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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
      67 Created By Alpha Numeric Ver 10.20.190.5 50 Username in RMS.
      68 Franchise Alpha Numberic Ver 10.20.190.5 50 Franchise name 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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