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HomeAway Software For Professionals

EscapiaVRS GUEST CONTACT MIGRATION INSTRUCTIONS

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EscapiaVRS Guest Contact Migration Instructions Escapia VRS can import 2 types of contact records – GUEST CONTACTS and OWNER CONTACTS. This document will discuss the GUEST CONTACT MIGRATION excel import template, field requirements and the migration process.

To access the Guest Contact Module: • Click on the CONTACTS tab. • Then click on the FIND CONTACTS menu. • Then select the FIND CUSTOMERS option. This will take you to the CUSTOMER CONTACT page. • At the top right of the page, locate the UPLOAD CUSTOMERS button & Click it.

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GUEST CONTACT EXCEL TEMPLATE Downloading the Template: The first step of using the Guest Contact migration tool is to download the Guest Contact Template Spreadsheet. The spreadsheet contains the contact fields that you can use to build your guest list.

From the BULK UPLOAD page. . . • Click on the DOWNLOAD TEMPLATE button. A Windows Pop Up dialog box will request you either OPEN or SAVE the file. • Select the SAVE option. • Save the file on your machine in an Easy-To-Locate area (for example: My Documents).

• Once you have saved the file, locate and open the file named “CustomerBulkUpload.xls”.

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GUEST CONTACT EXCEL TEMPLATE (continued) The Customer Bulk Upload Spreadsheet: The Customer Bulk Upload Spreadsheet has two tabs – SHEET1 and HELP. Sheet 1 displays the fields that you are able to use in each of the columns. The Help tab contains helpful tips and steps to help you through the migration process.

• Click on the SHEET 1 tab at the bottom. • Review the available fields.

PLEASE NOTE:

(1) PLEASE DO NOT CHANGE THE NAME OF THE SHEET 1 TAB. The Bulk Upload Module will error out if the tab name is changed.

(2) PLEASE DO NOT CHANGE THE NAME OF THE COLUMN HEADERS. The Bulk Upload Module will error out if the column headers are changed.

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FIELD REQUIREMENTS The Customer Bulk Upload Template Field Requirements: The bulk upload template spreadsheet allows you to copy/paste your data into each of the cells to create an import file. Each of the cells in the template have specific value requirements. Please review the list below to see the requirements for each cell. NAME TYPE LENGTH NOTES Title Specific

Value N/A Titles

Dr. Lady Miss Mr. Mrs. Ms. Sir

First Name REQUIRED - Text

32

Middle Initial Text 1 Last Name REQUIRED -

Text 32

Suffix Specific Value

N/A Suffixes I II III IV Jr. Sr.

Primary e-mail

Email Address

64 Must use email formatting (example: [email protected])

Secondary e-mail

Email Address

64 Must use email formatting (example: [email protected])

Address Line 1

Text 32

Address Line 2

Text 32

City Text 32 State/ Province/ Region

Text 32

ZIP/ Postal Code

Text 16

Country REQUIRED - Specific Value

N/A SEE COUNTRY LIST IN ESCAPIAVRS

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FIELD REQUIREMENTS (continued) NAME TYPE LENGTH NOTES Phone 1 Type

REQUIRED - Specific Value

N/A Phone Types: Business Fax Home Mobile Other Pager

Phone 1 REQUIRED - Phone Number

32 Please Use this phone format: Country Code (Area Code) Local Number eg. 1 (206) 233 - 4567 If it is USA phone number you can ignore the country code.

Phone 2 Type

Specific Value


Phone 2 Phone Number

32 Please Use this phone format: Country Code (Area Code) Local Number eg. 1 (206) 233 - 4567 If it is USA phone number you can ignore the country code.

Phone 3 Type

Specific Value



32 Please Use this phone format: Country Code (Area Code) Local Number eg. 1 (206) 233 - 4567 If it is USA phone nuber you can ignore the country code.

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FIELD REQUIREMENTS (continued) NAME TYPE LENGTH NOTES Phone 4 Type

Specific Value



32 Please Use this phone format: Country Code (Area Code) Local Number eg. 1 (206) 233 - 4567 if it is USA phone number you can ignore the country code.

Office Specific Value


Notes Text 4000 PLEASE NOTE: Long strings of text may be truncated due to limitations and length requirements in both EscapiaVRS and Excel.

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IMPORT PROCESS Once you have completed the Bulk Upload Template Spreadsheet, you can begin import process. The basic steps are very simple and straight forward, the tricky part will be fixing the errors that may cause the import process to stop.

Please note: If the import process is stopped due to an error, none of the records will be imported. This is by design. This ensures that duplicate records are not loaded into the system.

Import Process Steps: • From the Customer Bulk Upload Page, click on the BROWSE button. A Windows Explorer pop up will appear and request you navigate to the location of your bulk upload template. • Locate and Select the Bulk Upload Template Excel Spreadsheet you wish to import. • Once you select the spreadsheet, click the UPLOAD button. Once you click the UPLOAD button, the import module will display progress. The screen will change the display when the import is complete or if an error has occurred. Progress Display:

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ADDRESSING ERROR MESSAGES If the bulk upload template spreadsheet you are using is not formatted correctly, you may receive errors during the import process. If an error occurs during the import process, none of the records form the bulk upload spreadsheet will be migrated. This is as designed to help minimize duplicate records.

The error message will display the error results below the migration tool. The First & Last Name, along with the Error Cell(s) and the error will appear. When you receive an error message during the import process you must go back into the bulk upload template spreadsheet to correct the error, save the template with the corrections made and then re-upload the file. You may have to repeat this process multiple times depending on the number of errors received.

