These spreadsheets populate a TEST account with dummy data for three months into the past and three months into the future. Some also use this information to set up their Stage accounts.
- It's best to run these on an empty/fresh account, but you can do it on any account, and the import screens will take care of overwriting or erroring on conflicts.
- First, import the properties so that the account has the correct list of property names and IDs on the bookings. You can import the owner and owner-property ones first, which will also put PM stuff in place—this is handy for doing statements and PM stuff after the bookings go in. But the properties must be imported first.
- Import bookings, charges, and payments after that and in that exact order - bookings, then charges, then payments. You are first creating bookings, then you're adding charges to those bookings, then you're adding payments to those bookings.
- The booking import will automatically import a 6-month spread of bookings covering 3 months before and 3 months after the current date. However, to reset its dates to "now," it must be opened in Excel or Google Sheets first and then resaved. That's all you have to do—open it, save, close.
- The charges and payments don't need to be opened/re-saved to work as their dates stay the same.
The above is all to be used on the first import. When you run out of bookings, you can use this sheet, booking-import forward dates only, to bring in bookings only on a go-forward basis so you don't have as many overlapping bookings.
If you used the booking-import sheet prior to 7-29-2025, please delete all bookings within your test account IF you did this in a production account, aka not stage. We found that some of the email addresses included previously were real, and production accounts have been sending booking-related alerts to these emails.