Home → Data Management → Imports → Import bookings
4.3. Import bookings
RubiCRM allows you to import data, in bulk, using a standard "Import" Excel file. This file can be downloaded from the section bar by clicking the Excel icon.
Complete all applicable columns and rows with appropriate data. RubiCRM will add each row as an independent booking and associate the item to the company Company ID specified for the row. It will also associate the item with the ContactID provided.
Columns of Data Required
EventID - This value indicates the ID of the event the booking will be imported against. Values can be found in the event record.
CompanyID - This value indicates the ID of the primary record (company) the item will be imported against. Values can be found in RubiCRM via a search or from a Rubi Report.
BookingStatus - This value indicates the Booking Status of the booking. This must be the full text value of an Booking Status option you have in the CRM system list 'Booking Status' such as "Active", "Waitlist", "None" etc.
AccountsStatus - This value indicates the Accounts Status of the booking. This must be the full text value of an Accounts Status option you have in the CRM system list 'Accounts Status' such as "To Invoice", "Paid", "None" etc.
PaymentType - This value indicates the Payment Type of the booking. This must be the full text value of an Payment Type option you have in the CRM system list 'Accounts Payment Types' system list such as "Card Payment", "Invoice", "None" etc..
PriceType - This value indicates the Price Type of the booking. This must be the full text value of an Price Type option set up for the event. This could be "Member Rate", "Non Member Rate", "Standard Rate" etc but please ensure you have added the Price Type to the event.
AttendeeFirstName
AttendeeLastName
AttendeeEmail
BookingPrice - This value indicates the price of the booking excluding VAT.
BookingSaving - This value indicates the saving of the booking.
BookingNotes- Any notes which should be associated with the booking.
ContactID - This value indicates the ID of the Contact the item will be imported against. This applies if the contact exists within the CRM already. Values can be found in RubiCRM via a search. We recommend including the ContactID if one exists however the contact will be located using a series of checks as described below.
AttendeeJobTitle
RubiCRM does a number of checks to try and match a contact based on the data you provide per row. RubiCRM does the following checks in order:
- Find the contact based on a match given the CompanyID and Email Address provided.
- Find the contact based on a match given the CompanyID, AttendeeFirstName and AttendeeLastName provided.
- If no matches create the contact in the company as per the CompanyID provided.
- Find the contact based on a match given the CompanyID and Email Address provided now that a contact has been created in step 3.
- Find the contact based on a match given the CompanyID, AttendeeFirstName and AttendeeLastName provided now that a contact has been created in step 3.
If you are not familiar with this feature we recommend trialing the import with a small number of rows to ensure you are happy the insert has concluded as you'd expect.