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Country Codes A C Afghanistan 93 Cambodia 855 Aland Islands 358 Cameroon 237 Albania 355 Canada 1 Algeria 213 Cape Verde Islands 238 American Samoa 684 Cayman Islands 1 Andorra 376 Central African Republic 236 Angola 244 Chad 235 Anguilla 1 Chile 56 Antigua 1 China (PRC) 86 Argentina 54 Christmas Island 6724 Armenia 374 Cocos Island 6722 Aruba 297 Colombia 57 Ascension Island 247 Comoros 269 Australia 61 Congo-DPR 243 Austria 43 Congo-Republic 242 Azerbaijan 994 Cook Islands 682

Costa Rica 506 B Cote d'Ivoire 225 Bahamas 1 Croatia 385 Bahrain 973 Cuba 53 Bangladesh 880 Cuba - Guantanamo Bay 5399 Barbados 1 Cyprus - Republic of 357 Belarus 375 Cyprus - Northern 90392 Belgium 32 Czech Republic 420 Belize 501 Benin 229 Bermuda 1 Bhutan 975 Bolivia 591 Bosnia & Herzogovina 387 Botswana 267 Bouvet Island 47 Brazil 55 British Virgin Islands 1 Brunei 673 Bulgaria 359 Burkina Faso 226 Burma (Myanmar) 95 Burundi 257

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Country Codes (continued) D G (continued) Denmark 45 Grenadine Islands 1 Diego Garcia 246 Guadeloupe 590 Djibouti 253 Guam 1 Dominica 1 Guantanamo Bay 5399 Dominican Republic 1 Guatemala 502 E Guinea-Bissau 245 Ecuador 593 Guinea (PRP) 224 Egypt 20 Guyana 592 El Salvador 503 Equatorial Guinea 240 H Eritrea 291 Haiti 509 Estonia 372 Honduras 504 Ethiopia 251 Hong Kong 852

Hungary 36 F Faeroe Islands 298 I Falkland Islands 500 Iceland 354 Fiji Islands 679 India 91 Finland 358 Indonesia 62 France 33 Iran 98 French Antilles 596 Iraq 964 French Guiana 594 Ireland 353 French Polynesia 689 Israel 972

Italy 39 G Ivory Coast (Cote d'Ivoire) 225 Gabon 241 Gabonese Republic 241 J Gambia 220 Jamaica 1 Georgia 995 Japan 81 Germany 49 Jordan 962 Ghana 233 Gibraltar 350 K Greece 30 Kazakhstan 7 Greenland 299 Kenya 254 Grenada 1 Kiribati 686

Korea (North) 850

Korea (South) 82

Kuwait 965

Kyrgyzstan 7

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Country Codes (continued) L N Laos 856 Namibia 264 Latvia 371 Nauru 674 Lebanon 961 Nepal 977 Lesotho 266 Netherlands 31 Liberia 231 Netherlands Antilles 599 Libya 218 Nevis 809 Liechtenstein 423 New Caledonia 687 Lithuania 370 New Zealand 64 Luxembourg 352 Nicaragua 505

Niger 227 M Nigeria 234 Macau 853 Niue 683 Macedonia 389 Norfolk Island 672 Madagascar 261 Northern Mariana Islands 1 Malawi 265 Norway 47 Malaysia 60 Malaysia (K.L. & Penang only ) 60 O Maldives 960 Oman 968 Mali Republic 223 Malta 356 P Marshall Islands 692 Pakistan 92 Martinique 596 Palau 680 Mauritania 222 Panama 507 Mauritius 230 Papua New Guinea 675 Mayotte Island 269 Paraguay 595 Mexico 52 Peru 51 Micronesia 691 Philippines 63 Midway Islands 808 Pitcairn Islands 872 Moldova 373 Poland 48 Monaco 33 / 377 Portugal 351 Mongolia 976 Montenegro 3818 Q Montserrat 1 Qatar 974 Morocco 212 Mozambique 258 R Myanmar 95 Reunion Island 262

Romania 40

Russia 7

Rwanda 250

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Country Codes (continued) S T Saba 5994 Tanzania 255 St. Barthelemy 5902 Thailand 66 St. Helena 290 Togo 228 St. Kitts/Nevis 1 Tonga Islands 676 St. Lucia 1 Trinidad & Tobago 1 St. Marteen 5995 Tunisia 216 St. Martin 5908 Turkey 90 St. Pierre & Miquelon 508 Turkmenistan 993 St. Vincent & Grenadines 1 Turks and Caicos 1 Saipan 1 Tuvalu 688 San Marino 378 Sao Tome 239 U Saudi Arabia 966 Uganda 256 Senegal 221 Ukraine 380 Serbia 381 United Arab Emirates 971 Seychelles Islands 248 United Kingdom 44 Sierra Leone 232 USA 1 Singapore 65 Uruguay 598 Slovakia 421 Uzbekistan 7 Slovenia 386 Solomon Islands 677 V Somalia 252 Vanuatu 678 South Africa 27 Vatican City 39 Spain 34 Venezuela 58 Sri Lanka 94 Vietnam 84 Sudan 249 Suriname 597 W Swaziland 268 Wallis and Futuna Is. 681 Sweden 46 Wake Island 808 Switzerland 41 Western Samoa 685 Syria 963 Y Yemen 967

Yugoslavia 381

Z Zaire 243

Zambia 260

Zimbabwe 263 © Copyright 2008-Present HomeAway Software for Professionals. All rights reserved.