Reservation Import is a paid service, and it is subject to restrictions depending on compatibility with different systems and file formats.
If you want to learn more about this service, visit the following article: Reservation Import Service - Everything you need to know
If provided by your previous system or file, we can extract and import the following:
- Main Name (First and Last Name)
- Email Address: If not provided or incorrect, a “fictitious" email address will be generated, so the reservations can be imported.
- Country: If not provided, a default country will be generated based on the property's country
- Phone number
- Postal Code
- Arrival Date
- Departure Date
- If not available, the check-in date will be used as the booking date for past reservations and the date of the import day will be used for future reservations.
- Number of Rooms
- Number of Adults and Children
Total Reservation Amount
- Reservations will be imported with the total amount split equally between days, so in case you will edit reservations with different daily prices, balance due needs to be adjusted accordingly.
- NOTE: Reservations are imported to a Room Type, not to a specific Room or Bed. If a Room Type has more than one room under it, the reservations will not necessarily be assigned to the same room as it was assigned in the previous PMS.
- We recommend disabling the Auto-Assign Feature when importing reservations so the system does not assign them to the incorrect room.
- After the import is done you can assign the in-house reservations first to the correct rooms and later auto-assign the future arrivals.
- If provided by the source, the Room information will be included under the Notes for each reservation, so the property can manually assign them to the correct room.
Reservation Source: Where the reservation came from (OTAs, Website, etc)
- For OTAs, if clearly stated, we will import it as "Hotel Collect" or Channel Collect. If not, they will be imported as Hotel Collect by default
- If one of the sources is not created on Cloudbeds PMS, we will use the “Website / Booking Engine" as a default source.
Third-Party Reservation ID: If not provided, it will be blank. May cause issues:
- OTAs may send changes to a particular reservation. If the OTA Reservation Number is not included in the reservation, a new reservation may be created causing a duplicate, or, depending on OTA, no update will be received. That means modification on OTA will need to be manually adjusted.
Status: Reservations will be imported as Confirmation Pending, so the property can verify if the information is correct and then Confirm it.
- Both Confirmation Pending and Confirmed reservations are valid reservations and affect availability in the same way. It is merely a visual flag to help the property to identify reservations that must be checked for issues before confirming it.
- Checked In reservations will be imported as Confirmation Pending as well since the system does not allow reservations to be imported as such.
Notes: Any information provided as “Notes” from the source, will be included in the Notes of the reservation. Also, any relevant information that can’t be imported in a specific field will be added here.
- For example, if provided by the source, the Room Number/Name will be included in the Notes, so the property can assign the reservations correctly.
- Some PMS have more than one place to store Notes, but not all of the notes are exported. In that case, only what’s provided can be automatically added.
- If provided by the source, the payments will be added to the reservations.
- Payment Types: If the Payment Type is clearly identified, it will be added to the reservation
- Payment Date: If the Payment Date is clearly identified, it will be added correctly. Otherwise, the system will import It using the Booking Date OR Arrival Date (for in-house reservations).
Any information that is not imported automatically can be added by the property, manually after the import is done. It is not possible to edit the booking date.
- Any information that is not provided by the source
- Example: Some PMSs have fields for Notes, but they are not exported in the Reservations file.
- Credit Card Details
- Credit Card details are normally encrypted and not exported along with the reservation files, for security purposes, this information is normally not accessible in bulk.
- Custom Fields, even if created on Cloudbeds PMS. However, we can add this information to the reservation notes.
- Any extra charges not related to the Room Rates, if available. We will provide you with a list of reservations that need to be adjusted accordingly. We can also add this extra charge amount to the reservation notes.
- Extra Guest Details
- Birthday, Additional Guests, ID Number, etc. Still, we can import extra guest details as reservation notes.
- Canceled and no-show reservations will not be imported.
- We may need the property's help to provide manual information, in case the source does not provide some mandatory information.
- We will not perform any manual data-entry other than the adjustment on our import tool to make data compatible.
- If the reservation was imported without the Third Party Reservation ID, Cloudbeds is not able to match them and update the reservation imported. Most likely, Cloudbeds PMS will created a new reservation with the new information. Keep an eye for those reservations, just in case.
- If you receive a modification/cancellation from an OTA account that is not connected to Cloudbeds PMS, it will not be received. In that case, you should manually find them on Cloudbeds PMS and make the adjustments necessary.
Cloudbeds PMS may generate reports differently from your previous PMS. For that matter, the Occupancy Report may not be accurate and should be seen as a reference report rather than official data.
If you have added or removed room types or number of rooms in the meantime, the report can generate different numbers.