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    Company Import

    Information on the requirements for the Company 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).
    • 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


    Sample File

    Company Import.csv


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