Guest Import

This article explains how to import guests.  This article assumes you are familiar with guest management.  

1.  Launch Guest Management Activity > Accounts tab.  Click on the Import button.

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2.  Download the Guest Import Template and populate it with the desired data.

 

Fields

RowId

  • Description: this is a unique identifier for each row in the spreadsheet.  It is recommended that you start with the number 1 with the next row being number 2 and the next row being number 3, sequentially incrementing by 1 through the last row of data. 
  • Data Type: Integer (whole number)
  • Required: Yes
  • Must be Unique: Yes

FirstName

  • Description:  First name of the guest
  • Data Type: Text
  • Required: Yes
  • Must be Unique: No

LastName

  • Description: Last name of the guest
  • Data Type: Text
  • Required: Yes
  • Must be Unique: No

MiddleName

  • Description: Middle name of the guest
  • Data Type: Text
  • Required: Yes
  • Must be Unique: No

BirthDate

  • Description: Birthdate of the guest.  If you do not have a birthdate for the guest, it is recommended that you use 1/1/1900 as the default.
  • Data Type: Date
  • Required: Yes
  • Must be Unique: No

PrimaryEmail

  • Description: Primary email of the guest.  If you do not have an email address for the guest, it is recommended that you use FirstName + LastName + RowId + @none.com.  Excel formula sample =CONCAT(B2,C2,A2,"@none.com")
  • Data Type: Text
  • Required: Yes
  • Must be Unique: Each guest account must have a unique PrimaryEmail value, because it is the username to login for the guest portal.  Guests on the same guest account can have the same PrimaryEmail value.   

SecondaryEmail

  • Description: Secondary email of the guest.   
  • Data Type: Text
  • Required: No
  • Must be Unique: No

PrimaryPhone

  • Description: Primary phone number of the guest.
  • Data Type: Text.  10 digit number with no dashes is preferred
  • Required: Yes
  • Must be Unique: No

IsPrimaryPhoneMobile

  • Description: Designation for whether the PrimaryPhone is a phone number capable of receiving SMS messages.  TRUE = Yes | FALSE = No
  • Data Type: Boolean (TRUE or FALSE)
  • Required: Yes
  • Must be Unique: No

SecondaryPhone

  • Description: Secondary phone number of the guest.
  • Data Type: Text.  10 digit number with no dashes is preferred
  • Required: Yes
  • Must be Unique: No

IsSecondaryPhoneMobile

  • Description: Designation for whether the SecondaryPhone is a phone number capable of receiving SMS messages.  TRUE = Yes | FALSE = No
  • Data Type: Boolean (TRUE or FALSE)
  • Required: No
  • Must be Unique: No

StreetAddress1

  • Description: Street address line 1 of the guest.  If you do not have a StreetAddress1 for the guest, it is recommended that you use None.
  • Data Type: Text
  • Required: Yes
  • Must be Unique: No

StreetAddress2

  • Description: Street address line 2 of the guest. 
  • Data Type: Text
  • Required: No
  • Must be Unique: No

ZipCode

  • Description: Zip code of the StreetAddress1 of the guest.  If you do not have a ZipCode for the guest, it is recommended that you use 00000 
  • Data Type: Text
  • Required: Yes
  • Must be Unique: No

City

  • Description: City of the StreetAddress1 of the guest.  If you do not have a City for the guest, it is recommended that you use None.
  • Data Type: Text
  • Required: Yes
  • Must be Unique: No

State

  • Description: State of the StreetAddress1 of the guest.  If you do not have a State for the guest, it is recommended that you use None.
  • Data Type: Text
  • Required: Yes
  • Must be Unique: No

Country

  • Description: Country of the StreetAddress1 of the guest.  If you do not have a Country for the guest, it is recommended that you use US.
  • Data Type: Text
  • Required: Yes
  • Must be Unique: No

GuestAccountName

  • Description: Name of the guest account.  Typically, this is FirstName + LastName + Family.  Excel formula sample =CONCAT(B2," ",C2," Family")
  • Data Type: Text
  • Required: Yes
  • Must be Unique: No

GuestAccountOwner

  • Description: The primary guest/ guest that is responsible for the guest account.  There can only be one responsible guest per guest account.  TRUE = Yes | FALSE = No
  • Data Type: Boolean (TRUE or FALSE)
  • Required: Yes
  • Must be Unique: No

GroupId

  • Description: Unique identifier for the guest account.  This field is similar to the RowId field, except that each guest on a guest account will have the same number and the guests on the next guest account will have the next incremented number and so on.  For example, if there are two guest accounts on the upload, the first guest account with three guests and second guest account with two guests, the first three guests would have GroupId = 1 and the second two guests (guests 4 and 5) would have GroupId = 2 and so forth.
  • Data Type: Integer (whole number)
  • Required: Yes
  • Must be Unique: Must be unique for each guest on a guest account, but guests on the same account will have the same number.

3. Save the spreadsheet preserving the file format as CSV UTF-8 (Comma delimited) (*.csv)

4. Return to the Import Guests modal and click Choose File and select the populated spreadsheet of discount codes and click Next

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5. Review the content import for accuracy and select Submit.

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