Bulk Import Overview
Moving to LodgeKit from another system? The bulk import feature lets you upload CSV files to create people records, bookings, stays, placements, and payments in bulk. This is the fastest way to migrate your existing data.
Import order matters. Always import in this sequence: units first, then people records, then bookings, stays, or placements, then payments.
Preparing Your CSV File
Each import type has a specific format. Go to Dashboard > Bulk and download the template CSV for the data type you want to import. Fill in your data following the column headers exactly. Save as UTF-8 CSV.
People CSV Format
Required columns: name, email. Optional: phone, address, notes. Each row creates one guest, resident, camper, member, or customer record.
Booking, Stay, or Placement CSV Format
Required columns include guestReference, roomNumber (the unit identifier), checkInDate, checkOutDate, and billingCycle. Dates should be in YYYY-MM-DD format. The referenced person must already exist (import people records first).
Payment CSV Format
Required columns: invoice_number, amount, date, method. Supported methods: cash, bank_transfer, credit_card, other.
Running the Import
Upload your CSV file on the bulk import page. LodgeKit validates every row before importing — you'll see a preview with any errors highlighted in red. Fix issues in your CSV and re-upload, or proceed with valid rows only. A summary shows how many records were created.
Common Import Issues
The most common problems are date format mismatches (use YYYY-MM-DD), duplicate emails, and missing required fields. The validation preview shows exactly which rows have errors and why.
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