The Sundry Package Import is used to bulk-load Sundry Package assignments into RMS via a .csv file.
Overview
The Sundry Package Import allows New Book Sundry Package assignments to be linked to existing reservations in bulk. It is used during the onboarding and data migration process to transfer package data into RMS.
In RMS, this import is listed as New Book Package in the File Type dropdown on the Data Import screen.
This article outlines the requirements for the Sundry Package Import in RMS.
Import Overview
- Sundry Charges referenced in the import must already exist in RMS before the import is run.
- The reservation being assigned a package must already exist in RMS before the import is run.
- The import file must be in a comma-delimited .csv format.
- If a data field within this file contains commas, it should be surrounded with "double quotes" (Text Delimiter).
- Line returns within a field should be replaced with the pipe character '|' (usually found on the backslash key).
- Microsoft Excel is able to save using a .csv format that matches these requirements.
- RMS is able to determine whether the first record is a header record.
Import File Field Order
| Order | Field Name | Field Type | Required | Unique | Max Characters | RMS Equivalent | Notes |
|---|---|---|---|---|---|---|---|
| 1 | Legacy_res_id | Alpha Numeric | Y | N | 20 | Legacy Reservation ID | The reservation's Legacy ID from the source system. |
| 2 | RMS_Res_ID | Int | Y | N | 20 | Reservation ID | The internal RMS Reservation ID. |
| 3 | inventory_items | String | Y | N | 50 | Package Name | The name of the package item from the source system. |
| 4 | Sundry_Id | Int | Y | N | 20 | Sundry ID | The RMS internal ID of the Sundry Charge to assign. Must exist in RMS. |
| 5 | Show_On_Account | Boolean | N | N | 1 | Show on Account | 1 or 0. Default: 0. |
| 6 | Post_To_Extras_Accounts | Boolean | N | N | 1 | Post to Extras Account | 1 or 0. Default: 0. |
| 7 | Show_on_Housekeepse_report | Boolean | N | N | 1 | Show on Housekeeper Report | 1 or 0. Default: 0. |
| 8 | ConsumptionGroup | Boolean | N | N | 1 | Consumption Group | 1 or 0. Default: 0. |
| 9 | show_On_Todo_Chart | Boolean | N | N | 1 | Show on To Do Chart | 1 or 0. Default: 0. |
| 10 | Post_OnNextDay | Boolean | N | N | 1 | Post on Next Day | 1 or 0. Default: 0. |
| 11 | Free_Structure | String | N | N | 20 | Fee Structure | Accepted values: Fees Per Person, Fees Per Period. |
| 12 | Frequency | String | N | N | 20 | Frequency | Accepted values: once, Every 1 day, Every 1 week, Every 7 day. |
| 13 | Make_Package_Inclusive | Boolean | N | N | 20 | Make Package Inclusive | 1 or 0. Default: 0. |
| 14 | unit_Price | Numeric | N | N | 5 | Unit Price | Default: 0. |
| 15 | qty | Numeric | N | N | 5 | Quantity | Default: 0. |
| 16 | per_adult | Numeric | N | N | 5 | Per Adult | Default: 0. |
| 17 | per_child | Numeric | N | N | 5 | Per Child | Default: 0. |
| 18 | per_infant | Numeric | N | N | 5 | Per Infant | Default: 0. |
Import Validation
To confirm the import completed successfully, follow these steps:
- Navigate to the reservation in RMS that the package was assigned to.
- Open the reservation account and confirm the Sundry Package is listed against the reservation.
- Verify that the package settings (Show on Account, Frequency, pricing fields) match the source import data.
- Repeat for additional records to confirm the full file was imported correctly.
Downloadable Import File
The attached import file below contains the required file format for a New Book Package Import. Download the file and review the column headers. Populate the file with your data, ensuring that each field corresponds to the appropriate column.
New Book Package Import Template.csv
> Next Article: Data Validation & Trial Imports
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