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).
- 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 | Alpha Numeric | N | N | 100 | ||
| 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 |