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Customer database import

Introduction

One of TourCMS key features is as a Customer Database; giving you a central place to store all of your Customer contact details, preferences, booking records and enquiries. If you have Customer records (contact details & preferences) from an existing system or spreadsheet we can import them into TourCMS for you for a flat fee of 250 GBP / 500 USD.

This is by no means the only way to get your existing customer database information into TourCMS. Customer details can be entered into TourCMS manually, or if you have a developer they could submit the customer records by posting them to TourCMS.

If you would like to discuss any of these options, or to request a database import please contact us.

Data formats

We can import Microsoft Excel (.xls or .xlsx), CSV or TSV files. We may be able to import other text based file formats, please contact us for details.

To speed up the process and avoid errors we ask that you rename the column headings in your spreadsheet match those in the table below, you do not have to include columns for fields that you hold no data for and the columns in your spreadsheet can be in any order.

Please do feel free to contact us to discuss any queries you have regarding this, if your data does not match up exactly (for example date formats) we may be able to resolve differences as part of the import process. The import will be carried out by a human being and you will be given the opportunity to have a sample of your data imported for you to check.

Suggested column names
Column name	Notes
title	Customer title e.g. Mr, Mrs etc
firstname
middlename	(or initial)
surname
address	Address (can be multi-line) If you have more than one column in your spreadsheet for address simply name them address2, address3, address4 and we will add each one in turn to the address field in TourCMS.
city
county	or State or similar
postcode	or Zipcode or similar
country	2 digit country code (uppercase)
gender	Either m, f or blank (for unknown)
nationality	2 digit country code (uppercase)
dob	Date of Birth (YYYY-MM-DD)
agecat	Age category - 1 digit code (i-Infant, c-Child, a-Adult, s-Senior)
passportnumber
passportplaceofissue
passportissuedate	Passport issue date (YYYY-MM-DD)
passportexpirydate	Passport expiry date (YYYY-MM-DD)
agentid	Travel agent ID (internal ID number)
wherehear	Where did the customer hear about us (doesn't have to be pre-configured)
email
fax
telhome	Telephone (home / evening)
telwork	Telephone (work / day)
telmobile	Telephone (mobile / cell)
telsms	Telelphone (SMS / text message)
contactnote	E.g. "don't call before 8pm"
diet	Dietary requirements
medical	Medical conditions
nokname	Emergency contact name
nokrelationship	Emergency contact relationship
noktel	Emergency contact telephone number
nokcontact	Emergency contact other note (can be multi-line)
notes
permemail	Set to 0 for no email marketing permission. 1 for email marketing permission. Blank if you want the defaults (configured in Configuration & Setup) to be applied