Article summary: To get the list of your customers and the list of your upcoming bookings, run two extractions from the Statistics menu of Reservit Accommodation: the Extraction of customers for your customer database, and the Extraction of bookings, based on the arrival date, for your future bookings. Both files are sent to you by email.
The question
"How can we get an extraction of our database with all our customers and our future bookings?"
The short answer
There is no single file that contains both your customers and your future bookings. You get this information with two extractions:
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What you want |
Extraction to use |
|---|---|
|
The list of all your customers and their contact details |
Extraction of customers |
|
The list of your upcoming bookings |
Extraction of bookings, with the period based on the arrival date |
Key point: the Extraction of customers contains the customers who booked during the last 3 years (after that, their data is anonymized). It shows, for each customer, the number of their latest booking, whatever its status (confirmed, cancelled...), so it does not give the list of your future bookings: use the Extraction of bookings for that.
1. Extract your customer database
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Click Statistics > Exports > Extraction of customers > Go to page.
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Enter the security code sent to you by email, then click Confirm.
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The file is sent to you by email. If it is larger than 1.7 MB, you receive a download link valid for 2 hours.
The full step-by-step guide is in the tutorial How to Extract and Export Your Customer Database on Reservit Accommodation.
2. Extract your future bookings
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Click Statistics > Exports, then click Go to page on the Extraction of bookings tile, and enter the security code sent to you by email.
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In "From", choose Arrival date.
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For the period, enter today's date as the start date, and as the end date the furthest date you are interested in (for example the end of next year).
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In the partner list, keep Any to get all your bookings, whatever the channel (website, front desk, OTAs).
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If you use Reservit PMS, tick Room number only if you want the assigned room: the file then contains one line per room.
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Click Confirm. The Excel file is sent to you by email.
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In Excel, filter the status column to keep only confirmed bookings: the file also contains cancelled and pending bookings.
More details in the tutorial How to Extract and Export Your Bookings (All Channels or Distributor OTAs) in Reservit Accommodation (section "Get all your future bookings").
Receiving address: the files are sent only to the email address of the logged-in user, and this address cannot be changed in the form. For a colleague to receive the file, they must run the extraction with their own login.