Overview

Branches facilitate the linking and management of businesses with a head office and its subsidiary or branch locations. This article outlines the requirements for the Branch Office Linking Import in RMS.

Import Information

• The import file must be in a comma-delimited .csv format (Field Delimiter), see the 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.
• Branch Offices must exist in RMS prior to importing.

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:

1. Navigate to 'Setup > Company' or 'Setup > Travel Agent'.
2. Highlight a Company or Travel Agent and select the 'Edit' icon.

1. Navigate to the 'Branch Offices' menu.
2. Verify the correct Branch Office assignment.

Downloadable Import File

The attached import file below contains the required file format for the Branch Office Linking for Company, Travel Agent & Wholesaler Import. Download the file and review the column headers. Populate the file with the data, ensuring that each line contains a Legacy ID Type, Legacy Master & Legacy Branch IDs.