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    Guest &/or Owner Import

    Information on the requirements for the Guest &/or Owner Import available in RMS.

    Import Information

    • 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).
    • 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.
    • Each line should have either a Group name or a Surname.
    • Guests and Owners should be imported separately.


    Import Options

    There are two options to select when doing a Guest Import:

    • Import all records as a new guest - This option will import all guests in the .csv file as a new guest in RMS.
    • Update Existing Guest Based on Matching LegacyID - When this is chosen the Import utility will use field 17, Legacy Guest ID, to locate the Guest in RMS and update all fields with the information in the .csv file. 

     

    Field Order

    Order Field Name Field Type Required Max Characters RMS Equivalent
    1 Groupname Alpha Numeric Either Group name or Surname is Required 50 Group Name
    2 Surname Alpha Numeric Either Group name or Surname is Required 50 Surname
    3 Given Alpha Numeric   20 Given Name
    4 Title Alpha Numeric   15 Title
    5 Address Line 1 Alpha Numeric   50 Address Line 1
    6 Address Line 2 Alpha Numeric   50 Address Line 2
    7 Address Line 3 Alpha Numeric   50 Address Line 3
    8 Town/City Alpha Numeric   50 Town/City
    9 State Alpha Numeric   20 State
    10 Postcode Alpha Numeric   15 Postcode
    11 AH Phone Alpha Numeric   21 Phone AH
    12 BH Phone Alpha Numeric   21 Phone BH
    13 Mobile Phone Alpha Numeric   17 Mobile
    14 Fax Alpha Numeric   21 Fax
    15 Email Alpha Numeric   100 Email
    16 Spare 1 Alpha Numeric   20 Client Spare Field 1
    17 Legacy Guest ID Alpha Numeric Y 20 Unique Legacy System ID. (Imported to Guest Spare Field 2)
    18 Notes Alpha Numeric   4000 Client Notes
    19 NoOfStays Numeric     Number of Stays
    20 TotalSpend Numeric     Total Spend
    21 Membership No. Alpha Numeric   50 Membership Number
    22 Bank Account Name Alpha Numeric   50 Account Name
    23 Bank Account No Alpha Numeric   15 Account Number
    24 BSB No Alpha Numeric   8 BSB No
    25 Activate Direct Debit Yes/No Field   3 Activate Direct Debit

    26

    Spare 3 Alpha Numeric   20 Client Spare Field 3

    27

    Spare 4 Alpha Numeric   20 Client Spare Field 4

    28

    Spare 5 Alpha Numeric   20 Client Spare Field 5

    29

    Spare 6 Alpha Numeric   20 Client Spare Field 6

    30

    Spare 7 Alpha Numeric   20 Client Spare Field 7

    31

    Spare 8 Alpha Numeric   20 Client Spare Field 8

    32

    Spare 9 Alpha Numeric   20 Client Spare Field 9

    33

    Spare 10 Alpha Numeric   20 Client Spare Field 10
    34 Spare 11 String   20 Client Spare Field 11
    35 RVType String     RV Type
    36 RVLength String     RV Length
    37 RVSlide Int     RV Length
    38 BlackList Yes/No Field   3 Blacklist
    39 Company Alpha Numeric   50

    Name of Debtor or 3rd Party associated to the guest

    40 Gender String   5 M, F or X. Leaving Blank will set no gender
    41 Client Type Int   1 1 =  Owner, 4 = 3rd Party Leave blank for Guest
    42 Bank Name String   20 Guest Bank Name
    43 Bank Code Alpha Numeric   20 Guest Bank Code
    44 Branch Name Alpha Numeric   20 Guest Branch Name
    45 PayOwnerBy Alpha   1 C = Cheque E = EFT (Leave blank for EFT)
    46 ABN Alpha Numeric   15 Company Tax Number
    47 Email2 Alpha Numeric   100 Secondary Email Address
    48 Country Alpha   20  
    49 Booking Source Alpha Numeric   20 Must Exisit in RMS
    50 Classification Alpha Numeric   20 One Only Must Exisit in RMS
    51 Privacy/NoMail Out Yes/No Field   1 Y or N
    52 Nationality Alpha   20  
    53 VIP Code Alpha Numeric     Set in RMS
    54 Spare 12 Alpha Numeric Ver 10.18.292.5 20  
    55 Spare 13 Alpha Numeric Ver 10.18.292.5 1 Y or N
    56 Spare 14 Alpha Numeric Ver 10.18.292.5 1 Y or N
    57 Spare 15 Alpha Numeric Ver 10.18.292.5 Date Cannot Be Blank use 01-Jan-1900 if no date
    58 Spare 16 Alpha Numeric Ver 10.18.292.5 Date Cannot Be Blank use 01-Jan-1900 if no date
    59 EDM Filter 1 Opt Out   Ver 10.19.122.5  1 Y or N
    60 EDM Filter 2 Opt Out   Ver 10.19.122.5  1 Y or N
    61 EDM Filter 3 Opt Out   Ver 10.19.122.5  1 Y or N
    62 SMS Opt Out   Ver 10.19.122.5  1 Y or N
    63 Email Opt Out   Ver 10.19.122.5  1 Y or N
    64 Phone Opt Out   Ver 10.19.122.5  1 Y or N
    65 Post Opt Out   Ver 10.19.122.5  1 Y or N
    66 Guest Status Alpha Numeric Ver 10.19.122.5  20 From Guest status List in RMS


    RV Slide Values

    The RVSlide field can have the following values:

    • 0 = None
    • 1 = Passenger
    • 2 = Driver
    • 3 = Driver and Passenger
    • 4 = Rear
    • 5 = Passenger and Rear
    • 6 = Driver and Rear
    • 7 = Driver and Passenger and Rear


    Sample File

    Guests - Owner.csv

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