SymplCM Help Center SymplCM Help Center
  • Invoices & Billing
    • Invoice Management
      • How to draft Invoice templates?
      • How to setup Invoice Rules?
      • How Do I Make Changes to an Invoice?
      • Invoicing & Payments
      • How Do I Charge a Guest for Multiple Items on an Invoice?
      • Scheduling Invoices
      • How Do I Request a Partial Payment or Deposit Payment?
    • Payment Gateways
      • PayPal
      • Booking.com Card Details Requirement
      • Booking.com and Expedia payment details
      • Payment Rules
      • How Do I Accept Payments Online and Via Credit Card?
      • Stripe
  • Calendars
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    • How to Import a Calendar
    • Sympl Calendars Walkthrough
  • Rental Settings
    • How Do I Change My Rental Currency?
    • How Do I Add and Update Rentals?
    • Linking Rentals Together
    • How do I delete rentals?
    • Currencies Supported by Sympl
  • Inquiries & Bookings
    • Guests Information
      • How can I import guests via CSV files?
      • How Do I Add and Update Guests?
      • How Do I Make Notes of Guest Interactions?
      • Guest List Overview
    • Inquiries Information
      • How Do I Delete an Inquiry?
      • How Do I Create an Inquiry?
      • Inbox Inquiries Overview
    • How Do I Confirm a Booking?
    • How do I attach a file to a message?
  • Miscellaneous
    • Sympl Setup Checklist
    • Inbox Files Overview
    • Inbox Conversations Overview
    • Shared Content Overview
    • Using Google Translate with Sympl
    • Automations Overview
    • Account Info Overview
    • Migrating from Tokeet to Sympl
    • What are the major differences between TV3 and Sympl?
    • Dashboard Overview
  • Settings & Configurations
    • User Settings & Logins
      • User Type and Permissions Overview
      • I forgot my password, what to do now?
      • Where Can I Find My Sympl Account ID?
      • How Do I Change My Password?
      • How Do I Add and Update Users?
      • Troubleshooting IP Blocked and Account Locked
      • Restricting User Access
    • Add-Ons & Widgets
      • Add the Inquiry Widget to a Site
      • Add the Calendar Widget to a Site
      • Inquiry Widget Advanced Configuration
    • Multi-Factor Authentication
      • Multi-Factor Authentication (MFA) Overview
      • Multi-Factor Authentication (MFA) FAQs
    • Sympl Subscription & Billing
      • How Do I Cancel My Subscription?
      • How Do I Change My Subscription?
      • How Do I Update My Credit Card Information?
    • Templates
      • Templates for Automations
      • Sympl Data Dictionary
      • Custom Branding Templates
    • Integrations
      • Connecting PriceLabs to Sympl
      • How do I connect to MailChimp?
      • Sympl integration with Dropbox
      • Sympl integration with Slack
      • Existing third party integrations
  • Rates Management
    • Pushing rates to Booking.com
    • What is a Dynamic Rate?
    • What is a Base Rate?
    • Changing the Max Guests value on Booking.com
    • Checking Rates for Accuracy
    • Changing the additional guest fee on Booking.com
    • Pushing Rates to API Channels
    • What is a Standard Rate?
    • Rate Types in Sympl
    • My Rates are Too Low on Booking.com
    • My Rates are Too High on Booking.com
    • The Rates Multi-calendar
    • How to Set Day-Specific Pricing
    • Sympl Channel Adjustments
    • What is a Rate Category?
  • Channel Manager
    • iCal Connections
      • What if my channel is not listed in Sympl?
      • Connecting iCal Channels with Sympl
      • Export your Sympl calendar to Holiday Lettings
      • Connecting to FlipKey/TripAdvisor with Sympl
      • Connecting to Homeaway/VRBO with Sympl
    • API Connections
    • Sympl Channel Manager Overview
    • Disconnect a Channel Account
Inquiries & Bookings / Guests Information / How can I import guests via CSV files? /
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How can I import guests via CSV files?

While Sympl provides everything you need to keep a detailed log of guest information, requests, and schedules, you might want to upload your data from CSV files already stored on your computer.

To do so, simply follow the steps below:

  1. On the same panel as your Sympl dashboard, select “GUESTS” from the Navigation Bar.

  2. You will now be directed to your Sympl Guest List. Click the "Action" button on the top-right section of the screen.

  3. From the drop-down menu that appears, select “Upload CSV”.

  4. In the dialogue box that opens, you can either drag and drop CSV files directly from your computer’s desktop or click in the dotted-outline box to open an upload dialogue and select the files manually. Also, we provide the option to download a sample CSV template so that you know exactly what data to include and how to organize it on your file.

  5. Your CSV file should appear on the upload window.

  6. Before choosing to Upload the file, please select a preview to verify that there are no errors shown on the preview. In cases where you have not added a header row to your data, make sure to un-check the Remove Header box which will include the top row of your data as guest data.

  7. Hit the Upload button to import the data to Sympl.

  8. Congratulations! You’ve just imported a CSV spreadsheet file into your Sympl guest database.

How did we do? Thank you! We appreciate your feedback.
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