Rate Import

The rate import tool lets you upload rates for multiple properties and seasons at once from a CSV file. This is especially useful when onboarding new properties, updating rates from a partner's spreadsheet, or loading an entire year's pricing in a single step.

Overview

Instead of creating property seasons one at a time through the UI, you can prepare a CSV file with all your rates and upload it on the Rates & Pricing › Import tab. The system validates each row, matches properties and seasons by name, and creates or updates property season records accordingly.

The Validate button runs a dry run that checks your file without saving anything, so you can catch errors before changing any rates.

CSV File Format

Your CSV file must include a header row with column names. Click Download a template on the Import tab for a starting file. The system recognizes the following columns:

Required Columns

Column	Description	Example
property_name	Property name (must match an existing property in your account)	Casa del Sol
season_name	Season template name (matched case-insensitively)	High Season 2026
nightly_rate	Rack nightly rate	350.00

Optional Columns

Column	Description	Example
start_date	Season start date (YYYY-MM-DD or MM/DD/YYYY)	2025-12-15
end_date	Season end date (YYYY-MM-DD or MM/DD/YYYY)	2026-04-15
net_rate	Net nightly rate paid to property owner/partner	280.00
weekly_rate	Rack weekly rate (if different from 7x nightly)	2200.00
net_weekly_rate	Net weekly rate paid to partner	1750.00
min_nights	Minimum stay requirement	5
cleaning_fee	Cleaning fee (for reference tracking)	150.00
processing_fee	Processing fee (for reference tracking)	25.00

Example CSV

property_name,season_name,start_date,end_date,nightly_rate,net_rate,min_nights
Casa del Sol,High Season 2026,2025-12-15,2026-04-15,350.00,280.00,5
Casa del Sol,Green Season 2026,2026-04-16,2026-11-30,200.00,160.00,3
Villa Pacifica,High Season 2026,2025-12-15,2026-04-15,500.00,400.00,7
Villa Pacifica,Green Season 2026,2026-04-16,2026-11-30,300.00,240.00,3

Importing Rates

1. Go to Rates & Pricing › Import.
2. Drag your CSV onto the upload area, or click Browse Files and select it.
3. Click Validate to run a dry run. Validation Results shows the total rows, valid rows, and errors, with the row number and reason for each error. Nothing is saved.
4. Fix any errors in your CSV and upload it again if needed.
5. Click Import Rates to save the rates.
6. When the import finishes, click View Property Seasons to check the rates on the Seasons tab, or Import Another File.

How Matching Works

Property Matching

The system matches the property_name column against existing properties in your company using a case-insensitive comparison. The name must match exactly (aside from casing) -- partial matches or fuzzy matching are not supported.

If a property name does not match, the row is flagged as an error and skipped.

Season Template Matching

The season_name column is matched by name against existing season templates in your company (case-insensitive). Give each template a name that is unique across your partners, so a row cannot match another partner's template.

• If the template exists: The system uses it and ignores any start_date/end_date values in the CSV.
• If the template does not exist and dates are provided: The system creates a new season template with the given name and date range, using the start date's year as the template year.
• If the template does not exist and no dates are provided: The row is flagged as an error.

This means you can use the import tool to create season templates and property seasons in one step -- just include the date columns.

New vs Existing Property Seasons

• New combination: If no property season exists for the given property + season template pair, a new one is created with the values from the CSV.
• Existing combination: If a property season already exists, its values are updated with the non-empty values from the CSV. Fields left blank in the CSV are not overwritten.

Validation and Error Handling

The import service validates each row individually. A single bad row does not prevent other rows from being imported -- errors are collected and reported at the end.

Common validation errors:

Error	Cause	Fix
Property not found	property_name does not match any property	Check spelling and ensure the property exists
Season template not found, no dates	season_name is new but start_date/end_date are missing	Add dates or create the season template first
Invalid date format	Date is not in YYYY-MM-DD or MM/DD/YYYY format	Reformat the date column
Invalid decimal	Rate value contains non-numeric characters	Remove currency symbols, letters, or extra punctuation
Missing required field	property_name, season_name, or nightly_rate is blank	Fill in the required value

Tips for Clean Imports

• Start with a dry run. Always validate before importing. It costs nothing and catches issues early.
• Match property names exactly. Copy property names from the Properties page to avoid typos. "Casa Del Sol" and "Casa del Sol" will not match if the casing differs on words other than articles.
• Use consistent date formats. Pick either YYYY-MM-DD or MM/DD/YYYY and stick with it throughout the file.
• Remove currency symbols. The parser strips $ and commas automatically, but other symbols (e.g., EUR, USD prefixes) will cause errors.
• Include net rates for partner properties. If you manage properties on behalf of owners, include the net_rate column to track your commission margin.
• Keep a backup. Save your CSV files. The Recent Imports card lists each past import with its date, file name, and counts of rows created, updated, and in error, but not the rates themselves.

Key Concepts

• Dry Run -- A validation-only pass that checks every row without saving any data.
• Rack Rate -- The published nightly rate charged to guests (the nightly_rate column).
• Net Rate -- The rate paid to the property owner or partner (the net_rate column). The difference is your commission.

Common Questions

Can I import overlays from CSV? No. The import tool creates property seasons only. Rate overlays must be created individually through the UI.

What happens if I import the same file twice? The second import updates the existing property seasons with the values from the CSV. It does not create duplicates.

Can I delete rates via import? No. The import tool only creates and updates. To remove a property season, delete it from the Seasons tab (By villa view).

Does importing trigger a channel sync? Yes. Created or updated property seasons trigger the same rate sync signals as manual edits. Your connected OTA channels will receive the updated rates.

Related

• Pricing Guide -- Full overview of the layered rate system and booking price calculations.
• Seasonal Rates -- Setting up season templates and property seasons through the UI.
• Rate Overlays -- Creating holiday and event-specific pricing overrides.
• Fees and Taxes -- Configuring cleaning fees, service fees, and tax rates.