As a new customer to ResDiary, you may have built a database with a different system and have future bookings which you would like to transfer over. We can allow you to bring all your customer profiles and important booking information with our data import tool. This is only available for new customers and we require a CSV or equivalent file which is ready to upload. Once we have uploaded the CSV file we can pair the fields from ResDiary to the fields of the headings that appear in your database.
⚠️ Important:
We require at least 48 hours notice, please email [email protected] to book your import in advance.
Bookings can only be imported once so make sure you send us the most updated information.
We require you to complete this data form before sending your booking file to [email protected].
Format your CSV file
Below is a break down of the fields that we can import into ResDiary and in which format you need to import these fields.
📌 Note:
To ensure your customer profile are not duplicated they must have the same surname and at least one of the following fields matching:
First name.
Phone or Mobile number
Email address.
Our import tool can't overwrite existing records, which is why you cannot try to update multiple records.
Booking file
Adjust your booking file following the fields below:
Field | Note |
Visit date | Format must be YYYY-MM-DD. |
Visit time | Format in 24 hour time, like 13:00. |
Booking date time | Must be in YYYY-MM-DD HH:MM:SS. |
Party size | Number only. |
Tables | Must match the number or names of the tables in ResDiary including table join combinations. Table joins must be separated by commas like 71,72 or Booth 1. If table numbers do not match or table join not found, then booking will be unallocated. |
Status | Must match the status names in ResDiary exactly otherwise status will default to confirmed. list of statuses includes:
|
Booking comments | Text field limited to 1000 characters. |
Booking reasons | Booking reasons can be imported if they match the reason as listed in ResDiary, see the list below:
Custom reasons can also be entered into ResDiary prior to importing to match import data. For any reasons to appear in the booking, they needs to be enabled in ResDiary. |
Room number | Text field used for hotel type accounts. |
Customer spend | Must only be a number. Do not include any currency signs like $ or £. |
Channel | The channel needs to match the channels setup in ResDiary. If the name doesn’t match, the channel will default to Internal. |
Customer file
Adjust your customer file following the fields below:
Field | Note |
Title | Text or number field. |
First name | Text or number field. |
Surname | Text or number field. |
Company | Text or number field. |
Department | Text or number field. |
Birthday | Must be in YYYY-MM-DD format. |
Anniversary | Must be in YYYY-MM-DD format. |
Mobile number | Enter mobile number without the country code. Make sure to split the number and code before importing. |
Mobile phone code | Country code for the mobile number. If left blank, the country code is set to the country default settings in ResDiary. |
Phone number | Enter mobile number without the country code. Make sure to split the number and code before importing. |
Phone code | Country code for the mobile number. If left blank, the country code is set to the country default settings in ResDiary. |
Email format required | |
House | Text or number field. |
Street | Text or number field. |
Town | Text or number field. |
Postcode | Text or number field. |
County region | Text or number field. |
Country | Text field, must match the country spelling in ResDiary. |
Customer type | The customer type can be matched in ResDiary as long as the names are identical |
Custom fields | In ResDiary you can set up to five custom fields in the provider setup. These are numbers in order of how they appear in ResDiary. These fields need to be enabled in ResDiary to appear in the customer profile after import.
In the import they will appear as follows:
|
Email opt-in | Must be Yes or No. Can also be TRUE or FALSE. |
Mobile opt-in | Must be Yes or No. Can also be TRUE or FALSE. |
Customer comments | Supports up to 2000 characters. |
Hdyh | Must match the same spelling as in ResDiary. |
Membership ID | Text or number field. Field needs to be enabled in ResDiary to appear in the customer profile after import. |
Below is an image example how your import should look once completed:
