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
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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
- Save your spreadsheet as a CSV file.
Import the CSV file to your bookings page
- Go to the bookings page.
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Go to Manage resource > Import bookings from a CSV file:
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Select the Browse/Choose file button and select your .csv file.
- 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.
- If your file contains booking titles, select CSV contains booking titles. You only need to do this if you selected the Required information checkbox in a resource's settings.
- 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.
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Select Import to view 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 on the left to select the bookings you wish to import:
- Select Import. You should now see a list of the successfully imported bookings.
- Select the Return to the Resource Bookings page link. You should now see the new bookings on the calendar.