Import your properties: fewer questions, more safety

The Excel spreadsheet, as you have it

• Only the “Nom” (name) and “Adresse” (address) columns are required. The others are optional: an empty cell takes the company setting.
• Your own titles are recognised: “Appartement” or “Bien” for the name, “Rue”, “CP” and “Ville” for the address, “Check-in” and “Check-out” for the times. An unknown column is reported, then ignored.
• A property that is already known, with the same name and the same address, is updated without a question. The “what should be done?” frame only appears for doubtful cases. Two rows with the same name in the file: the second is refused, not imported twice.
• An unrecognised address no longer blocks the import: correct it, or click “Keep as typed”. The property arrives and the row is marked “to check”.
• iCal calendars already saved are kept: importing an export again no longer adds the stays a second time. Links separated by a comma or a line break, and “webcal” links, are accepted.
• A folder of several files carries on even if one of them is unreadable: it appears under “Files refused”.

A clear report

At the end, the report is displayed as cards: created, updated, rows ignored with their number, refused, to check. Two Excel files are offered: the errors to correct and the full report. If a booking software is connected, the software asks you whether these properties are also in it, to link them straight away; otherwise it simply tells you “Your properties are ready.”

The “Link apartments” window and linking by hand

• Name matching is more accurate: “Appartement 117” finds “Apt 117”, “Studio Lilas — 3e étage” finds “Lilas 3”. Each suggestion carries “Same name” or “Similar name”.
• The “Create a property for the … listings not yet linked” box no longer creates listings that are still suggestions, nor those disabled in your software. A property already linked to another software cannot be overwritten.
• The window says that created properties arrive inactive, and the final message offers “Open Properties”.
• Linking a property created by hand takes fewer clicks: the connection is chosen automatically when there is only one, and a single “Confirm” is enough when there is nothing to decide. In Properties, the property's card carries the “Link to a listing” button.
• The “Remove the connection?” window says everything that happens: upcoming bookings removed, listing photos deleted, property and history kept. A property that receives a listing and an iCal calendar is warned of the risk of duplicates.

Since 28 October

• The Excel spreadsheet links each property to its client: the “Client / propriétaire” column (or “Client”, “Propriétaire”) takes the client name as it is in Finance › Clients. An unknown name? The “… unknown client names — what should we do?” window offers, name by name, to create the client, link it to a client you already have (similar names are suggested first) or leave it without a client; a “Link to …” choice is remembered for the next imports. The report says “… properties linked to … clients · … without a client”.
• A property created by the import always arrives inactive, like those from a booking software: nothing is activated without your agreement. At the end of the import, the question “Activate these … properties now?” covers the rows marked OUI in the “Actif” column (or every created property if the column is empty): “Activate” or “Later”.
• No more “Import … as active” switch on connections: properties created from a booking software arrive inactive and the same question is asked, in the “Link apartments” window as in the Mews, Apaleo, Hospitable and Guesty panels.
• On direct connections, the button is called “Import properties”. On a connection through Calry, “Refresh” reads the listings again without creating anything and says “Listings re-read: … · new: …”; if there is something new, it offers “Import properties”.
• The address arrives with the property when the software gives it: Smoobu (with the capacity and the type), Mews (hotel address on the building and on each room, also completed for connections already made).
• An import resumes where you left it: a banner at the top of Properties says whether it is running, waiting for your choices, finished or failed, with “View”, “Resume” or “View the summary”. Corrected addresses, excluded rows and name choices are kept if you close the window or change screen. Reloading the page always cuts the import: the browser asks you first.