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If you’re migrating from another system or need to bulk-add data, you can import bookings and experiences into Helm using CSV files. The import wizard guides you through mapping your columns to Helm’s fields, validating the data, and reviewing everything before the import runs.

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Getting started

Navigate to Settings → Integrations and select CSV Import. Choose whether you’re importing bookings or experiences, then follow the wizard.

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Import types

Import customer bookings with passenger details, dates, and tour assignments.Supported fields:
  • reference — Your booking reference or ID
  • date — The tour date
  • start_time and end_time — Tour timing
  • experience — Which experience this booking is for (must match an existing experience in Helm)
  • rate — The pricing rate applied
  • language — Customer’s language preference
  • status — Booking status (confirmed, pending, etc.)
  • notes — Any booking notes or special requests
  • guide_email — Email of the guide to assign (must be on your roster)
  • Contact fields — Customer name, email, phone
  • Passenger fields — Passenger names and details
  • Pickup fields — Pickup location and time
The experience and rate must already exist in Helm before importing bookings. If you need to create them first, import your experiences CSV first.

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The import wizard

1

Select import type

Choose whether you’re importing bookings or experiences.
2

Upload your CSV file

Upload a .csv file with your data. The file should have a header row with column names.
3

Map columns

Match each column in your CSV to the corresponding field in Helm. The wizard shows a preview of your data to help you map correctly. Columns you don’t need can be skipped.
4

Validate

Helm checks your data for issues — missing required fields, unrecognized experiences or rates, invalid dates, and duplicate entries. Any problems are flagged for you to fix before proceeding.
5

Review

See a summary of what will be imported: how many records, which experiences and rates are referenced, and any warnings.
6

Import

Confirm and run the import. Records are processed in the background — you can navigate away and check back later.
7

Results

Review the import results to see how many records were created successfully and whether any were skipped.

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Tips for a smooth import

  • Match your experiences first. Booking imports reference experiences and rates by name. Make sure the names in your CSV match what’s already in Helm exactly.
  • Check date formats. Use a consistent date format across your file (e.g., YYYY-MM-DD).
  • Guide assignments are optional. If you include a guide_email column, that guide must already be on your roster and not blocked.
  • Start small. Try importing a few rows first to verify your column mapping before uploading your full dataset.
CSV import does not check for duplicates against existing bookings in Helm. If you import the same CSV twice, you may end up with duplicate records. Use unique booking references to help identify and clean up duplicates if needed.