Overview

A Travel Agent is a business that can be added and utilized in RMS for Reservations, Accounts Receivable, and the Corporate Portal. The Travel Agent import provides a convenient method for transferring all travel agents into RMS.

Import Information

• The import file must be in a comma delimited .csv format, see template attached at the end of this article.
• Microsoft Excel is able to save using a .csv format that should match these requirements.
• The fields within this file must not contain commas.
• RMS is able to determine whether the first record is a header record.
• Country names in the 'Country' field must match the RMS List of Countries.xlsx, see attached list of countries at the end of this article.

Import Field Order

Import Validation

To ensure that your data is clean, consistent, and ready for the Live production environment after it has been validated and imported into the Training environment, follow these steps:

In the side menu of RMS Training, go to Setup > Travel Agent for data review.

1. Select the 'Edit' icon aligned with a Travel Agent.
2. Review the Travel Agent Name.
3. Verify the Travel Agent Address, Phone, Email and any other details included on the import file.

Downloadable Import File

The attached import file below contains the required file format for a travel agent import. Download the file and review the column headers. Populate the file with the travel agent data, ensuring that each field corresponds to the appropriate column.