This article outlines the steps to import and update accommodation details for registrations. Follow the instructions below to successfully import and update your accommodation data.
Steps to Import and Update Accommodation Details
1. Navigate to the Import Section
Go to Plan > Accommodation > Import.
2. Select the Import Type
From the drop-down menu, select Room Reservation.
3. Choose Update Option
Click Update Existing Reservation.
4. Upload the Excel File
Upload your Excel (.xlsx) file containing the accommodation details.
5. Map the Fields
Review the automatically mapped fields to ensure accuracy. Adjust the mapping if necessary to match your data.
6. Complete the Import
Click Complete Import to finalize the process.
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.
4 KB — Download
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.
4 KB — Download