Importing a Customer List

If you have a list of customers, either from a software program such as Outlook or from another property management software, you can import this list into RezOvation GT.

 

  1. Create a CSV (comma separated list) or Excel file with the customer data. This can include name, address, email, phone, notes, and custom fields.  If the file is in Excel (xls) format, then first open the file in Excel, and then choose File > Save As, and save the file in CSV (comma delimited) format.
  2. Download the RezOvation GT customer list template, and format the data within the template. You must use the supplied template otherwise the import will not work.
 

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If you would like to import referral source information, then you must first add the source to RezOvation GT. Referral sources can be defined by selecting the Referral Sources link under Configuration in the User Definable Lists and Fields section.

  1. Open RezOvation GT and select File > Import Customer List. Browse to the location where you saved the customer list template, and open the file.
 
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  1. The customer list will be imported for you, and a confirmation screen will appear with the import results.  If some records could not be imported, they will be listed on the screen.  Click Save Failed Records to save the records that could not be imported.  You can then correct these records and import them again.
 
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If you require assistance with the import, please contact support.