📥 Import Customer Data files

Step 1: Prepare the File

1. Duplicate the Template
• Before making any changes, create a copy of the template.
• The first column provides formatting instructions, follow these carefully to prevent errors. Once your data is correctly formatted, delete the first column before importing.

2. Save the File:
• The preferred format is CSV, but Excel can also be used.

Step 2: Import the File into Bookboost

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Note only applicable for Multi-Property Accounts: If you manage multiple properties, select the correct App before importing the file. You can switch Apps by clicking on the top left corner next to the Bookboost logo.

1. Go to the Import Section:
• Navigate to Profiles > Import.
• Click the “+” (plus icon) in the top right corner to start a new import.



 

2. Select and Upload the File:
• Choose the file from your computer and upload it.



 

3. Map the Columns:
• Follow the on-screen instructions carefully. Ensure that the columns in your file are correctly mapped to the corresponding fields in Bookboost.



 

4. Wait for the Import to Complete:
• The time required depends on the file size. Larger files may take longer to process.

Step 3: Add Guests to a List

1. Create a List:
• Navigate to Profiles > List.
• Click the “+” (plus icon) in the top right corner to create a new list.
• Enter a name for the list (the category field is optional).



 

2. Go to the Import Section and add Users to the List:
• In Profiles > Import, find your uploaded file.
• Click the eye icon to access “View Details”.
• Select the file(s) you want to add to a list.
• Click “Add Users to List”.

Step 4: Use the List for a Campaign

1. Create an Audience:
• Go to the Audience and create a new audience.
• From the Audience builder, apply the filter “Guest List”.

 

2. Set Up a Campaign:
• Once your audience is created, add it to a Journey or Broadcast Campaign in Bookboost.