Importing Data from RMS

Importing Data from RMS

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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