When transitioning from another PMS or pen & paper:
From your old PMS, you'll need to run an export of your current bookings as a .CSV file. Usually you can access this through a report, like a Reservations or Arrivals report. The most important data to retrieve is your future bookings - we can also import past bookings.
Once you have the data export, get in touch with our team through the in-app chat and we'll do the import on our end.
If you're moving from pen & paper, please contact support and we'll send through a spreadsheet for you to enter your bookings into.
Fields for import:
The bare minimum of data we need is:
- Check in date
- Checkout date
- Guest name
- Nightly rate, or booking total
- Room number or room type (we recommend room name)
This is enough information to create a reservation. We can import reservations to be much more detailed, too, with fields like:
- Booking notes
- Guest email
- Guest address
- Guest notes
- Agent/booking source
- Extra charges (as a dollar amount)
- Existing payments
- Number of guests in the booking
Checking the import was successful:
Once we've done the data import, you'll need to log into your Preno account & double check that all of your bookings were exported out of your old system successfully, and imported properly.
Charges for importing data:
All data imports have a once-off charge of NZ$199 (+GST where applicable). This is to cover the time for a developer to ensure your data is compatible with Preno & run the import.