Company Import
Information on the requirements for the Company Import available in RMS.
- The file to be imported must be in a comma delimited .csv format (Field Delimiter).
- If a data field within this file contain commas, it should be surrounded with "double quotes" (Text Delimiter).
- Line returns should be replaced with the pipe character '|'. (Usually found on the backslash key).
- Microsoft Excel is able to save using a .csv format that should match these requirements.
-
RMS is able to determine whether the first record is a header record.
- Legacy Company ID's are saved to Company Spare Field 1 and used by subsequent imports to look up reservations.
- Country names in the 'Country' field must match the RMS List of Countries.xlsx.
Field Order
| Order |
Field Name |
Field Type |
Required |
Unique |
Max Characters |
RMS Equivalent |
| 1 |
Company Name |
Alpha Numeric |
Y |
Y |
150 |
Short Description |
| 2 |
Address Line 1 |
Alpha Numeric |
N |
N |
50 |
Address Line 1 |
| 3 |
Address Line 2 |
Alpha Numeric |
N |
N |
50 |
Address Line 2 |
| 4 |
Town/Suburb |
Alpha Numeric |
N |
N |
50 |
Town/Suburb |
| 5 |
State |
Alpha Numeric |
N |
N |
3 |
State |
| 6 |
Postcode |
Alpha Numeric |
N |
N |
15 |
Postcode |
| 7 |
Contact |
Alpha Numeric |
N |
N |
35 |
Main Contact Name |
| 8 |
Phone |
Alpha Numeric |
N |
N |
15 |
Phone |
| 9 |
Fax |
Alpha Numeric |
N |
N |
15 |
Fax |
| 10 |
Email |
Alpha Numeric |
N |
N |
100 |
Email |
| 11 |
Web Address |
Alpha Numeric |
N |
N |
100 |
Web Address |
| 12 |
ABN |
Alpha Numeric |
N |
N |
20 |
ABN |
| 13 |
Legacy Company ID |
Alpha Numeric |
N |
N |
20 |
Company Spare 1 |
| 14 |
Address Line 3 |
Alpha Numeric |
N |
N |
50 |
Address Line 3 |
| 15 |
Trading As |
Alpha Numeric |
N |
N |
50 |
Trading As |
| 16 |
Spare 2 |
Alpha Numeric |
N |
N |
50 |
Company Spare 2 |
| 17 |
Spare 3 |
Alpha Numeric |
N |
N |
50 |
Company Spare 3 |
| 18 |
Spare 4 |
Alpha Numeric |
N |
N |
50 |
Company Spare 4 |
| 19 |
Spare 5 |
Alpha Numeric |
N |
N |
50 |
Company Spare 5 |
| 20 |
Surname |
Alpha Numeric |
N |
N |
50 |
|
| 21 |
First Name |
Alpha Numeric |
N |
N |
50 |
|
| 22 |
Note |
Alpha Numeric |
N |
N |
No Max |
|
| 23 |
Billing Note |
Alpha Numeric |
N |
N |
NoMAx |
|
| 24 |
City Master |
Alpha Numeric |
N |
N |
50 |
City Master Lookup Table |
| 25 |
Industry Master |
Alpha Numeric |
N |
N |
50 |
Industry Master Lookup Table |
| 26 |
Hide from Guest Portal |
Yes/No |
N |
N |
3 |
Yes or No (No if blank) |
| 27 |
Grouping |
Alpha Numeric |
N |
N |
50 |
Company Grouping |
| 28 |
Bill To General |
Numeric |
N |
N |
1 |
1 = Guest | 2 = Company | 5 = Travel Agent |
| 29 |
Bill To Extras |
Numeric |
N |
N |
1 |
1 = Guest | 2 = Company | 5 = Travel Agent |
| 30 |
Bill to Phone |
Numeric |
N |
N |
1 |
1 = Guest | 2 = Company | 5 = Travel Agent |
| 31 |
Country |
Alpha Numeric |
N |
N |
50 |
RMS List of Countries.xlsx |
32
|
Status
|
String
|
Y
|
N
|
|
Value = Active or Inactive
|
Sample File
Company Import.csv
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