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    Periodic Charge Import

    Information on the requirements for the Periodic Charge 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 contains 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).
    • Transactions can only be imported after reservations have been created in RMS.
    • 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.
    • Guest Accounts cannot be imported for RMS Enterprise databases.
    • All Date fields must be supplied in DD-MMM-YYYY format.
    • Sundry Charges must already exist in RMS.
    • Transactions will show as being created by the user 'System Import'.


    Field Order

    Order
    Field Name Field Type
    Required Notes

    1

    Legacy ID

    Alpha Numeric

    Y

     

    2

    Legacy ID Type

    Numeric

    Y

    1 - Res
    2 - Guest
    3 - Company
    4 - Travel Agent
    5 - Group Res
    6 - RMS Account ID

    3

    Account Type

    Numeric

    Y

    1 - Accom
    2 – Extras
    3 - Phone
    4 – Gas
    5 - Electricity
    6 – Water
    8 - Internet

    4

    Date

    Date

    Y

    Must be DD-MMM-YYYY

    5

    Sundry Charge

    Alpha Numeric

    Y

    Must already exist in database

    6

    Description

    Alpha Numeric

     

     

    7

    QTY

    Numeric

     

     

    8

    Amount

    Numeric

    Y

     

    9

    Total for Period

    True/False

    Y

    1 = True
    2 = False

    10

    Start Date

    Date

    Y

    Must be DD-MMM-YYYY

    11

    End Date

    Date

    Y

    Must be DD-MMM-YYYY


    Sample File

    Periodic Charge.csv

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