At RentalWise, we understand how important it is to have a smooth transition from your previous software. Whether you’re moving bookings from another PMS/Channel Manager or from your own website, the process is designed to be quick and simple.
In this guide, we’ll walk you through how to import your bookings into the RentalWise environment.
Note: If you’d like to import bookings directly from a custom-built website, please contact our Support Team for assistance.
How to Import Your Bookings in 3 Easy Steps
Step 1 – Access the Import Tool
Go to CRM → Bookings.
Click on Import Bookings.
Step 2 – Download & Complete the Template
Download the provided Excel/CSV template.
Fill in the required booking details (e.g., guest name, check-in/check-out dates, property, etc.).
Step 3 – Upload Your File
Upload your completed file into the system.
Once uploaded, RentalWise will automatically process and add the bookings to your account.
Common Mistakes to Avoid
When preparing your import file, make sure you avoid the following issues to ensure a smooth process:
Leaving out the PROPERTY ID – this field is required. If it’s missing, the import will be incomplete and may cause major issues.- Incorrect formatting of dates or numbers – always double-check that your check-in/check-out dates are correctly formatted.
- Forgetting required fields – ensure all mandatory fields are filled in before uploading.
Optional fields such as Booker, Source Name, and Notes can be left blank if not relevant to your setup.
Why Importing Bookings Matters
Seamless Transition: Ensures you don’t lose historical or upcoming bookings when switching platforms.
Centralized Management: All bookings are kept in one place for easy access and reporting.
Time-Saving: Avoids the need for manual entry of past and future reservations.
By following these steps and avoiding common mistakes, you’ll be able to import your bookings smoothly and keep your operations running without interruption.