# Data Transfer Instructions

> Both guestbooks and future reservations can be imported into Resy.       When: Guestbooks can be sent to your Implementation Specialist anytime b...

Source: https://helpdesk.resy.com/en_us/data-transfer-instructions-BkD17zouu

Last updated: 2025-07-11T16:10:43.558Z

### Both guestbooks and future reservations can be imported into Resy. 

A few things to keep in mind when transferring your data: 

*   All export files should be sent in CSV format.
*   Payment is not transferrable to Resy. Any pre-paid reservations and experiences made through your previous system will still need to be managed and processed through that system.
*   You may experience a delay in response time from Support for help with downloading data. If applicable, please ask your system’s Support team for assistance at least one week before your launch date to allow enough time to import data.

**When to export your data:**

*   **Guestbooks** can be sent to your Implementation Specialist any time before launch, preferably one week in advance.
*   **Future reservations** should be sent the morning of your launch. Please disable your previous system’s online availability when you send the file with your future reservations.

  
**In this article:**

*   OpenTable 
*   Toast Tables 
*   Yelp
*   SevenRooms 
*   Tock 
*   TouchBistro

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# From OpenTable

## **How to export your guestbook****:**

1.  Log in to the OpenTable for Restaurants website.
2.  Open the menu and navigate to “Reporting.” Select “Guest Export” in the left sidebar.
3.  To download the entire guestbook, select the option to download all guest profiles. The guestbook report will be sent to the email address you used to log in.
    *   The file must include the guest’s name, mobile number, and email. This information is required for us to import guestbooks. We also recommend including guest notes, tags, and visit history as well.
4.  You’ll receive an email with a link to download the file. Download and email the CSV file to your Implementation Specialist.

## **How to export your past and future reservations:**

1.  Log in to the OpenTable for Restaurants website [http://guestcenter.opentable.ie/login](http://guestcenter.opentable.ie/login) . Open the menu and navigate to “Reporting” and then “Reservations”. 
2.  At the top of the page, select the “Status” drop-down and only select “Booked”. 
    *   In the “Details” drop-down make sure email is selected 
3.  Select “Visit Date” and select a date one year in the past, then select the date of your last existing reservation(s) in OpenTable. 
4.  On the right-hand side, select “Export”. The file must include the guest’s name, mobile number, email, and reservation date. This information is required for us to import future reservations. 
5.  You’ll receive an email with a link to download the file. Download and email the CSV file to your Implementation Specialist When to export your data: • Guestbooks can be sent to your Implementation Specialist any time before launch, preferably one week in advance. 
    *   Future reservations should be sent the morning of your launch. Please disable your previous system’s online availability when you send the file with your future reservations.

For additional assistance, please contact OpenTable support and/or search their help center for relevant articles.

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# From Toast Tables

## **How to export your guestbook:** 

1.  Log in to Toast Web.
2.  Go to “Reports” on the left-side menu.
3.  Select “Reservations & Waitlist”.
4.  Go to “Guests Report” and click “download”.
    *   The file must include the guest’s name, mobile number, and email. This information is required for us to import guestbooks. We also recommend including guest notes, tags, and visit history as well.
5.  Download and email the CSV file to your Implementation Specialist.

## **How to export your future reservations:** 

1.  Log in to Toast Web.
2.  Go to “Reports” on the left-side menu.
3.  Select “Reservations & Waitlist”.
4.  Go to the “Bookings” report.
5.  Filter the report to include date, first name, last name, email, phone, party size, any tags, or notes (e.g., VIP).
    *   The file must include the guest’s name, mobile number, email, and reservation date. This information is required for us to import your future reservations.
6.  Download this report in CSV format and email the file to your Implementation Specialist.

 **On launch day**, you'll want to disable online reservations in Toast Tables.

 For additional assistance, contact Toast Tables support and/or search their help center for relevant articles.

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# From Yelp 

**Please note: Yelp data transfers are limited and reservations must be manually imported****.**

##   

## **How to export your guestbook:** 

1.  Log in to Toast Web.
2.  On the left-hand side, click on “Guests”.
3.  View the “Filters” tab and check off guests with phone numbers. Then click “Export guests”.Download and email the CSV file to your Implementation Specialist.

*   The file must include the **guest’s name, mobile number, and email**. This information is required for us to import guestbooks. We also recommend including guest notes, tags, and visit history as well.

## **How to export your future reservations:** 

Due to Yelp's policy on guest data sharing, future reservations must be manually transferred from Yelp to Resy OS. This can be delegated to your host or reservation team and is a great way to practice booking reservations in Resy OS. 

