Import your customer data and bookings
As a new customer to ResDiary, you may have built a database with a different system and have future bookings which you would like to transfer over.
We can allow you to bring all your customer profiles and important booking information with our data import tool.
This is only available for new customers and we require a CSV or equivalent file which is ready to upload.
Once we have uploaded the CSV file we can pair the fields from ResDiary to the fields of the headings that appear in your database.
Below is a break down of the fields that we can import into ResDiary and in which format you needs to import these fields.
- See also the attached sample booking import file PDF
Available Import Fields
|VisitDate||Format must be YYYY-MM-DD|
|VisitTime||Format in 24 hour time eg. 13:00|
|BookingDateTime||Must be in YYYY-MM-DD HH:MM:SS|
|PartySize ||Number only|
|Tables ||Must match the number or names of the tables in ResDiary including table join combinations. Table joins must be separated by commas eg. 71,72 or Booth 1|
If table numbers do not match or table join not found, then booking will be unallocated
|Status||Must match the status names in ResDiary exactly otherwise status will default to confirmed.|
List of statuses includes:
|BookingComments||Text field limited to 1000 characters|
|BookingReasons||Booking reasons can be imported if they match the reason as listed in ResDiary.|
Default Reasons for booking in ResDiary:
Note: for any reasons to appear in the booking, they needs to be enabled in ResDiary.
|RoomNumber||Text field. Used for hotel type accounts|
|CustomerSpend||Must only be a number. Do not include any currency signs like $ or £|
|Channel||The channel needs to match the channels setup in ResDiary. If the name doesn’t match, the channel will default to ‘Internal’|
|Title||Text or number field|
|FirstName||Text or number field|
|Surname||Text or number field|
|Company||Text or number field|
|Department||Text or number field|
|Birthday||Must be in YYYY-MM-DD format|
|Anniversary||Must be in YYYY-MM-DD format|
|MobileNumber||Enter mobile number without the country code. Make sure to split the number and code before importing|
|MobilePhoneCode||Country code for the mobile number. If left blank, the country code will be set to the country default settings in ResDiary|
|PhoneNumber||Enter phone number without the country code. Make sure to split the number and code before importing|
|PhoneCode||Country code for the mobile number. If left blank, the country code will be set to the country default settings in ResDiary|
|Email||Email format required|
|House||Text or number field|
|Street||Text or number field|
|Town||Text or number field|
|Postcode||Text or number field|
|CountyRegion||Text or number field|
|Country||Text field - must match the country spelling in ResDiary|
|CustomerType||The customer type can be matched in ResDiary as long as the names are identical|
|Custom fields||In ResDiary you can set up to 5 custom fields in the provider setup. These are numbers in order of how they appear in ResDiary. These fields will need to be enabled in ResDiary to appear in the customer profile after import.|
In the import they will appear as follows:
|EmailOptIn||Must be Yes or No. Can also be TRUE or FALSE |
|MobileOptIn||Must be Yes or No. Can also be TRUE or FALSE |
|CustomerComments|| Supports up to 2000 characters|
|Hdyh||Must match the same spelling as in ResDiary|
|MembershipId||Text or number field. Field needs to be enabled in ResDiary to appear in the customer profile after import.|