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;

ColumnDescriptionTypeRequired?
event idEvent ID Number - used to update existing events which already exist in the system No
reference noReference number for this event (which you use to match to your own systems / client files / etc) No
event

Event name

 Yes
locationLocation (venue) of the event Yes
location line 1Address of the event  
location line 22nd address line (if needed) No
location cityCity the event is being held in  
location stateState the event is held in  
emergency entranceEmergency entrance (street / road / address) No
onsite contactOnsite client contact name No
onsite contact phoneOnsite client contact phone number No
additional contactAdditional client contact for the day No
additional contact phoneAdditional client contact number of the client contact for the day No
type of fee  No
purchase order noClient purchase order number No
show event rosterShould the event roster be shown?Yes/NoNo
    
    
    
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