Create or update room or unit types, physical accommodation, rate plans, prices, and optional policies from a reviewed workbook. Changes apply to the property selected in Staycore.

Before you begin

Select the intended hotel or shortlet property, connect to the internet, and use an account permitted to manage its PMS configuration. Policy and tax changes can require additional permissions and password verification.

Steps

  1. Open Admin & System → Room Configuration → Import configuration / download workbook. Check the property name, currency, and timezone on Import configuration.
  2. Choose Download blank workbook or Download sample workbook. To edit existing setup, choose Export current configuration and keep a copy of the original export.
  3. Follow the workbook's Field Guide. Complete Room Types and Rooms, or Unit Types and Units, using matching type codes. Use Rate Plans and Rates for plans, prices, and dates. Complete only the Policies settings you intend to change. Keep tab names and column headings unchanged.
  4. If needed, open Advanced tabs and CSV downloads for optional apartment groups, inventory allocations, or included services. CSV uploads use the original template filenames and are uploaded separately from Excel.
  5. Under Configuration workbook, CSV or ZIP files, choose one completed workbook, or the separate CSV files or CSV pack. A workbook, ZIP, or total upload can be up to 25 MB; each CSV can be up to 10 MB.
  6. Under How to apply matching records, choose Create new records and update matching records or Create new records only. Blank cells keep existing values; zero or false changes the value. Leaving out a record does not delete it. Choose Preview configuration.
  7. Review New records, Updated records, and Unchanged records. Open each row's changed fields to compare before and after values. Review pricing gaps and displayed issues. Correct the workbook and preview again where necessary; Download error report provides the full issue list.
  8. Confirm that you reviewed the changes for the named property and choose Apply configuration changes. Complete password verification if requested. Wait for Configuration imported and inspect the created, updated, and unchanged totals.
  9. Choose View configuration and Review Setup & Success to check the resulting accommodation and prices. If channel updates are queued, review distribution status to confirm delivery.

Expected outcome

The reviewed records are applied to the selected property's live configuration, with an import receipt and a summary of the changes.

If the connection ends before confirmation

Use Check import result before starting another import. If no completed import is found, use Retry the same import when offered. After reopening the page, re-upload the original files with the original import mode, preview them, and follow the displayed recovery instructions. If the configuration changed since preview or records conflict, review the reported rows and preview again before applying.