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






For Bookings:


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:
  • Unconfirmed
  • Confirmed
  • Closed
  • Cancelled
  • Wait
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:
  • Anniversary
  • Birthday
  • Business
  • Family Event
  • Hens Night
  • Religious Event
  • Special Occasion
  • Stag Night
  • Wedding
  • Work Event
 Custom reasons can also be entered into ResDiary prior to importing to match import data.
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’



For Customers:

 


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:
  • CustomField1
  • CustomField2
  • CustomField3
  • CustomField4
  • CustomField5
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.