Importing Reservations
Every property moving to Veridien has bookings already on the books. The import tool takes those from a spreadsheet, checks every row against your rooms, sources, and availability, and only writes reservations once you confirm the preview.
Open Front Desk > Reservations. Two buttons sit next to New Reservation: Import and Import History. Both require the import reservations permission, so they are hidden from staff who do not have it.
The import screen offers the template in three formats: CSV, Excel, and JSON. Download one and fill it in rather than inventing your own columns. The template is generated for your property, so the Excel version comes with your real room types and booking sources as dropdown values, and every row is pre-checked against them.
These columns are required:
| Column | Notes |
|---|---|
| Guest First Name | |
| Guest Last Name | |
| Guest Email | Identifies the guest. Rows sharing an email are attached to one guest record. |
| Room Type | Must match an existing room type name exactly, case aside. |
| Check In (YYYY-MM-DD) | |
| Check Out (YYYY-MM-DD) | |
| Adults | |
| Nightly Rate | Numeric, up to two decimal places. |
And these are optional: Children, Phone, Booking Source, Special Notes, and Currency (ISO 4217).
Common header spellings from other systems are recognised, so First Name, Email, Check-in, Rate, and Source all map to the right column without renaming.
500 rows per file
A single file may contain up to 500 rows. Split a larger book into several files and import them one after another.
Drag the file onto the upload zone, or click Choose File. Veridien parses it and shows every row in a preview table with a summary bar counting rows, valid rows, errors, and warnings. Use Errors only to jump straight to the problems.
Nothing has been written at this point. The file is validated, not applied.
Errors block the import. A row errors when a required field is missing or malformed, when the room type does not exist, when the booking source does not exist, or when the currency is not configured for the property. The error message lists what is available, so a mistyped room type tells you the valid names.
Warnings do not block the import. Two checks produce them:
- Possible duplicate: a reservation for the same guest email, room type, and dates already exists.
- No availability: the room type is already fully booked for those dates. Historical rows are still imported; the warning is there so you know what you are creating.
Errors have to be fixed in the file
While any row has an error, Confirm Import stays disabled, and there is no way to import the valid rows and skip the rest. Correct the file, click Upload Different File, and validate again.
When the preview is clean, click Confirm Import. Veridien writes everything in one transaction, so either the whole batch lands or none of it does:
- A guest is created for each new email. An email already in your guest list is reused rather than duplicated.
- Each row becomes a reservation with a folio carrying one room charge per night at the nightly rate from the file. The import does not go through rate plans or the charge stack, so the figure you supply is exactly what lands on the folio, taxes included or not as your file has them.
- A row whose check-out is in the past is imported as Checked out. Everything else is imported as Tentative, and its availability is taken from the room type.
- No rooms are assigned. Assign rooms at the front desk as arrivals approach.
- The booking source from the file is recorded when it matches one of yours.
A toast confirms how many reservations were created, and the uploaded file is deleted once the batch reaches a final state.
There is no undo
A completed import cannot be rolled back from the app. Every reservation and guest it created has to be removed by hand. Validate a small sample file first, confirm the results look right, then import the rest.
Import History lists every batch with its date, filename, who ran it, total rows, how many succeeded, and its status: Pending, Processing, Complete, or Failed. Open a batch to see the reservations it created. This is the record to reach for when a booking looks wrong months later and nobody remembers whether it was keyed in or imported.
- Creating Reservations: the wizard, for bookings taken one at a time.
- Rate Plans: pricing for reservations created in the app.
- Users and Roles: granting the import permission.
Modifying Reservations
Move dates and rooms, change status, override rates, add or remove rooms, and cancel or delete bookings from the reservation detail page and calendar.
Rate Plans
Create rate plans per room type, add seasonal intervals with day-of-week pricing, bundle inclusions and credits, and understand how rates feed the reservation wizard.