If you are switching from another booking system or spreadsheet, you can import your existing guest list into Bokko using a CSV file. The import flow lets you map columns, preview what will be created or updated, and confirm before any data is saved.
WarningOnly import guest data that you are legally entitled to process. Marketing consent is not imported automatically. Do not upload health-related or other sensitive personal data in the notes field.
Prepare the CSV file
- The file must be saved as a UTF-8 encoded CSV. In Excel: Save As → CSV UTF-8.
- Name is required for each row. At least one contact detail (phone or email) must also be present.
- Supported fields: name, phone number, email address and notes.
- If you are not sure about the format, use the Download template CSV link in the import screen.
Import steps
- Open Guests in the dashboard.
- Click Import in the top right area.
- Upload your CSV file using Select file.
- Review the column mapping. Match each CSV column to the correct guest field.
- Choose the import mode.
- Click Analyze to generate the preview.
- Review what will be created or updated in the preview step.
- Click Start import to confirm.
Import modes
| Mode | What it does |
|---|---|
| Create new guests only | Adds new guests. Existing guest records are not touched. |
| Create new and update existing names | Adds new guests and updates the name of any matching existing guest. Phone, email and notes are not modified. |
| Preview only | Shows what would happen without writing anything to the system. |
What to expect after the import
- Newly created guests appear in the guest list immediately.
- Created guests can be reverted. Name updates on existing guests cannot be automatically undone.
- If any rows could not be imported, you can download a separate error report from the completed import screen.
InfoAfter importing, inform the affected guests that their data is being processed in this system, as required by applicable data protection regulations.