Import from file
Events can be created by uploading a file with the event information into the system. This will create the event, match it to client and contact information, as well as setting any staffing requirements.
The file must be either a CSV / Excel document with the following fields, or a PDF document which the system has been configured to be able to import. If you're unsure if the system supports the PDF document you use, please contact us for more information.
CVS / Excel columns;
Column | Description | Type | Required? |
|---|---|---|---|
event id | Event ID Number - used to update existing events which already exist in the system |
| No |
reference no | Reference number for this event (which you use to match to your own systems / client files / etc) |
| No |
event | Event name |
| Yes |
location | Location (venue) of the event |
| Yes |
location line 1 | Address of the event |
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location line 2 | 2nd address line (if needed) |
| No |
location city | City the event is being held in |
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location state | State the event is held in |
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emergency entrance | Emergency entrance (street / road / address) |
| No |
onsite contact | Onsite client contact name |
| No |
onsite contact phone | Onsite client contact phone number |
| No |
additional contact | Additional client contact for the day |
| No |
additional contact phone | Additional client contact number of the client contact for the day |
| No |
type of fee |
|
| No |
purchase order no | Client purchase order number |
| No |
show event roster | Should the event roster be shown? | Yes/No | No |
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