The import tool walks you through migrating data from another platform into RentalTide with a six-step wizard. Navigate to Admin > Import in the sidebar.
Supported sources
| Source | Connection method | Data types |
|---|---|---|
| FareHarbor | CSV file upload | Bookings, customers, gift cards, inventory |
| Rezdy | API key connection | Bookings, customers, products, vouchers |
| PeekPro | Coming soon | -- |
| Checkfront | Coming soon | -- |
| Generic CSV | CSV file upload | Customers, bookings |
| Historical Renters | CSV file upload | Customer records (simplified flow) |
Import steps
Step 1: Select Source
Choose the platform or file type you are importing from. Click a source card to select it.
If you select Historical Renters, the wizard switches to a simplified upload flow that bypasses the standard six-step process.
Step 2: Connect or Upload
The connection method depends on your selected source:
- FareHarbor -- Upload one or more CSV files exported from FareHarbor. Files are auto-detected as bookings, contacts, items, or gift cards based on their column headers.
- Rezdy -- Enter your Rezdy API key and click Connect. The system fetches your products, booking count, customer count, and voucher count directly from the Rezdy API.
- Generic CSV -- Upload CSV files and tag each as bookings or contacts.
Step 3: Configure
- Select the target location -- choose which RentalTide location the imported data should be associated with.
- Choose data types to import:
- Renters (customer records)
- Inventory
- Pricing
- Bookings
- Gift cards
- Map inventory items -- for FareHarbor and Rezdy imports, each unique product/item name from the source must be mapped to an existing RentalTide inventory item. The wizard lists all unique items detected and provides a dropdown to select the corresponding RentalTide asset.
All items must be mapped before you can proceed (when booking import is selected).
Step 4: Preview
Click Generate Preview to analyze the uploaded data without importing it. The preview shows:
- Total counts of renters, inventory items, bookings, and gift cards that will be imported
- Sample records from each category so you can verify the data looks correct
For Rezdy, the preview is generated from the connected API rather than uploaded files.
Step 5: Import
Click Start Import to begin the import process. The import runs in the background and shows real-time progress:
- Current phase (e.g., importing renters, importing bookings)
- Progress bar with completed/total counts and percentage
- Any errors encountered during import
You can navigate away from the page -- the import continues in the background and you can check back later.
Step 6: Complete
The completion step shows the final results:
- Number of renters, inventory items, bookings, and gift cards imported
- Number of renters matched to existing records (de-duplicated by email)
- Any errors that occurred, with details and timestamps
Import options
| Option | Default | Description |
|---|---|---|
| Import Renters | On | Import customer records |
| Import Inventory | On | Import fleet/product items |
| Import Pricing | On | Import pricing data |
| Import Bookings | On | Import booking/reservation records |
| Import Gift Cards | On | Import gift card balances and codes |
| Skip Duplicates | On | De-duplicate renters by email address |
Inventory mapping
During FareHarbor and Rezdy imports, you must map each source product name to an existing RentalTide inventory item. The mapper shows:
- All unique product/item names detected in the source data
- A dropdown for each item to select the corresponding RentalTide inventory asset
The import will not proceed until all items are mapped when booking import is enabled.
Always review the preview step before starting the import. Large imports run in the background -- you can navigate away and check back later. Keep a backup of your original CSV files. The import handles duplicate detection by email address. Create your inventory items in RentalTide before starting the import so they are available in the mapping step.
Import failed -- Check the error details in the completion step. Common causes are incorrect file format, missing required columns, or network issues during API-based imports.
Duplicate records -- The importer de-duplicates by email address. If you see duplicates after import, use the merge tool in the Customers page to combine them.
FareHarbor CSV format issues -- FareHarbor CSVs sometimes have a title row before the header row. The importer automatically detects and skips this row. Ensure the "Item" column is present in booking CSVs.
Rezdy connection failed -- Verify your API key is correct and has not expired. Check that your Rezdy account has API access enabled.
Items not mapping -- Make sure you have created the corresponding inventory items in RentalTide before starting the import. The mapper only shows existing RentalTide assets.