Importing data
About data transferable from other systems
Articles
- Import ledger accountsWhen you're already using a ledger account system in your accounting software, you can use an import to copy them into BEX PMS. This import is performed from the ledger account overview in PMS.
- Importing your typesWhen you switch to Booking Experts, the import functionality in your administration settings menu can be used to transfer types from your old system to BEX PMS.
- Importing your objectsAfter you have set up types in your PMS, you can start importing objects. Importing objects is done in the objects index page in the Setup module.
- Importing and exporting pricesFill a new price list by entering data into a template file and importing it. An price list that is exported from your PMS can also be adapted and re-imported to update pricing. Exporting and importing prices is possible after opening the price list itself.
- Importing vouchersWhen switching to Booking Experts from a different reservation system, you can transfer any existing vouchers by importing them into BEX PMS. Use the import functionality in your administration settings menu.
- Importing owner dataAdd multiple owners to your BEX PMS in one go. Always add the personal details of owners before trying to import owner agreements. Importing owners is done from the owners index page in the Owners module.
- Import invoices for ownersImporting owners' invoices can be useful if you have a lot of open owners' invoices in your old booking system and want to process these invoices in Booking Experts.