**Please note**: The reservation report Yelp sends to restaurants is redacted for any guest that has not opted in for marketing. Yelp has provided the following information about why that is, “_Please note that we are only able to legally share the reservation information of guests who have "opted in" to our platform, so there are some specifics missing with some of the reservations; however, the cover counts, and timing of the reservations are there._” As a result, the reservation report is incomplete and has “Unavailable” where guest data should be.

**On launch day,** you’ll want to disable online reservations in Yelp.

For assistance, please contact the Yelp general support line at (844)-889-9066.

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# From SevenRooms

## **How to export your guestbook**:

1.  Log in to the SevenRooms website and click on the “Clients” tab.
2.  Filter your clients using tags from the “Filters” drop-down menu (optional).
3.  Click the “Export” button. A pop-up will appear stating the export may take several minutes to several hours depending on the size of your guestbook.
    *   If you do not see the “Export” button, you do not have the appropriate exporting permissions. Please reach out to a User with Administrative Access to edit permissions so you can export the data.
    *   The file must include the **guest’s name, mobile number, and email**. This information is required for us to import guestbooks. We also recommend including guest notes, tags, and visit history as well.
    *   Files that include tags in the tag field will be uploaded as-is (e.g., Dietary Restrictions: Shellfish).

4.  Click “Export” in the pop-up to confirm the download.
5.  You’ll receive an email once the export process is complete. Download and email the CSV file to your Implementation Specialist. 

## **How to export your future reservations**:

1.  Log in to the SevenRooms website and click on the Reporting icon from the menu on the left.
2.  Select “Search Reservation” from the “Report Types” menu.
3.  Customize the date range at the top and select the day you’re going live on Resy. Then, select the date of your last existing reservation(s).
4.  Select “All Reservations” and “All Statuses” in Filters.
5.  Make sure “All Tags” is selected under both the “Reservation Tags” menu and the “Client Tags” menu.
6.  Include table assignments, if applicable.
7.  Click the “Export” button in the top-right corner.
    *   The file must include the **guest’s name, mobile number, email, and reservation date**. This information is required for us to import future reservations.
8.  You’ll receive an email once the exporting process is complete. Download and email the CSV file to your Implementation Specialist. 

**On launch day,** you’ll want to disable online reservations through SevenRooms.

For assistance, please [reach out to SevenRooms support](https://sevenrooms.com/en/contact-us/) and/or search their help center for relevant articles.

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# From Tock

##   
**How to export your guestbook:**

1.  Email [hospitality@tockhq.com](mailto:hospitality@tockhq.com) and they’ll assist with exporting your guestbook
2.  as 4 separate files.
3.  Once available, download and email the CSV file to your Implementation Specialist.

The file must include the **guest’s name, mobile number, and email**. This information is required for us to import guestbooks. We also recommend including guest notes, tags, and visit history as well.

  

## **How to export your future reservations:**

1.  Log in to Tock’s Dashboard.
2.  Select “Operations” from the list of options on the main page. 
3.  Select “Reservations” on the left-hand menu.
4.  Change the date range from the date selector on the top left-hand side. First, select the day you’re going live on Resy. Second, select the date of your last existing reservation(s).
5.  Click the “Download” button on the top right-hand side of the screen.
    *   The file must include the **guest’s name, mobile number, email, and reservation date**. This information is required for us to import future reservations.
6.  You’ll receive an email with the file. Download and email the CSV file to your Implementation Specialist.

**On launch day,** you’ll want to disable online reservations through Tock.

For assistance, please refer to Tock’s Help Center and/or reach out to your Tock representative.

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# From TouchBistro

## **How to export your guestbook:**

1.  Log in to the TouchBistro Reservations Web App.
2.  Click “Reports | Reports.”
3.  Click the drop-down menu to select a report to view.
4.  Select “Customer List” and edit the filters to show the information you want to see and click “Refresh.” 
    *   The file must include the guest’s name, mobile number, and email. This information is required for us to import guestbooks. We also recommend including guest notes, tags, and visit history.

5.  Ensure that the reservation information is broken out by columns (i.e., The guest name is in two columns – first name and last name, phone number is one column).
6.  Click “Enable export to file.” 
7.  Download and email the CSV file to your Implementation Specialist.

## **How to export your future reservations:**

1.  Log in to the TouchBistro Reservations Web App.
2.  Click “Reports | Reports”
3.  Click the drop-down menu to select a report to view.
4.  Select “New Bookings” and edit the filters to show the date range that begins with the day you’re going live on Resy through the date of your last existing reservation. Then click “Refresh”
5.  Click “Enable export to file” The results will then be downloaded as a CSV file. Make sure that the reservation information is broken out by columns (i.e., Table # is one column, phone number is one column).
6.  Email the file to your Implementation Specialist.

**On launch day**, you’ll want to disable online reservations through TouchBistro.

For additional assistance, please contact TouchBistro support and/or search their help center for relevant articles.