When getting ready to upload your Reservations to the Reserve, you will need to first install the latest Data Management Utility and download an "ADD_RESERVATIONS" template.
After logging in, click the MORE option:
Then select Add Reservations
Download a blank version to of the New Reservations Template
Once you open the blank template, certain fields are required to be able to successfully upload the template. Please note, some fields may be optional, however your organization might need to utilize them. An example of this would be the Description column. This is an optional field, but may be required to include an Asset description in your organization's use case.
Required fields:
-
Location Name
- The name of the Location where the Asset will reside. The Location must exist prior to Asset upload.
- The entry is case sensitive and must match the Location name in Reserve.
-
Floor
- The Floor that the Asset resides on. The Floor must exist prior to Asset
- The entry is case sensitive and must match the Floor name in Reserve attached to the Asset
-
Asset Name
- Name of the Asset where the reservation will take place
- Case sensitive field
-
Reservation Name
- Name of the reservation
- Alphanumerical
-
Start Time
- Time of reservation start
- Ensure this is set to a text field if you are using Excel.
-
The syntax for the date/time columns must be as follows:
- 2021-01-30 18:00 (year-month-day 24 hour time)
- Please see this article if you run into trouble with this field
-
End Time
- Time of reservation end
- Ensure this is set to a text field if you are using Excel.
-
The syntax for the date/time columns must be as follows:
-
- 2021-01-30 18:00 (year-month-day 24 hour time)
- Note about No End Date Reservations:
- The syntax to use for No End Date Reservation is: 2999-12-31 18:59
- The syntax to use for No End Date Reservation is: 2999-12-31 18:59
-
- Please see this article if you run into trouble with this field
-
Add to Calendar
- The Add to Calendar must be populated with either ‘Free’ or ‘Busy’ if there are any invitees. If there are no invitees, Add to Calendar must be blank.
-
If you use Charge Codes (otherwise leave blank) {Charge Codes, Percents}
- Values: {`ChargeCode`, `Percent`}.
- Example with 2 Charge Codes: {{`ChargeCode1`, `Percent1`}, {`ChargeCode2`, `Percent2`}}.
- Required if an Asset requires Charge Codes
- Values: {`ChargeCode`, `Percent`}.
-
Owner
- The User who will own the reservation. Ex: The person responsible for checking in to the reservation and using the space
Save the template and upload it using the DMU by selecting the Upload New Reservations option and using the completed file you saved.
In the Data Management Utility folder, check the reports to validate that the reservations were created successfully, or if any failed.
Select the very last report and open it
Check for success and failures. Fix any errors and re-upload the corrected records.
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