Importing your data — Rentibly How-to

Hey, and welcome to this Rentibly how-to: importing your data. Let's bring in a spreadsheet of past guests — and see how your data comes back out. Here's what we'll cover — the chapter times are right here, and in your player. Let's get started.

Moving to Rentibly with a spreadsheet of past guests? Settings, Data Management, Import and Export. Three tabs: Import, Export, and Data requests. Start with Import, and choose what you're bringing in — contacts, properties, expenses and more. We'll pick contacts: the file only needs a first and last name.

Next, and upload the file — a CSV, with the column names in the first row. Rentibly matches each column to a contact field on its own, and shows a sample value so you can check it. Anything it can't place, like favourite room here, is simply skipped.

Preview shows the first rows exactly as they'll be saved: three guests, ready to go. Start Import checks the whole file, then saves them. Imports can't be undone in one click, so it's worth a careful look here first — we'll stop at the preview.

Export goes the other way. Pick a module, keep the columns you want, and Download CSV — the file comes straight to your computer. And Data requests: when a guest asks for their personal data, find them, and see exactly what their file will include — and what's held back, like your staff notes and bank details. Prepare data file downloads it for you to send on. Every download is recorded in the activity log.

Thanks so much for watching! If you're already on Rentibly, open Settings, Data Management, Import and Export, and bring in the contacts you still keep in a spreadsheet. And if you're not on Rentibly yet, book a demo call, and we'll show you all of this, live.