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Client/Guest Import

Overview

This utility allows the import of clients from a standard Comma Delimited file into the RMS system.

You must be able to provide a CSV file in the format as indicated below. It may be necessary to seek technical advice in order to create your file in the format that RMS requires.

RMS can provide a data conversion service which will be chargeable depending on the format and quality of the data provided.

Important 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 or not, thus it is not necessary to strip the header record (field names) prior to the import
  • Each line should have either a Groupname OR a Surname.

Field Order - Must contain no Commas

Order Field Name Field Type Required Max Characters RMS Equivalent
1 Groupname Alpha Numeric Either Groupname or Surname is Required 50 Group Name
2 Surname Alpha Numeric Either Groupname 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

 

 

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Tutorials
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Last modified
17:16, 1 Jun 2015

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