Overview
The Tour Import is part 1 of 3 imports for the Tour Desk in RMS.
- Tour Import: Used to Import your Tours.
- Tour Schedule Import: - Used to import the Tour Schedules, Price, and Pickup information.
- Tour Links Import: Used to Link a Tour with a Tour Schedule, and to a Guest or a Reservation.
Import Information
Information on the Tour Details Import requirements for RMS.
- The import file must be in a comma-delimited .csv format (Field Delimiter). A downloadable import template is available at the bottom of this article.
- If a data field within this file contains commas, it should be surrounded with "double quotes" (Text Delimiter).
- Microsoft Excel can save using a .csv format that should match these requirements.
- RMS can determine whether the first record is a header record.
- Each line should have either a Group name or a Surname.
Import File Field Order
| Order | Field Name | Field Type | Required | Max Characters | RMS Equivalent |
|---|---|---|---|---|---|
| 1 | LegacyTour_ID | Numeric | Y | 20 | N/A |
| 2 | Tour_Code | Numeric | N | 20 | Code |
| 3 | Tour_name | Alpha Numeric | Y | 50 | Tour Name |
| 4 | Tour_Description | Alpha Numeric | Y | 250 | Tour Description |
| 5 | Tour_Operator_RMS_Client_ID | Numeric | N | NA | Client Id |
| 6 | Sundry | Numeric | Y | 50 | Sundry Id |
| 7 | Pickup_Point | Numeric | N | 50 | Pickup Point Id |
| 8 | Pickup_time | Time | N | 20 | Pickup Time See Time Format below |
| 9 | Public_Insurence_No | Alpha Numeric | N | 50 | Public Insurance No |
| 10 | Tour_allotement | Numeric | N | 20 | Category Id |
Time Format
All time fields must use the format HH:MM:SS (10:00:00AM).
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 Search, search for "Tours"
or navigate to Setup > Tour Desk > Tours
"Edit" each Tour to ensure that the Tour information is correct.
Downloadable Import File
The attached import file below contains the required file format for a Tour import. Download the file and review the column headers. Populate the file with the Tour data, ensuring that each tour's information corresponds to the appropriate column.
Next Article: Tour Schedule Import |
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