps to import and update accommodation details for registrations. Follow the instructions below to successfully import and update accommodation data.
Steps to Import and Update Accommodation Details
- Navigate to Plan > Accommodation > Import.
- From the drop-down menu, select Room Reservation.
- Click on Update Existing Reservation.
- Upload your Excel (.xlsx) file containing the accommodation details.
- Review the automatically mapped fields to ensure accuracy.
- Adjust the mapping if necessary to match your data.
- Click Complete Import to finalize the process.
- Following these steps, accommodation details can be efficiently imported and updated for registrations.
Resources
Create New Reservations
- You can create new room reservations associated with existing registrations by importing an Excel or CSV file that includes a registration code.
- Download the "Sample_Room_Reservation_New.xlsx" template for your reference.
Update Existing Reservations
- You can update existing reservations by importing an Excel or CSV file that includes the Unique ID available in the Room Reservations type custom report.
- Download the attached "Sample_Room_Reservation_Update.xlsx" template for your reference.
- Sample_Room_Reservation_New.xlsx
- Sample_Room_Reservation_Update.xlsx