Pengaturan

Importing your data

Fill one spreadsheet offline, upload it, read the cell-by-cell validation, and commit — the fastest way to bring a new property to life.

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Who this is for: Owner — requires core.import.read to see the screen, core.import.upload to upload, and core.import.commit to commit. Where: Settings → Data Import

A new property starts empty. Typing room categories, rooms and a chart of accounts into forms one at a time is the slow way; this screen is the fast one. You download a template workbook, fill it in offline in whatever spreadsheet tool your finance person already uses, and upload it.

Nothing is written until you have seen exactly what would be written.

What the workbook covers#

Sheet What it creates
Room Categories The room types you sell
Rooms The physical rooms, each in a category
Chart of Accounts The accounting structure the ledger posts into
Reservations Existing forward bookings you are bringing across

Every sheet is optional. Import only rooms if that is all you have; come back with the chart of accounts later.

Download the template#

  1. Open Settings → Data Import.
  2. Select Download template.

You get nerve-onboarding-template.xlsx with the sheets above, their columns and their expected shape. Fill it in offline.

Upload and validate#

  1. Select the file with the file picker.
  2. Select Upload & validate.

Nerve reads every sheet and validates every cell. This writes nothing. What comes back is a preview.

Read the preview before you commit#

The preview has two parts.

Per sheet, a count of rows parsed, rows valid, rows that would be created, and rows that would be updated. The create-versus-update split is the number to look at: a run you expected to create 120 rooms and which reports 118 updates is telling you it matched existing rooms, and you want to know that before you commit rather than after.

Issues, addressed to the exact cell — sheet, row, column, severity, message. Two severities:

Severity Effect
warning The row imports. Something is unusual and you should look.
error Blocking. The import cannot be committed at all.

Penting

A blocking error cannot be committed past. There is no partial commit and no force. Fix the cells in your workbook, upload it again, and you get a fresh preview. This is deliberate: half-imported reference data is worse than none.

Commit the import#

  1. With the preview open and no blocking errors, select Commit import.

The job's status becomes committed and the data is live. The importer writes through the same services the forms use, so an imported room is indistinguishable from one typed in by hand — same validation, same events, same audit.

Re-open a past import#

  1. Scroll to Import history.
  2. Select View on the job you want.

The job's preview and issues re-open above. This is how you check what a previous run actually did, and it is worth doing before you re-import a sheet you have imported before.

What's next#