The Import function provides a way to manually import your existing reservations into Switch. This function is primarily used when initially setting up a property.


Simply follow the below steps on how to import the reservations:

  1. Make sure you have turned on import page on turn features on / off to show the import tab.

2. On import page, you need to download the import template and fill it with the reservations you want to import.

The file is in .XLSX (Spreadsheet file) format. This is a simplified document and is easier for the software to import the data.

Important!!!

 Please take note of the following while filling-out the sheet with reservations:

To have a valid data sheet, please ensure to fill-out the important fields:

  1. guest_name (Guest name)
  2. check_in_date (Check-in Date)
  3. check_out_date (Check-out Date)
  4. room_type (Room Type)
  5. room_nr (Room Number)

Below fields can be filled-out but not required:

  1. booking_id (Booking ID) : if empty, switch will generate a unique ID
  2. booking_date (Reservation date)
  3. price (Total amount of the reservation)
  4. email (Email Address)
  5. phone_number (Phone Number)
  6. nationality
  7. notes (Notes)
  8. is_group (If the reservation is a group reservation. If left out blank, default value will be N)

Upload

Once the file is ready to be uploaded in the calendar, just click Upload XLSX button and a preview of data will be shown below.

If the data has an error, it will be highlighted as RED (e.g room type and room number doesn't exist) while those data who doesn't have any error will be highlighted as GREEN.
Error/s will be indicated on the preview so better go back to the template to correct the error, save it and re-upload the file. 

If you're not sure of the data to be imported as shown in the preview page, you may click the Clear Import button to remove all the data. On the other hand, if all the data are ready and no error has been found, just click the Proceed to Import button**.

**Note: Proceed to Import button will appear only if all required data are correct.

Once you've uploaded the file, the calendar will update accordingly. Imported reservations will have [Imported] text at the beginning of each guest names.

-----------------------------------------------------------------------------------------------------------------------------

Quick tip! If you wish to view the images more larger above, please right click on the image and click open image in new tab.

Did this answer your question?