Importing Data from RMS

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NewBook can import the majority of your RMS data, meaning you’ll be up and running on NewBook in no time.

Here’s a list of all the information we can import. If you have any questions, please head to our Knowledge Base or contact our friendly team.

Categories:

Name
Description
Category Settings

Sites:

Name
Description
Status (Dirty, Clean)
Site Manager
Possessed Sites (Linked Sites)
Walking Order

Bank Accounts:

Account Description
Bank Abbreviation

Bedding:

Category
Type

Bookings:

Stay Dates
Booked Date
Cancellation Date
Occupants
Status
Group Booking Affiliation
Site
Booking Reason
Booking Source
Travel Agent
Travel Agent Staff Member
Company
Company Staff Member
Default Client Account
Deposits
Inventory Items

Booking Groups:

Stay Dates
Booked Date
Cancellation Date
Status
Booking Reason
Booking Source
Travel Agent
Travel Agent Staff Member
Company
Company Staff Member
Default Client Account
Deposits

Charges, Credits:

Account
GL Category
GL Account
Description
Amount
Date Generated
Any Linked Inventory Items
Voided Date

Client Accounts:

Type and Type ID Number
Account Status (Active or Inactive)

Companies:

Name
Trading Name
Primary Contact
Address
Tax ID
Date Created
Staff

Contact Details:

Type and Type ID Number
Information
Date Added

Contact Templates / Letters:

Name
Content
Binding

Direct Debit Authorisation:

Type and Type ID Number
Bank Name
BSB Number
Bank Account Number
Bank Account Name
Authorisation Number

Default Booking Tasks:

Task Type
Description
Repeat Type
Repeat Interval
Ignore Arrival or Departure

Discounts:

Name
Discount Type
Discount Value
Maximum Value
GL Account
Status (Active or Inactive)

GL Account Groups:

Name

GL Accounts:

GL Group
GL Code
Descriptions

GL Categories:

Name

Guests:

Title
Full Name
Address
Country
Post Code
Company
Blacklisted Date
Date Added

Guest Insurance:

Affiliated Guest
Company
Policy
Policy Number
Expiry Date
Added Date

Guest Memberships:

Affiliated Guest
Membership Type
Content
Date Added

Inventory Items:

GL Account
GL Category
Description
Amount
Tax
Status (Active or Inactive)

Invoices:

Client Account Number
Description
Generated Date
Due Date
Voided Date

Meter Readings:

Site Number
Reading Type
Value
Date Added

Meter Reading Types:

Name
Unit of Measurement
GL Category

Notes:

Note Type
Account Type
Account ID
Content
Created Date

Guest Notes:

Guest ID
Content

Payments:

Client Account Number
GL Category
GL Account
Paid By
Amount / Tendered
Payment Type
Is a Deposit
Generated Date
Voided Date

Phones / PABX:

Receipts:

Client Account Number
Receiver
Description
Generated Date
Voided Date

Refunds:

Client Account Number
GL Category
Receiver
Description
Amount / Tendered
Refund Type
Generated Date
Voided Date

Security Areas and Security Gates:

Name

Tariffs:

Name
Tariff Period
Different Rate Variations
Additional Costs
Discounts
Deposits
Inventory Items
Tariff Types

Travel Agents:

Name
Address
Post Code
Country

Travel Agent Staff:

Affiliated Travel Agent
Full Name
Address Post Code
Country

Users:

Username
Password
Email
Full Name
Phone Contact Details

Specific Items that cannot be imported:

Surveys
Credit Card details

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