How to import reservations into Fideltour?
Where do we start?
Importation of reservations
Once we have accessed the Fideltour intranet, in the CRM module we will select the sub-paragraph of "Movements". Once the motion page is loaded, we will click on the icon of the file with the arrow indicating "Import". To click, we will open a window where we can climb our reservations, but first, we advise you to download the example offered by the platform under the name of here
By clicking downloading the example, we will automatically have downloading an Excel document in our browser. When we open the Excel document, we will encounter a header asking us for the information to add. This header will have to be respected, that is, we will not be able to delete the columns or change the order or name of the header as this may influence when raising reservations.
Locate, select and copy from your document the relevant information to add in the columns of the Fideltour file, paste the data into the Excel document and import it into the intranet.
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