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Overview

Import multiple bookings at once when migrating from another system or adding historical data. You can import up to 100 bookings per file.

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How to Import Bookings

1

Download the CSV Template

Go to Bookings and click Import from CSV. Download the template with example rows.
2

Fill Out Your Data

Add your bookings to the template. Each row is one booking. Keep the header row unchanged.
3

Upload and Map Columns

Upload your CSV. The system will show a preview. Map any columns that don’t match automatically.
4

Review Validation Errors

Fix any errors shown in red before importing. Common issues are date/time formats and missing required fields.
5

Start Import

Click Import. The process runs in the background, processing 5 bookings at a time.

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What Happens After Import

  • You’ll see a results page with success/failure counts
  • Successfully imported bookings appear in your bookings list
  • Timeline entries are created automatically
  • Event brief tasks trigger if configured
  • No email notifications or webhooks are sent (to prevent duplicates)

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Required Fields

All bookings must include:
  • Entity to Invoice
  • Full Name
  • Payment Method
  • Total Price (Dollars)
  • Event Date (YYYY-MM-DD format)
  • Start Time (h:mm a format, e.g., 10:00 AM)
  • End Time
  • Number of Days (integer)
  • Guest Count
  • Event Address
  • Staff Number
  • Resource Number
  • Location Name
  • Location ID

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Optional Fields

Include these if you have the data:
  • Email
  • Phone
  • Event Description
  • Site Contact Name
  • Site Contact Phone
  • Additional Location Info
  • Parking Info
  • Staff Dress Code
  • Special Instructions

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Format Requirements

  • Dates: YYYY-MM-DD (e.g., 2025-02-15)
  • Times: h:mm a with space (e.g., 10:00 AM, 2:00 PM)
  • Must use uppercase AM/PM with space before
  • Number of Days: Whole number (e.g., 1, 2, 3)
  • Guest Count: Whole number
  • Staff Number: Whole number
  • Resource Number: Whole number
  • Total Price: Number format (e.g., 1500 for $1,500.00)
  • Location ID is required and must match an existing location in your account
  • Location Name should match the ID’s location
  • Event Address can be different from the location address

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Common Validation Errors

Dates must be YYYY-MM-DD format. 02/15/2025 won’t work. Use 2025-02-15 instead.
Times need space before AM/PM. Use “10:00 AM” not “10:00AM”. Must be lowercase h:mm a format.
Number of Days, Guest Count, Staff Number, and Resource Number must be whole numbers. No decimals.
Location ID is required and must match an existing location in Settings → Locations. Check your location IDs before importing.
Total Price must be a number. Use 1500 for $1,500.00. Don’t include dollar signs or commas.

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Import Limits

Maximum 100 bookings per import. For larger datasets, split into multiple files and import in batches.