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Import bookings from a CSV file

You can import booking information stored in a .csv file to a resource bookings page in SiteBuilder. There are two stages:

Create a CSV file in the required format

  1. First, you need to ensure that your data is in the correct format. Create a new spreadsheet – or download a template CSV file – and ensure your file only contains these columns, in the following order:

    • Resource name
    • Start date – in the format dd/mm/yyyy hh:mm
    • End date – in the format dd/mm/yyyy hh:mm
    • Booker name – leave this column blank, as the data will automatically populate from the Booker usercode column
    • Booker usercode – the person's IT Services usercode
    • Booker email – leave this column blank, as the data will automatically populate from the Booker usercode column
    • Booked date – the date and time the booking was made in the format dd/mm/yyyy hh:mm
    • Title – only include this column if you have chosen to display a Required information text field in the resource's settings
    • Message – only include this column if you have chosen to display the Additional information text field in the resource's settings
  2. Save your spreadsheet as a CSV file.

Import the CSV file to your bookings page

  1. Go to your bookings page.
  2. Go to Manage resource > Import bookings from a CSV file:

    Import bookings from a .csv file

  3. Select the Browse/Choose file button and select your .csv file.
  4. If the first row of your spreadsheet contains column headings, as opposed to booking data, select First line of CSV file is a header row.
  5. If your file contains booking titles, select CSV file includes booking titles. You only need to do this if you selected the Required information checkbox in a resource's settings.
  6. If your file contains messages, select CSV file includes messages. You only need to do this if you selected the Additional information checkbox in a resource's settings.

    Import bookings from a .csv file

  7. Select Import. You should now see a preview of your booking data. Any bookings which cannot be imported – for example, because the resource is already booked or marked as unavailable – are highlighted in red. Use the checkboxes at the left to select the bookings you wish to import:

    Preview booking data before import

  8. Select Import. You should now see a list of the successfully imported bookings.
  9. Select the link Return to the Resource Bookings page. You should now see the new bookings on the calendar.

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