Import customers and travellers, and download a backup

Bring your customers and travellers in from a spreadsheet, and download everything as a backup.

4 min read

If your customers and travellers are in a spreadsheet today, you can add them all at once.

Import from a spreadsheet

1. Open Settings, Import data and press Download the template.
2. Fill it in: one row per traveller, with their customer on the same row. A customer with no travellers yet is a row with the traveller columns empty. For an Individual customer, leave the customer name empty: it is the traveller's name.
3. Write dates like 2029-06-30, and loyalty programmes like Emirates: EK123456; Qatar Airways: QR98765.
4. In Excel, save it with File, Save As, CSV UTF-8, then choose the file.

SunTrip checks the whole file first. If anything is wrong, nothing is imported and every problem is listed with its row and column, so you can fix the file and choose it again. Customers and travellers you already have are skipped, so importing the same file twice adds nothing. A file can hold up to 500 rows; split a bigger list into several files.

Import suppliers

Under Settings, Import data, Import suppliers works the same way with its own template: one row per supplier. A supplier you already have (same name and type) is skipped.

Download a backup

Admins can open Settings, Backup and press Download backup to get every customer and traveller as one spreadsheet, in the same format as the template. Each download is recorded in your company's history, and it includes passport numbers only if your role may see them, so keep the file somewhere safe.

To restore, import the backup file: anything you still have is skipped. A backup is a convenience: keep your own copies of anything important.