Agenda Item Import

Accessed via: (event) > Plan > Event Setup >  Agenda" href="https://community.certain.com/pagehelp/event/agenda.htm" style="display: inline; font-family: Lato, Verdana, Arial, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, Verdana, sans-serif; font-size: 8pt; color: rgb(22, 7, 255); text-decoration: underline;"Agenda >  Import

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Prepare Data  ||  Upload File  ||  Map Data

On this page you can import agenda items from an Excel or .CSV file.

This can include updating existing agenda items, based on Unique Code. See point A6, below.

Note: You can only import non-fee-based agenda items.

A) Prepare a data file to import

As explained in the introductory text on the "Welcome" page of the wizard, first prepare a data file for import.

1. Caution: If you have any existing agenda items, first export that information to Excel (by clicking Export on the same Event Setup > Agenda page that you start the import from), and save a copy on your computer.
   That way, if your import file includes any mistakes, you will be able to restore the original data.

2. Note: A maximum of 5000 agenda items (rows) may be imported from one file.
   (If your file is longer, split it into two or more, and import each file separately.)

3. Prepare the agenda information in the correct Certain format.
   
   Recommended: The columns should be in the same order as the fields exported in the Agenda Export file.
   
   Note: The import does not include quite all the fields exported, so some you can ignore, since they will not be included in the mapping step of the wizard.

4. Delete any columns you do not intend to import.

5. Date format for Start Date & Time and End Date & Time: MM DD YYYY HH:MM AM   (or PM)

6. Note that for each row in the file, the import:
   • adds a new item if one with that Unique Code does not already exist in the event,
   • updates an existing item if one exists with the same Unique Code.

7. Cleanse the data as required (ensuring that the use of uppercase/lowercase matches other agenda items, for example).

8. Save the data in one of these formats:

• CSV: "Comma-Separated Values" (.csv)

• Excel (.xls or .xlsx)

International characters and special characters:
See these important .CSV file notes if your import includes international or special characters.

B) Step through the wizard

Upload the file

1. Click Next to go to the first step.

2. Click Choose File and select the import file on your local computer, or drag it into the Import File .box.

3. Select one Import Category for all the items in the import:
   • Scheduled
   • Fees & Discounts
   • Merchandise
   • Other
   Warning: All items imported from one file will be imported into one agenda category.
   Best Practice: Use a separate import file for each category.

4. Click Next to upload the data file.

Map Data Fields

1. For each row in the Excel Column on the left, select the field to map to an Agenda Field on the right.
   There may be default mappings applied, including "Don't upload". Change these as necessary.

2. Click Complete Import.

You will receive a notification email when the import is complete.

Any errors will be detailed in an attachment to that email.