Ready to align your planning data with FLYR’s powerful analytics? Whether you are onboarding or preparing your User Forecasts and Budgets outside of FLYR, this article will guide you through uploading your figures directly into Planning, so your data is accurately reflected in all of the platform's insights.
How to Upload Planning Data
Navigate to
Planning UploadGo to
Settings>Planning Uploadin the side navigation.Download the template
Select
Planning Uploadand clickDownload TemplateReview the
Instructionstab carefullyEnter your data into the
Datatab
Upload your file
Click on
Planning Upload, selectNew Uploadand complete the form:File Type - select between the four options of Budgets Daily, Budgets Monthly, Forecast Daily and Forecast Monthly
Version Type - choose Locked or Rolling
Locked versions are committed values and used throughout analytics
Rolling versions allow updates of figures in
Planninguntil finalized and locked
Version Title & Description - provide a clear title and description
File Upload - attach your completed template
4. Review upload status
Once uploaded, the file appears in the Data Upload table with details on type, file, user, date, and status
Successful uploads can be expanded to view property and period updated
If errors are found, FLYR provides a full error log with type and location so you can correct and re-upload
Template Requirements
Field | Description | Format |
Property Name | Name of the property the data refers to. Must match the name used in FLYR exactly. | Text, must match FLYR property name exactly (case-sensitive) |
Date | The date for which you are submitting the forecast or budget. | Format: YYYY-MM-DD (e.g., 2026-03-15) |
Segment | The specific segment for the forecast/budget (if applicable). Use FLYR segment names for that property. Leave blank if not using segments. | Text, optional; must match FLYR segment name if used (case-sensitive) |
Units | Number of forecasted or budgeted units (e.g., room nights) for the given date (and segment, if applicable). | Whole number ≥ 0; no decimals; no thousands separator (e.g., 1234) |
ADR | The average daily rate for the given date (and segment, if applicable). | Number ≥ 0; up to 2 decimal places; no thousands separator (e.g., 1234.50) |
⚠️ A Few Things to Keep in Mind
Do not mix segmented and non-segmented data for the same property.
Each file is limited to 50,000 rows.
Missing dates in daily uploads are treated as 0 Units and 0 ADR.
If data is not provided at the lowest granularity (i.e., by day and segment), FLYR will automatically distribute the data to day and segment level.
❓ Frequently Asked Questions (FAQ)
Q: Can I upload multiple versions for the same property?
Yes. Each file creates a new version. Use the version title and description to keep track.
Q: What if my file has formatting errors?
You will get a detailed error log with the type of error and location. Fix the issues and re-upload.
Q: How do I make adjustments after uploading?
Upload as a Rolling version if you plan to make edits. Once finalized, remember to lock the final version.
Q: When will my data be available in FLYR?
Your uploaded figures will be visible in the Planning immediately after the upload is complete.
For analytics, in both Home and Insights, locked forecasts and budgets are updated on an hourly basis.