Importing a Customer List

If you have a list of customers, either from another software progam, such as Outlook or a legacy property management software, you can import this list into RezOvation GT.

1. Create a CSV (comma separated list) or Excel file with the customer data. This can include name, address, email, phone, notes, and custom fields.
   
   
2. Download the RezOvation GT customer list template, and format the data within the template. You must use the supplied template otherwise the import will not work.
   
   Note: If you would like to import referral source information, then you must first add the source to RezOvation GT. Referral sources can be defined by selecting the Referral Sources link under Configuration in the User Definable Lists and Fields section.
   
   
3. Open RezOvation GT and select File > Import Customer List. Browse the location where you saved the customer list template, and open the file.
   
   
4. The customer list will be imported for you. If there is a problem with the formatting, an error message will appear.
   

If you require assistance with the import, please contact support.