A periodic charge is a transaction that can be posted within a specified date range.

This article provides detailed information on the requirements for importing Periodic Charges into RMS.

Import Information

• The import file must be in a comma-delimited .csv format (Field Delimiter), see template at the bottom of this article.
• If a data field within this file contains commas, it should be surrounded with "double quotes" (Text Delimiter).
• Line returns should be replaced with the pipe character '|'. (Usually found on the backslash key).
• Microsoft Excel is able to save using a .csv format that should match these requirements.
• RMS is able to determine whether the first record is a header record.
• Guest Accounts cannot be imported for RMS Enterprise databases.
• Transactions will show as being created by the user's System Import.

Field Order

Legacy ID Type Values

A Legacy ID is a unique identifier used to specify the destination for imported data. The Legacy ID Type must be imported using one of the following numerical values:

• 1 - Res
• 2 - Guest
• 3 - Company
• 4 - Travel Agent
• 5 - Group Res
• 6 - RMS Account ID

Account Type Values

The Account Type is where the transaction should be placed. The Account Type must be imported using one of the following numerical values:

• 1 - Accom
• 2 - Extras
• 3 - Phone
• 4 - Gas
• 5 - Electricity
• 6 - Water
• 8 - Internet

Date Format

All date fields must use the format DD-MMM-YYYY (25-JAN-2025)

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:

1. Search for a reservation to review the data, then open the account to examine the imported periodic charge.
   
    

Downloadable Import File

The attached import file below contains the required file format for the periodic charge import. Download the file and review the column headers. Populate the file with the data, ensuring that each line contains a legacy reservation ID, legacy ID Type, account type, and periodic charge specifics.

Next Article: Data Validation & Trial Imports